Forum Financial Management
DFIP icon

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
Q3 		$3.28M Sell
83,917
-62,591
-43% -$2.53M 0.04% 65
2026
Q2 		$6.04M Sell
146,508
-16,851
-10% -$706K 0.08% 45
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

FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $254M AUM 10.29% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VF
Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
BWA
BCU Wealth Advisors Vernon Hills, Illinois $309M AUM 12.7% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Forum Financial Management's DFIP Position: Q3 2026 in Review

Forum Financial Management reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 43% in Q3 2026, selling an estimated $2.53M and leaving 83,917 shares worth $3.28M. The position accounts for 0.04% of the portfolio, ranked #65.

Forum Financial Management first reported a position in DFIP in Q4 2021 and has held it in 20 quarters since. The position peaked at $10.1M in Q3 2025. 35 funds tracked by Wall St. Rank hold DFIP as of Q3 2026.

  • Forum Financial Management held 83,917 shares of Dimensional Inflation-Protected Securities ETF worth $3.28M as of Q3 2026.
  • Forum Financial Management sold 62,591 Dimensional Inflation-Protected Securities ETF shares in Q3 2026, an estimated $2.53M.
  • Dimensional Inflation-Protected Securities ETF made up 0.04% of Forum Financial Management's portfolio in Q3 2026, its #65 holding.
  • Forum Financial Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2021 and has held it in 20 quarters since.
  • Forum Financial Management's Dimensional Inflation-Protected Securities ETF position peaked at $10.1M in Q3 2025.
  • 35 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2026.

Based on Forum Financial Management's 13F filing for Q3 2026, filed 16 Oct 2026.