FFO
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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
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 $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
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 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: Q1 2026 in Review

Fortitude Family Office increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 18% in Q1 2026, buying an estimated $3.17M and bringing the position to 504,266 shares worth $21M. The position accounts for 4.7% of the portfolio, ranked #5.

Fortitude Family Office first reported a position in DFIP in Q4 2024 and has held it in 6 quarters since. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Fortitude Family Office held 504,266 shares of Dimensional Inflation-Protected Securities ETF worth $21M as of Q1 2026.
  • Fortitude Family Office bought 75,772 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $3.17M.
  • Dimensional Inflation-Protected Securities ETF made up 4.7% of Fortitude Family Office's portfolio in Q1 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 6 quarters since.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.