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FMB Wealth Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

FMB Wealth Management’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 		$1.48M Buy
35,756
+4,167
+13% +$174K 0.54% 30
2026
Q1 		$1.32M Hold
31,589
– – 0.55% 31
2025
Q4 		$1.31M Sell
31,589
-20
-0.1% -$842 0.52% 33
2025
Q3 		$1.33M Buy
31,609
+2,367
+8% +$99.6K 0.57% 31
2025
Q2 		$1.22M Sell
29,242
-632
-2% -$26.3K 0.58% 30
2025
Q1 		$1.26M Buy
29,874
+5,614
+23% +$232K 0.7% 28
2024
Q4 		$982K Buy
24,260
+3,692
+18% +$152K 0.55% 30
2024
Q3 		$870K Buy
20,568
+566
+3% +$23.6K 0.49% 35
2024
Q2 		$817K Buy
20,002
+4,013
+25% +$164K 0.62% 32
2024
Q1 		$660K Buy
15,989
+1,487
+10% +$61K 0.53% 35
2023
Q4 		$599K Buy
+14,502
New +$582K 0.55% 35

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

FMB Wealth Management's DFIP Position: Q2 2026 in Review

FMB Wealth Management increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 13% in Q2 2026, buying an estimated $174K and bringing the position to 35,756 shares worth $1.48M. The position accounts for 0.54% of the portfolio, ranked #30.

FMB Wealth Management first reported a position in DFIP in Q4 2023 and has held it in 11 quarters since. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • FMB Wealth Management held 35,756 shares of Dimensional Inflation-Protected Securities ETF worth $1.48M as of Q2 2026.
  • FMB Wealth Management bought 4,167 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $174K.
  • Dimensional Inflation-Protected Securities ETF made up 0.54% of FMB Wealth Management's portfolio in Q2 2026, its #30 holding.
  • FMB Wealth Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2023 and has held it in 11 quarters since.
  • 167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on FMB Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.