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

Curio Wealth’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	$594K	Sell	14,406 -227	-2%	-$9.5K	0.18%	51
2026 Q1	$610K	Sell	14,633 -341	-2%	-$14.3K	0.21%	48
2025 Q4	$623K	Sell	14,974 -2,203	-13%	-$92.7K	0.22%	47
2025 Q3	$725K	Sell	17,177 -433	-2%	-$18.2K	0.3%	39
2025 Q2	$736K	Buy	17,610 +17,554	+31,346%	+$730K	0.32%	38
2025 Q1	$1.9M	Sell	56 -46,801	-100%	-$1.93M	0.99%	20
2024 Q4	$1.9M	Buy	+46,857	New	+$1.93M	1.02%	20

Other funds holding DFIP

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

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

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

Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

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

Curio Wealth's DFIP Position: Q2 2026 in Review

Curio Wealth reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 1.6% in Q2 2026, selling an estimated $9.5K and leaving 14,406 shares worth $594K. The position accounts for 0.18% of the portfolio, ranked #51.

Curio Wealth first reported a position in DFIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.9M in Q1 2025. 169 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

Curio Wealth held 14,406 shares of Dimensional Inflation-Protected Securities ETF worth $594K as of Q2 2026.
Curio Wealth sold 227 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $9.5K.
Dimensional Inflation-Protected Securities ETF made up 0.18% of Curio Wealth's portfolio in Q2 2026, its #51 holding.
Curio Wealth first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2024 and has held it in 7 quarters since.
Curio Wealth's Dimensional Inflation-Protected Securities ETF position peaked at $1.9M in Q1 2025.
169 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.