Farther Finance Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Farther Finance 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 Q3	$4.89M	Buy	125,076 +28,849	+30%	+$1.16M	0.03%	436
2026 Q2	$3.97M	Buy	96,227 +10,702	+13%	+$448K	0.03%	475
2026 Q1	$3.57M	Buy	85,525 +22,363	+35%	+$936K	0.03%	445
2025 Q4	$2.62M	Buy	63,162 +54,158	+601%	+$2.28M	0.03%	490
2025 Q3	$380K	Buy	9,004 +5,897	+190%	+$248K	0.01%	1233
2025 Q2	$130K	Buy	+3,107	New	+$129K	﹤0.01%	1620

Other funds holding DFIP

PWS

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

LFA

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

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

Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return

HWM

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

PWIA

Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

GSF

Grove Street Fiduciary Peterborough, New Hampshire $221M AUM 0.74% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Farther Finance Advisors's DFIP Position: Q3 2026 in Review

Farther Finance Advisors increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 30% in Q3 2026, buying an estimated $1.16M and bringing the position to 125,076 shares worth $4.89M. The position accounts for 0.03% of the portfolio, ranked #436.

Farther Finance Advisors first reported a position in DFIP in Q2 2025 and has held it in 6 quarters since. 22 funds tracked by Wall St. Rank hold DFIP as of Q3 2026.

Farther Finance Advisors held 125,076 shares of Dimensional Inflation-Protected Securities ETF worth $4.89M as of Q3 2026.
Farther Finance Advisors bought 28,849 Dimensional Inflation-Protected Securities ETF shares in Q3 2026, an estimated $1.16M.
Dimensional Inflation-Protected Securities ETF made up 0.03% of Farther Finance Advisors's portfolio in Q3 2026, its #436 holding.
Farther Finance Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2025 and has held it in 6 quarters since.
22 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.