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Austin Wealth Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Austin Wealth Management’s Portfolio DFIP Stock Details DFIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.48M Buy
181,479
+1,766
+1% +$74K 1.58% 17
2026
Q1 		$7.53M Sell
179,713
-92,968
-34% -$3.89M 1.71% 16
2025
Q4 		$11.3M Buy
272,681
+9,148
+3% +$385K 1.68% 18
2025
Q3 		$11.2M Buy
263,533
+2,246
+0.9% +$94.5K 1.76% 18
2025
Q2 		$10.9M Buy
261,287
+19,815
+8% +$824K 1.94% 18
2025
Q1 		$10.1M Buy
241,472
+19,406
+9% +$801K 2.02% 18
2024
Q4 		$9.04M Buy
222,066
+11,691
+6% +$482K 1.87% 18
2024
Q3 		$8.88M Buy
210,375
+10,866
+5% +$453K 1.95% 17
2024
Q2 		$8.23M Buy
199,509
+19,029
+11% +$776K 1.93% 17
2024
Q1 		$7.36M Buy
180,480
+5,930
+3% +$243K 1.82% 17
2023
Q4 		$7.11M Buy
174,550
+14,915
+9% +$599K 1.91% 16
2023
Q3 		$6.37M Buy
+159,635
New +$6.51M 1.97% 16

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return
PS
Pinney & Scofield Cambridge, Massachusetts $205M AUM 24.85% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $562M AUM 17.93% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

Austin Wealth Management's DFIP Position: Q2 2026 in Review

Austin Wealth Management increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 0.98% in Q2 2026, buying an estimated $74K and bringing the position to 181,479 shares worth $7.48M. The position accounts for 1.58% of the portfolio, ranked #17.

Austin Wealth Management first reported a position in DFIP in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.3M in Q4 2025. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Austin Wealth Management held 181,479 shares of Dimensional Inflation-Protected Securities ETF worth $7.48M as of Q2 2026.
  • Austin Wealth Management bought 1,766 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $74K.
  • Dimensional Inflation-Protected Securities ETF made up 1.58% of Austin Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Austin Wealth Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q3 2023 and has held it in 12 quarters since.
  • Austin Wealth Management's Dimensional Inflation-Protected Securities ETF position peaked at $11.3M in Q4 2025.
  • 167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Austin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.