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 Q3	$5.14M	Buy	131,661 +34,430	+35%	+$1.39M	0.36%	27
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

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

PWS

Physician Wealth Solutions North Las Vegas, Nevada $254M AUM 10.29% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

BWA

BCU Wealth Advisors Vernon Hills, Illinois $309M AUM 12.7% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PWIA

Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return

AWM Capital's DFIP Position: Q3 2026 in Review

AWM Capital increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 35% in Q3 2026, buying an estimated $1.39M and bringing the position to 131,661 shares worth $5.14M. The position accounts for 0.36% of the portfolio, ranked #27.

AWM Capital first reported a position in DFIP in Q4 2021 and has held it in 20 quarters since. 39 funds tracked by Wall St. Rank hold DFIP as of Q3 2026.

AWM Capital held 131,661 shares of Dimensional Inflation-Protected Securities ETF worth $5.14M as of Q3 2026.
AWM Capital bought 34,430 Dimensional Inflation-Protected Securities ETF shares in Q3 2026, an estimated $1.39M.
Dimensional Inflation-Protected Securities ETF made up 0.36% of AWM Capital's portfolio in Q3 2026, its #27 holding.
AWM Capital first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2021 and has held it in 20 quarters since.
39 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2026.

Based on AWM Capital's 13F filing for Q3 2026, filed 16 Oct 2026.