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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

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $690M AUM 16.03% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return
HWM
Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
PS
Pinney & Scofield Cambridge, Massachusetts $205M AUM 24.85% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $562M AUM 17.93% 1-Year Est. Return

David Wealth Management's DFIP Position: Q2 2025 in Review

David Wealth Management increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 6.4% in Q2 2025, buying an estimated $383K and bringing the position to 152,228 shares worth $6.36M. The position accounts for 4.74% of the portfolio, ranked #7.

David Wealth Management first reported a position in DFIP in Q4 2024 and has held it in 3 quarters since. 138 funds tracked by Wall St. Rank hold DFIP as of Q2 2025.

  • David Wealth Management held 152,228 shares of Dimensional Inflation-Protected Securities ETF worth $6.36M as of Q2 2025.
  • David Wealth Management bought 9,216 Dimensional Inflation-Protected Securities ETF shares in Q2 2025, an estimated $383K.
  • Dimensional Inflation-Protected Securities ETF made up 4.74% of David Wealth Management's portfolio in Q2 2025, its #7 holding.
  • David Wealth Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2024 and has held it in 3 quarters since.
  • 138 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.