Heirloom Wealth Management
DFIP icon

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
Q3 		$5.93M Sell
151,801
-36,973
-20% -$1.49M 0.77% 28
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

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
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
PWIA
Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return

Heirloom Wealth Management's DFIP Position: Q3 2026 in Review

Heirloom Wealth Management reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 20% in Q3 2026, selling an estimated $1.49M and leaving 151,801 shares worth $5.93M. The position accounts for 0.77% of the portfolio, ranked #28.

Heirloom Wealth Management first reported a position in DFIP in Q4 2023 and has held it in 12 quarters since. The position peaked at $45.5M in Q4 2025. 39 funds tracked by Wall St. Rank hold DFIP as of Q3 2026.

  • Heirloom Wealth Management held 151,801 shares of Dimensional Inflation-Protected Securities ETF worth $5.93M as of Q3 2026.
  • Heirloom Wealth Management sold 36,973 Dimensional Inflation-Protected Securities ETF shares in Q3 2026, an estimated $1.49M.
  • Dimensional Inflation-Protected Securities ETF made up 0.77% of Heirloom Wealth Management's portfolio in Q3 2026, its #28 holding.
  • Heirloom Wealth Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2023 and has held it in 12 quarters since.
  • Heirloom Wealth Management's Dimensional Inflation-Protected Securities ETF position peaked at $45.5M in Q4 2025.
  • 39 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2026.

Based on Heirloom Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.