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 Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return

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 Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

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. 36 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.
36 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.