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 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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

PWS

Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return

YWM

Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return

FOA

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

BWA

BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return

HNWA

Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return

AFC

Ares Financial Consulting Calabasas, California $139M AUM

PWIA

Porter White Investment Advisors Birmingham, Alabama $260M AUM 23.16% 1-Year Est. Return

City State Bank's DFIP Position: Q2 2026 in Review

City State Bank increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 28% in Q2 2026, buying an estimated $718K and bringing the position to 77,711 shares worth $3.21M. The position accounts for 0.73% of the portfolio, ranked #39.

City State Bank first reported a position in DFIP in Q4 2024 and has held it in 7 quarters since. 36 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

City State Bank held 77,711 shares of Dimensional Inflation-Protected Securities ETF worth $3.21M as of Q2 2026.
City State Bank bought 17,144 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $718K.
Dimensional Inflation-Protected Securities ETF made up 0.73% of City State Bank's portfolio in Q2 2026, its #39 holding.
City State Bank first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2024 and has held it in 7 quarters since.
36 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.