CoreCap Advisors
DFIP icon

CoreCap Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

CoreCap Advisors’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 		$7.11K Hold
182
– – ﹤0.01% 2166
2026
Q2 		$7.51K Hold
182
– – ﹤0.01% 2172
2026
Q1 		$7.59K Buy
+182
New +$7.62K ﹤0.01% 2052

Other funds holding DFIP

FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $254M AUM 10.29% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VF
Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PWIA
Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
E
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

CoreCap Advisors's DFIP Position: Q3 2026 in Review

CoreCap Advisors held its Dimensional Inflation-Protected Securities ETF (DFIP) position steady in Q3 2026 at 182 shares worth $7.11K. The position accounts for ﹤0.01% of the portfolio, ranked #2166.

CoreCap Advisors first reported a position in DFIP in Q1 2026 and has held it in 3 quarters since. The position peaked at $7.59K in Q1 2026. 25 funds tracked by Wall St. Rank hold DFIP as of Q3 2026.

  • CoreCap Advisors held 182 shares of Dimensional Inflation-Protected Securities ETF worth $7.11K as of Q3 2026.
  • CoreCap Advisors left its Dimensional Inflation-Protected Securities ETF share count unchanged in Q3 2026.
  • Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2166 holding.
  • CoreCap Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2026 and has held it in 3 quarters since.
  • CoreCap Advisors's Dimensional Inflation-Protected Securities ETF position peaked at $7.59K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.