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

Drive 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
Q3 		– Sell
-6,351
Closed -$266K – 375
2025
Q2 		$266K Sell
6,351
-2,102
-25% -$87.4K 0.06% 255
2025
Q1 		$356K Sell
8,453
-772
-8% -$31.8K 0.08% 190
2024
Q4 		$374K Sell
9,225
-1,219
-12% -$50.3K 0.09% 176
2024
Q3 		$442K Sell
10,444
-247
-2% -$10.3K 0.12% 150
2024
Q2 		$437K Sell
10,691
-1,200
-10% -$49K 0.12% 151
2024
Q1 		$490K Sell
11,891
-2,278
-16% -$93.5K 0.14% 135
2023
Q4 		$585K Sell
14,169
-3,514
-20% -$141K 0.19% 108
2023
Q3 		$703K Sell
17,683
-7,272
-29% -$296K 0.26% 84
2023
Q2 		$1.03M Sell
24,955
-16,811
-40% -$709K 0.38% 60
2023
Q1 		$1.79M Buy
41,766
+91
+0.2% +$3.81K 0.75% 29
2022
Q4 		$1.72M Buy
41,675
+12,271
+42% +$507K 0.86% 23
2022
Q3 		$1.2M Buy
29,404
+20,800
+242% +$920K 1.14% 15
2022
Q2 		$378K Buy
+8,604
New +$393K 0.35% 84

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
HWM
Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 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
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 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

Drive Wealth Management's DFIP Position: Q3 2025 in Review

Drive Wealth Management sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q3 2025, closing a stake of 6,351 shares — an estimated $266K sold.

Drive Wealth Management first reported a position in DFIP in Q2 2022 and held it in 13 quarters. The position peaked at $1.79M in Q1 2023. 146 funds tracked by Wall St. Rank hold DFIP as of Q3 2025.

  • Drive Wealth Management reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q3 2025 after selling out during the quarter.
  • Drive Wealth Management sold 6,351 Dimensional Inflation-Protected Securities ETF shares in Q3 2025, an estimated $266K.
  • Drive Wealth Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2022 and held it in 13 quarters.
  • Drive Wealth Management's Dimensional Inflation-Protected Securities ETF position peaked at $1.79M in Q1 2023.
  • 146 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2025.

Based on Drive Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.