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Exencial Wealth Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Exencial Wealth Advisors’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 		$1.91M Buy
45,726
+1,109
+2% +$46.4K 0.06% 228
2025
Q4 		$1.85M Buy
44,617
+1,758
+4% +$74K 0.06% 231
2025
Q3 		$1.81M Sell
42,859
-784
-2% -$33K 0.06% 227
2025
Q2 		$1.82M Sell
43,643
-3,137
-7% -$130K 0.06% 223
2025
Q1 		$1.97M Buy
46,780
+3,389
+8% +$140K 0.07% 213
2024
Q4 		$1.76M Buy
43,391
+21,517
+98% +$888K 0.06% 226
2024
Q3 		$925K Buy
21,874
+393
+2% +$16.4K 0.03% 288
2024
Q2 		$877K Sell
21,481
-885
-4% -$36.1K 0.03% 289
2024
Q1 		$923K Sell
22,366
-3,166
-12% -$130K 0.03% 286
2023
Q4 		$1.05M Buy
25,532
+13,317
+109% +$535K 0.04% 258
2023
Q3 		$486K Buy
12,215
+6,253
+105% +$255K 0.02% 302
2023
Q2 		$246K Buy
5,962
+25
+0.4% +$1.05K 0.01% 395
2023
Q1 		$254K Hold
5,937
– – 0.01% 375
2022
Q4 		$244K Buy
+5,937
New +$245K 0.01% 385

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

Exencial Wealth Advisors's DFIP Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 2.5% in Q1 2026, buying an estimated $46.4K and bringing the position to 45,726 shares worth $1.91M. The position accounts for 0.06% of the portfolio, ranked #228.

Exencial Wealth Advisors first reported a position in DFIP in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.97M in Q1 2025. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Exencial Wealth Advisors held 45,726 shares of Dimensional Inflation-Protected Securities ETF worth $1.91M as of Q1 2026.
  • Exencial Wealth Advisors bought 1,109 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $46.4K.
  • Dimensional Inflation-Protected Securities ETF made up 0.06% of Exencial Wealth Advisors's portfolio in Q1 2026, its #228 holding.
  • Exencial Wealth Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2022 and has held it in 14 quarters since.
  • Exencial Wealth Advisors's Dimensional Inflation-Protected Securities ETF position peaked at $1.97M in Q1 2025.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.