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DFIP icon

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

BetterWealth’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
2024
Q4 		– Sell
-155,988
Closed -$6.6M – 71
2024
Q3 		$6.6M Buy
155,988
+10,573
+7% +$441K 1.95% 11
2024
Q2 		$5.94M Buy
145,415
+15,137
+12% +$618K 1.89% 11
2024
Q1 		$5.37M Buy
130,278
+5,211
+4% +$214K 1.75% 11
2023
Q4 		$5.16M Buy
125,067
+829
+0.7% +$33.3K 1.77% 11
2023
Q3 		$4.94M Buy
124,238
+5,224
+4% +$213K 1.99% 11
2023
Q2 		$4.92M Buy
119,014
+450
+0.4% +$19K 1.91% 11
2023
Q1 		$5.08M Buy
118,564
+3,190
+3% +$134K 2.06% 11
2022
Q4 		$4.75M Buy
115,374
+1,233
+1% +$50.9K 2.14% 11
2022
Q3 		$4.64M Buy
114,141
+1,729
+2% +$76.5K 2.39% 10
2022
Q2 		$4.94M Buy
+112,412
New +$5.14M 2.44% 10

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $555M AUM 19.9% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
PS
Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return

BetterWealth's DFIP Position: Q4 2024 in Review

BetterWealth sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q4 2024, closing a stake of 155,988 shares — an estimated $6.6M sold.

BetterWealth first reported a position in DFIP in Q2 2022 and held it in 10 quarters. The position peaked at $6.6M in Q3 2024. 128 funds tracked by Wall St. Rank hold DFIP as of Q4 2024.

  • BetterWealth reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q4 2024 after selling out during the quarter.
  • BetterWealth sold 155,988 Dimensional Inflation-Protected Securities ETF shares in Q4 2024, an estimated $6.6M.
  • BetterWealth first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2022 and held it in 10 quarters.
  • BetterWealth's Dimensional Inflation-Protected Securities ETF position peaked at $6.6M in Q3 2024.
  • 128 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q4 2024.

Based on BetterWealth's 13F filing for Q4 2024, filed 23 Jan 2025.