City State Bank’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

City State Bank’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	$3.73M	Buy	95,514 +17,803	+23%	+$719K	0.85%	34
2026 Q2	$3.21M	Buy	77,711 +17,144	+28%	+$718K	0.73%	39
2026 Q1	$2.53M	Buy	60,567 +22,167	+58%	+$928K	0.66%	41
2025 Q4	$1.6M	Buy	38,400 +26,250	+216%	+$1.1M	0.44%	54
2025 Q3	$513K	Buy	12,150 +5,900	+94%	+$248K	0.15%	123
2025 Q2	$261K	Buy	6,250 +3,750	+150%	+$156K	0.08%	172
2025 Q1	$105K	Hold	2,500	–	–	0.03%	254
2024 Q4	$101K	Buy	+2,500	New	+$103K	0.04%	252

Other funds holding DFIP

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

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

Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return

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

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

Yardley Wealth Management Yardley, Pennsylvania $229M AUM 12.49% 1-Year Est. Return

Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return

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

Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return

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

City State Bank's DFIP Position: Q3 2026 in Review

City State Bank increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 23% in Q3 2026, buying an estimated $719K and bringing the position to 95,514 shares worth $3.73M. The position accounts for 0.85% of the portfolio, ranked #34.

City State Bank first reported a position in DFIP in Q4 2024 and has held it in 8 quarters since. 71 funds tracked by Wall St. Rank hold DFIP as of Q3 2026.

City State Bank held 95,514 shares of Dimensional Inflation-Protected Securities ETF worth $3.73M as of Q3 2026.
City State Bank bought 17,803 Dimensional Inflation-Protected Securities ETF shares in Q3 2026, an estimated $719K.
Dimensional Inflation-Protected Securities ETF made up 0.85% of City State Bank's portfolio in Q3 2026, its #34 holding.
City State Bank first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2024 and has held it in 8 quarters since.
71 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2026.

Based on City State Bank's 13F filing for Q3 2026, filed 20 Oct 2026.