EWA
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Elevate Wealth Advisory’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Elevate Wealth Advisory’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 		$100K Hold
2,402
– – 0.06% 85
2025
Q4 		$99.8K Buy
2,402
+449
+23% +$18.9K 0.07% 82
2025
Q3 		$82.5K Hold
1,953
– – 0.06% 82
2025
Q2 		$81.7K Hold
1,953
– – 0.06% 89
2025
Q1 		$82.2K Hold
1,953
– – 0.06% 87
2024
Q4 		$79.1K Hold
1,953
– – 0.06% 79
2024
Q3 		$82.6K Buy
1,953
+34
+2% +$1.42K 0.06% 83
2024
Q2 		$78.4K Hold
1,919
– – 0.06% 75
2024
Q1 		$79.2K Sell
1,919
-3,009
-61% -$123K 0.07% 73
2023
Q4 		$203K Buy
+4,928
New +$198K 0.19% 61

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

Elevate Wealth Advisory's DFIP Position: Q1 2026 in Review

Elevate Wealth Advisory held its Dimensional Inflation-Protected Securities ETF (DFIP) position steady in Q1 2026 at 2,402 shares worth $100K. The position accounts for 0.06% of the portfolio, ranked #85.

Elevate Wealth Advisory first reported a position in DFIP in Q4 2023 and has held it in 10 quarters since. The position peaked at $203K in Q4 2023. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Elevate Wealth Advisory held 2,402 shares of Dimensional Inflation-Protected Securities ETF worth $100K as of Q1 2026.
  • Elevate Wealth Advisory left its Dimensional Inflation-Protected Securities ETF share count unchanged in Q1 2026.
  • Dimensional Inflation-Protected Securities ETF made up 0.06% of Elevate Wealth Advisory's portfolio in Q1 2026, its #85 holding.
  • Elevate Wealth Advisory first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2023 and has held it in 10 quarters since.
  • Elevate Wealth Advisory's Dimensional Inflation-Protected Securities ETF position peaked at $203K in Q4 2023.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.