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

Heirloom 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
Q2 		$7.79M Sell
188,774
-3,440
-2% -$144K 1.13% 24
2026
Q1 		$8.02M Sell
192,214
-903,797
-82% -$37.8M 1.44% 23
2025
Q4 		$45.5M Buy
1,096,011
+30,351
+3% +$1.28M 10.53% 2
2025
Q3 		$45M Buy
1,065,660
+82,312
+8% +$3.46M 10.87% 2
2025
Q2 		$41.1M Sell
983,348
-42,480
-4% -$1.77M 10.85% 1
2025
Q1 		$43.2M Sell
1,025,828
-25,102
-2% -$1.04M 12.38% 1
2024
Q4 		$42.6M Buy
1,050,930
+59,625
+6% +$2.46M 12.77% 1
2024
Q3 		$41.9M Buy
991,305
+40,221
+4% +$1.68M 13.07% 1
2024
Q2 		$38.8M Buy
951,084
+106,621
+13% +$4.35M 12.58% 1
2024
Q1 		$34.8M Buy
844,463
+143,560
+20% +$5.89M 11.86% 1
2023
Q4 		$28.9M Buy
+700,903
New +$28.1M 11.1% 2

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
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

Heirloom Wealth Management's DFIP Position: Q2 2026 in Review

Heirloom Wealth Management reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 1.8% in Q2 2026, selling an estimated $144K and leaving 188,774 shares worth $7.79M. The position accounts for 1.13% of the portfolio, ranked #24.

Heirloom Wealth Management first reported a position in DFIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $45.5M in Q4 2025. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Heirloom Wealth Management held 188,774 shares of Dimensional Inflation-Protected Securities ETF worth $7.79M as of Q2 2026.
  • Heirloom Wealth Management sold 3,440 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $144K.
  • Dimensional Inflation-Protected Securities ETF made up 1.13% of Heirloom Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Heirloom Wealth Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2023 and has held it in 11 quarters since.
  • Heirloom Wealth Management's Dimensional Inflation-Protected Securities ETF position peaked at $45.5M in Q4 2025.
  • 167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.