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Global Trust Asset Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Global Trust Asset 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
2025
Q3 		– Sell
-2,900
Closed -$121K – 511
2025
Q2 		$121K Buy
2,900
+2,800
+2,800% +$116K 0.06% 195
2025
Q1 		$4.21K Sell
100
-1,704
-94% -$70.3K ﹤0.01% 402
2024
Q4 		$73K Sell
1,804
-3,314
-65% -$137K 0.03% 245
2024
Q3 		$216K Sell
5,118
-360
-7% -$15K 0.08% 171
2024
Q2 		$224K Sell
5,478
-100
-2% -$4.08K 0.09% 154
2024
Q1 		$230K Hold
5,578
– – 0.09% 151
2023
Q4 		$230K Sell
5,578
-3,580
-39% -$144K 0.1% 136
2023
Q3 		$364K Sell
9,158
-6,760
-42% -$276K 0.17% 114
2023
Q2 		$658K Sell
15,918
-106
-0.7% -$4.47K 0.3% 77
2023
Q1 		$686K Sell
16,024
-1,625
-9% -$68K 0.33% 74
2022
Q4 		$726K Sell
17,649
-13,881
-44% -$573K 0.37% 70
2022
Q3 		$1.28M Sell
31,530
-16,583
-34% -$734K 0.67% 44
2022
Q2 		$2.12M Buy
+48,113
New +$2.2M 1.04% 24

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $555M AUM 19.9% 1-Year Est. Return
HWM
Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 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
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
PS
Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return

Global Trust Asset Management's DFIP Position: Q3 2025 in Review

Global Trust Asset Management sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q3 2025, closing a stake of 2,900 shares — an estimated $121K sold.

Global Trust Asset Management first reported a position in DFIP in Q2 2022 and held it in 13 quarters. The position peaked at $2.12M in Q2 2022. 146 funds tracked by Wall St. Rank hold DFIP as of Q3 2025.

  • Global Trust Asset Management reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q3 2025 after selling out during the quarter.
  • Global Trust Asset Management sold 2,900 Dimensional Inflation-Protected Securities ETF shares in Q3 2025, an estimated $121K.
  • Global Trust Asset Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2022 and held it in 13 quarters.
  • Global Trust Asset Management's Dimensional Inflation-Protected Securities ETF position peaked at $2.12M in Q2 2022.
  • 146 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2025.

Based on Global Trust Asset Management's 13F filing for Q3 2025, filed 28 Oct 2025.