Fortitude Family Office’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Fortitude Family Office’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	$22.4M	Buy	543,933 +39,667	+8%	+$1.66M	4.35%	5
2026 Q1	$21M	Buy	504,266 +75,772	+18%	+$3.17M	4.7%	5
2025 Q4	$17.8M	Buy	428,494 +143,923	+51%	+$6.06M	4.14%	5
2025 Q3	$12M	Buy	284,571 +40,604	+17%	+$1.71M	3.23%	7
2025 Q2	$10.2M	Buy	243,967 +97,992	+67%	+$4.07M	3.35%	7
2025 Q1	$6.15M	Buy	145,975 +41,124	+39%	+$1.7M	2.19%	11
2024 Q4	$4.25M	Buy	+104,851	New	+$4.33M	1.51%	13

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

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

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

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

PWS

Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return

Fortitude Family Office's DFIP Position: Q2 2026 in Review

Fortitude Family Office increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 7.9% in Q2 2026, buying an estimated $1.66M and bringing the position to 543,933 shares worth $22.4M. The position accounts for 4.35% of the portfolio, ranked #5.

Fortitude Family Office first reported a position in DFIP in Q4 2024 and has held it in 7 quarters since. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

Fortitude Family Office held 543,933 shares of Dimensional Inflation-Protected Securities ETF worth $22.4M as of Q2 2026.
Fortitude Family Office bought 39,667 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $1.66M.
Dimensional Inflation-Protected Securities ETF made up 4.35% of Fortitude Family Office's portfolio in Q2 2026, its #5 holding.
Fortitude Family Office first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2024 and has held it in 7 quarters since.
167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.