GWM
DFIP icon

Greenline Wealth Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Greenline Wealth 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 		– Sell
-98
Closed -$4.07K – 211
2025
Q4 		$4.07K Buy
+98
New +$4.12K ﹤0.01% 410

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 $21.5B AUM 23.65% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return
PS
Pinney & Scofield Cambridge, Massachusetts $205M AUM 24.85% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $562M AUM 17.93% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

Greenline Wealth Management's DFIP Position: Q1 2026 in Review

Greenline Wealth Management sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q1 2026, closing a stake of 98 shares — an estimated $4.07K sold.

Greenline Wealth Management first reported a position in DFIP in Q4 2025 and held it in 1 quarter. The position peaked at $4.07K in Q4 2025. 165 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Greenline Wealth Management reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 98 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $4.07K.
  • Greenline Wealth Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Dimensional Inflation-Protected Securities ETF position peaked at $4.07K in Q4 2025.
  • 165 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.