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

Forteris 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 		$370K Buy
8,958
+1,000
+13% +$41.9K 0.3% 56
2026
Q1 		$332K Buy
7,958
+1,000
+14% +$41.9K 0.32% 56
2025
Q4 		$289K Buy
+6,958
New +$293K 0.28% 59

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
PS
Pinney & Scofield Cambridge, Massachusetts $205M AUM 24.85% 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
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
SC
Scratch Capital Boise, Idaho $201M AUM 19.88% 1-Year Est. Return
CWM
Core Wealth Management Jupiter, Florida $356M AUM 16.73% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return

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

Forteris Wealth Management increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 13% in Q2 2026, buying an estimated $41.9K and bringing the position to 8,958 shares worth $370K. The position accounts for 0.3% of the portfolio, ranked #56.

Forteris Wealth Management first reported a position in DFIP in Q4 2025 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Forteris Wealth Management held 8,958 shares of Dimensional Inflation-Protected Securities ETF worth $370K as of Q2 2026.
  • Forteris Wealth Management bought 1,000 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $41.9K.
  • Dimensional Inflation-Protected Securities ETF made up 0.3% of Forteris Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Forteris Wealth Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • 105 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.