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 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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 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

Pinney & Scofield Cambridge, Massachusetts $205M AUM 24.85% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

LEFP

Leading Edge Financial Planning Knoxville, Tennessee $562M AUM 17.93% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

EntreWealth's DFIP Position: Q2 2026 in Review

EntreWealth increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 14% in Q2 2026, buying an estimated $474K and bringing the position to 92,575 shares worth $3.75M. The position accounts for 1.39% of the portfolio, ranked #20.

EntreWealth first reported a position in DFIP in Q4 2024 and has held it in 7 quarters since. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

EntreWealth held 92,575 shares of Dimensional Inflation-Protected Securities ETF worth $3.75M as of Q2 2026.
EntreWealth bought 11,308 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $474K.
Dimensional Inflation-Protected Securities ETF made up 1.39% of EntreWealth's portfolio in Q2 2026, its #20 holding.
EntreWealth first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2024 and has held it in 7 quarters since.
167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on EntreWealth's 13F filing for Q2 2026, filed 14 Aug 2026.