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

Binnacle Investments’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
2025
Q3 		$2.47M Buy
58,444
+3,462
+6% +$146K 1.45% 14
2025
Q2 		$2.3M Buy
54,982
+2,502
+5% +$104K 1.5% 14
2025
Q1 		$2.21M Buy
+52,480
New +$2.16M 1.61% 13

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
HWM
Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 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
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 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

Binnacle Investments's DFIP Position: Q3 2025 in Review

Binnacle Investments increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 6.3% in Q3 2025, buying an estimated $146K and bringing the position to 58,444 shares worth $2.47M. The position accounts for 1.45% of the portfolio, ranked #14.

Binnacle Investments first reported a position in DFIP in Q1 2025 and has held it in 3 quarters since. 146 funds tracked by Wall St. Rank hold DFIP as of Q3 2025.

  • Binnacle Investments held 58,444 shares of Dimensional Inflation-Protected Securities ETF worth $2.47M as of Q3 2025.
  • Binnacle Investments bought 3,462 Dimensional Inflation-Protected Securities ETF shares in Q3 2025, an estimated $146K.
  • Dimensional Inflation-Protected Securities ETF made up 1.45% of Binnacle Investments's portfolio in Q3 2025, its #14 holding.
  • Binnacle Investments first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2025 and has held it in 3 quarters since.
  • 146 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.