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Core Wealth Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Core Wealth Management’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
Q1 		$10.6M Buy
253,735
+13,047
+5% +$546K 3.24% 5
2025
Q4 		$10M Buy
240,688
+9,592
+4% +$404K 3.12% 5
2025
Q3 		$9.76M Buy
231,096
+8,365
+4% +$352K 3.14% 5
2025
Q2 		$9.31M Buy
222,731
+13,324
+6% +$554K 3.28% 5
2025
Q1 		$8.82M Buy
209,407
+7,837
+4% +$323K 3.38% 5
2024
Q4 		$8.16M Buy
201,570
+15,269
+8% +$630K 3.19% 6
2024
Q3 		$7.61M Hold
186,301
– – 3.09% 5
2024
Q2 		$7.61M Buy
186,301
+11,935
+7% +$487K 3.09% 5
2024
Q1 		$7.19M Buy
174,366
+9,625
+6% +$395K 3.12% 5
2023
Q4 		$6.8M Buy
164,741
+2,316
+1% +$93K 3.25% 6
2023
Q3 		$6.46M Buy
162,425
+5,807
+4% +$237K 3.34% 5
2023
Q2 		$6.47M Buy
156,618
+3,126
+2% +$132K 3.28% 5
2023
Q1 		$6.57M Buy
153,492
+557
+0.4% +$23.3K 3.55% 4
2022
Q4 		$6.29M Buy
+152,935
New +$6.32M 3.56% 4

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 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
PS
Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $448M AUM 21.79% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Core Wealth Management's DFIP Position: Q1 2026 in Review

Core Wealth Management increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 5.4% in Q1 2026, buying an estimated $546K and bringing the position to 253,735 shares worth $10.6M. The position accounts for 3.24% of the portfolio, ranked #5.

Core Wealth Management first reported a position in DFIP in Q4 2022 and has held it in 14 quarters since. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Core Wealth Management held 253,735 shares of Dimensional Inflation-Protected Securities ETF worth $10.6M as of Q1 2026.
  • Core Wealth Management bought 13,047 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $546K.
  • Dimensional Inflation-Protected Securities ETF made up 3.24% of Core Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Core Wealth Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2022 and has held it in 14 quarters since.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Core Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.