CA
DFIP icon

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

Crewe 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
Q1 		$39.4K Hold
945
– – ﹤0.01% 398
2025
Q4 		$39.3K Hold
945
– – ﹤0.01% 395
2025
Q3 		$39.9K Hold
945
– – ﹤0.01% 405
2025
Q2 		$39.5K Hold
945
– – 0.01% 309
2025
Q1 		$39.8K Buy
+945
New +$39K 0.01% 288

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

Crewe Advisors's DFIP Position: Q1 2026 in Review

Crewe Advisors held its Dimensional Inflation-Protected Securities ETF (DFIP) position steady in Q1 2026 at 945 shares worth $39.4K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Crewe Advisors first reported a position in DFIP in Q1 2025 and has held it in 5 quarters since. The position peaked at $39.9K in Q3 2025. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Crewe Advisors held 945 shares of Dimensional Inflation-Protected Securities ETF worth $39.4K as of Q1 2026.
  • Crewe Advisors left its Dimensional Inflation-Protected Securities ETF share count unchanged in Q1 2026.
  • Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q1 2026, its #398 holding.
  • Crewe Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2025 and has held it in 5 quarters since.
  • Crewe Advisors's Dimensional Inflation-Protected Securities ETF position peaked at $39.9K in Q3 2025.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.