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

Copperleaf Capital’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	$261K	Buy	+6,169	New	+$260K	0.12%	104

Other funds holding DFIP

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

Heirloom Wealth Management Greenwood Village, Colorado $555M AUM 19.9% 1-Year Est. Return

Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 1-Year Est. Return

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return

Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return

Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return

Copperleaf Capital's DFIP Position: Q3 2025 in Review

Copperleaf Capital opened a new position in Dimensional Inflation-Protected Securities ETF (DFIP) in Q3 2025: 6,169 shares worth $261K. The stake represents 0.12% of the portfolio and ranks #104 among its holdings.

146 funds tracked by Wall St. Rank hold DFIP as of Q3 2025.

Copperleaf Capital held 6,169 shares of Dimensional Inflation-Protected Securities ETF worth $261K as of Q3 2025.
Dimensional Inflation-Protected Securities ETF was a new Copperleaf Capital position in Q3 2025.
Dimensional Inflation-Protected Securities ETF made up 0.12% of Copperleaf Capital's portfolio in Q3 2025, its #104 holding.
146 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.