Coston McIsaac & Partners’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Coston McIsaac & Partners’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	$691K	Sell	16,567 -686	-4%	-$28.7K	0.16%	75
2025 Q4	$716K	Buy	17,253 +9,987	+137%	+$420K	0.17%	76
2025 Q3	$306K	Buy	7,266 +998	+16%	+$42K	0.07%	113
2025 Q2	$262K	Buy	6,268 +5,377	+603%	+$223K	0.07%	120
2025 Q1	$37K	Buy	891 +331	+59%	+$13.7K	0.01%	318
2024 Q4	$22K	Buy	560 +5	+0.9%	+$206	0.01%	377
2024 Q3	$23	Buy	555 +4	+0.7%	+$167	0.01%	381
2024 Q2	$22K	Buy	+551	New	+$22.5K	0.01%	366

Other funds holding DFIP

Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 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

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

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

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

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

Fortitude Family Office Scottsdale, Arizona $448M AUM 21.79% 1-Year Est. Return

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return