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

David Wealth Management’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
2025 Q2	$6.36M	Buy	152,228 +9,216	+6%	+$383K	4.74%	7
2025 Q1	$6.02M	Sell	143,012 -1,707	-1%	-$70.4K	5.04%	8
2024 Q4	$5.86M	Buy	+144,719	New	+$5.97M	4.84%	8

Other funds holding DFIP

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

Heirloom Wealth Management Greenwood Village, Colorado $555M AUM 19.9% 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

Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 1-Year Est. Return

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

CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return

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

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

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