EntreWealth’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

EntreWealth’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 Q3	$3.74M	Buy	95,806 +3,231	+3%	+$130K	1.33%	20
2026 Q2	$3.75M	Buy	92,575 +11,308	+14%	+$474K	1.39%	20
2026 Q1	$3.39M	Buy	81,267 +6,080	+8%	+$255K	1.52%	18
2025 Q4	$3.15M	Buy	75,187 +3,849	+5%	+$162K	1.42%	22
2025 Q3	$3.01M	Buy	71,338 +9,850	+16%	+$415K	1.55%	19
2025 Q2	$2.57M	Buy	61,488 +13,414	+28%	+$558K	1.78%	19
2025 Q1	$2.02M	Buy	48,074 +11,958	+33%	+$493K	1.56%	18
2024 Q4	$1.53M	Buy	+36,116	New	+$1.49M	1.41%	20

Other funds holding DFIP

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return

Physician Wealth Solutions North Las Vegas, Nevada $254M AUM 10.29% 1-Year Est. Return

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

Yardley Wealth Management Yardley, Pennsylvania $229M AUM 12.49% 1-Year Est. Return

Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

EntreWealth's DFIP Position: Q3 2026 in Review

EntreWealth increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 3.5% in Q3 2026, buying an estimated $130K and bringing the position to 95,806 shares worth $3.74M. The position accounts for 1.33% of the portfolio, ranked #20.

EntreWealth first reported a position in DFIP in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.75M in Q2 2026. 74 funds tracked by Wall St. Rank hold DFIP as of Q3 2026.

EntreWealth held 95,806 shares of Dimensional Inflation-Protected Securities ETF worth $3.74M as of Q3 2026.
EntreWealth bought 3,231 Dimensional Inflation-Protected Securities ETF shares in Q3 2026, an estimated $130K.
Dimensional Inflation-Protected Securities ETF made up 1.33% of EntreWealth's portfolio in Q3 2026, its #20 holding.
EntreWealth first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2024 and has held it in 8 quarters since.
EntreWealth's Dimensional Inflation-Protected Securities ETF position peaked at $3.75M in Q2 2026.
74 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2026.

Based on EntreWealth's 13F filing for Q3 2026, filed 14 Oct 2026.