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

Axxcess 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
Q1 		– Sell
-33,194
Closed -$1.38M – 532
2025
Q4 		$1.38M Buy
+33,194
New +$1.4M 0.02% 450
2024
Q2 		– Sell
-18,531
Closed -$764K – 870
2024
Q1 		$764K Buy
18,531
+1,373
+8% +$56.3K 0.02% 436
2023
Q4 		$708K Buy
+17,158
New +$689K 0.02% 424

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 $18.9B AUM 18.9% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
PS
Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $448M AUM 21.79% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Axxcess Wealth Management's DFIP Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q1 2026, closing a stake of 33,194 shares — an estimated $1.38M sold.

Axxcess Wealth Management first reported a position in DFIP in Q4 2023 and held it in 3 quarters. The position peaked at $1.38M in Q4 2025. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 33,194 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $1.38M.
  • Axxcess Wealth Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2023 and held it in 3 quarters.
  • Axxcess Wealth Management's Dimensional Inflation-Protected Securities ETF position peaked at $1.38M in Q4 2025.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.