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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
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

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

Curio Wealth's DFIP Position: Q1 2026 in Review

Curio Wealth reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 2.3% in Q1 2026, selling an estimated $14.3K and leaving 14,633 shares worth $610K. The position accounts for 0.21% of the portfolio, ranked #48.

Curio Wealth first reported a position in DFIP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.9M in Q1 2025. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Curio Wealth held 14,633 shares of Dimensional Inflation-Protected Securities ETF worth $610K as of Q1 2026.
  • Curio Wealth sold 341 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $14.3K.
  • Dimensional Inflation-Protected Securities ETF made up 0.21% of Curio Wealth's portfolio in Q1 2026, its #48 holding.
  • Curio Wealth first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2024 and has held it in 6 quarters since.
  • Curio Wealth's Dimensional Inflation-Protected Securities ETF position peaked at $1.9M in Q1 2025.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Curio Wealth's 13F filing for Q1 2026, filed 12 May 2026.