AWM Capital’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

AWM Capital’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	$4.01M	Buy	97,231 +13,390	+16%	+$561K	0.32%	28
2026 Q1	$3.5M	Sell	83,841 -1,051	-1%	-$44K	0.32%	28
2025 Q4	$3.53M	Buy	84,892 +7,054	+9%	+$297K	0.32%	28
2025 Q3	$3.29M	Sell	77,838 -679	-0.9%	-$28.6K	0.3%	29
2025 Q2	$3.28M	Buy	78,517 +977	+1%	+$40.6K	0.35%	30
2025 Q1	$3.27M	Buy	77,540 +4,606	+6%	+$190K	0.38%	29
2024 Q4	$2.95M	Sell	72,934 -3,360	-4%	-$139K	0.36%	29
2024 Q3	$3.23M	Buy	76,294 +11,221	+17%	+$467K	0.39%	28
2024 Q2	$2.66M	Buy	65,073 +2,456	+4%	+$100K	0.4%	27
2024 Q1	$2.58M	Buy	62,617 +6,811	+12%	+$279K	0.43%	27
2023 Q4	$2.3M	Buy	55,806 +12,951	+30%	+$520K	0.42%	27
2023 Q3	$1.7M	Buy	42,855 +9,648	+29%	+$393K	0.35%	32
2023 Q2	$1.37M	Buy	33,207 +1,690	+5%	+$71.2K	0.33%	35
2023 Q1	$1.35M	Sell	31,517 -11,619	-27%	-$486K	0.38%	36
2022 Q4	$1.78M	Sell	43,136 -480	-1%	-$19.8K	0.6%	25
2022 Q3	$1.81M	Buy	43,616 +10,587	+32%	+$468K	0.61%	25
2022 Q2	$1.45M	Sell	33,029 -8,689	-21%	-$397K	0.71%	24
2022 Q1	$1.99M	Buy	41,718 +24,740	+146%	+$1.2M	1.23%	17
2021 Q4	$843K	Buy	+16,978	New	+$840K	0.64%	22

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

Pinney & Scofield Cambridge, Massachusetts $205M AUM 24.85% 1-Year Est. Return

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

AWM Capital's DFIP Position: Q2 2026 in Review

AWM Capital increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 16% in Q2 2026, buying an estimated $561K and bringing the position to 97,231 shares worth $4.01M. The position accounts for 0.32% of the portfolio, ranked #28.

AWM Capital first reported a position in DFIP in Q4 2021 and has held it in 19 quarters since. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

AWM Capital held 97,231 shares of Dimensional Inflation-Protected Securities ETF worth $4.01M as of Q2 2026.
AWM Capital bought 13,390 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $561K.
Dimensional Inflation-Protected Securities ETF made up 0.32% of AWM Capital's portfolio in Q2 2026, its #28 holding.
AWM Capital first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2021 and has held it in 19 quarters since.
167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on AWM Capital's 13F filing for Q2 2026, filed 31 Jul 2026.