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 Q2	$13M	Buy	315,342 +61,607	+24%	+$2.58M	3.66%	5
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 $21.5B AUM 23.65% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

HIGP

Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return

Pinney & Scofield Cambridge, Massachusetts $205M AUM 24.85% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

LEFP

Leading Edge Financial Planning Knoxville, Tennessee $562M AUM 17.93% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

Core Wealth Management's DFIP Position: Q2 2026 in Review

Core Wealth Management increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 24% in Q2 2026, buying an estimated $2.58M and bringing the position to 315,342 shares worth $13M. The position accounts for 3.66% of the portfolio, ranked #5.

Core Wealth Management first reported a position in DFIP in Q4 2022 and has held it in 15 quarters since. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

Core Wealth Management held 315,342 shares of Dimensional Inflation-Protected Securities ETF worth $13M as of Q2 2026.
Core Wealth Management bought 61,607 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $2.58M.
Dimensional Inflation-Protected Securities ETF made up 3.66% of Core Wealth Management's portfolio in Q2 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 15 quarters since.
167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Core Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.