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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
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 $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

EntreWealth's DFIP Position: Q1 2026 in Review

EntreWealth increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 8.1% in Q1 2026, buying an estimated $255K and bringing the position to 81,267 shares worth $3.39M. The position accounts for 1.52% of the portfolio, ranked #18.

EntreWealth first reported a position in DFIP in Q4 2024 and has held it in 6 quarters since. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • EntreWealth held 81,267 shares of Dimensional Inflation-Protected Securities ETF worth $3.39M as of Q1 2026.
  • EntreWealth bought 6,080 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $255K.
  • Dimensional Inflation-Protected Securities ETF made up 1.52% of EntreWealth's portfolio in Q1 2026, its #18 holding.
  • EntreWealth first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2024 and has held it in 6 quarters since.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on EntreWealth's 13F filing for Q1 2026, filed 14 May 2026.