Forum Financial Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Forum Financial 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 Q1	$6.82M	Sell	163,359 -704	-0.4%	-$29.5K	0.1%	43
2025 Q4	$6.82M	Sell	164,063 -76,170	-32%	-$3.21M	0.09%	50
2025 Q3	$10.1M	Buy	240,233 +157,075	+189%	+$6.61M	0.14%	39
2025 Q2	$3.48M	Sell	83,158 -2,640	-3%	-$110K	0.05%	77
2025 Q1	$3.61M	Buy	85,798 +3,243	+4%	+$134K	0.06%	71
2024 Q4	$3.34M	Buy	82,555 +323	+0.4%	+$13.3K	0.06%	72
2024 Q3	$3.48M	Sell	82,232 -109	-0.1%	-$4.54K	0.06%	63
2024 Q2	$3.36M	Sell	82,341 -4,635	-5%	-$189K	0.06%	62
2024 Q1	$3.59M	Sell	86,976 -12,441	-13%	-$510K	0.06%	69
2023 Q4	$4.1M	Buy	99,417 +19,077	+24%	+$766K	0.08%	51
2023 Q3	$3.2M	Sell	80,340 -8,057	-9%	-$328K	0.07%	57
2023 Q2	$3.65M	Buy	88,397 +5,172	+6%	+$218K	0.08%	49
2023 Q1	$3.56M	Buy	83,225 +9,755	+13%	+$408K	0.1%	48
2022 Q4	$3.02M	Buy	73,470 +9,405	+15%	+$389K	0.1%	50
2022 Q3	$2.6M	Buy	64,065 +13,452	+27%	+$595K	0.13%	49
2022 Q2	$2.23M	Buy	50,613 +25,692	+103%	+$1.17M	0.11%	55
2022 Q1	$1.19M	Buy	24,921 +17,006	+215%	+$823K	0.06%	106
2021 Q4	$393K	Buy	+7,915	New	+$392K	0.02%	314

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

Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return

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

FFO

Fortitude Family Office Scottsdale, Arizona $448M AUM 21.79% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Forum Financial Management's DFIP Position: Q1 2026 in Review

Forum Financial Management reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 0.43% in Q1 2026, selling an estimated $29.5K and leaving 163,359 shares worth $6.82M. The position accounts for 0.1% of the portfolio, ranked #43.

Forum Financial Management first reported a position in DFIP in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.1M in Q3 2025. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

Forum Financial Management held 163,359 shares of Dimensional Inflation-Protected Securities ETF worth $6.82M as of Q1 2026.
Forum Financial Management sold 704 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $29.5K.
Dimensional Inflation-Protected Securities ETF made up 0.1% of Forum Financial Management's portfolio in Q1 2026, its #43 holding.
Forum Financial Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2021 and has held it in 18 quarters since.
Forum Financial Management's Dimensional Inflation-Protected Securities ETF position peaked at $10.1M in Q3 2025.
162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.