HWM
DFIP icon

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

Hemington 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
2025
Q3 		$38.5M Buy
912,827
+146,941
+19% +$6.18M 5.01% 6
2025
Q2 		$32M Buy
765,886
+46,510
+6% +$1.93M 4.64% 6
2025
Q1 		$30.3M Buy
719,376
+470,949
+190% +$19.4M 4.7% 6
2024
Q4 		$10.1M Buy
248,427
+63,390
+34% +$2.62M 2.53% 10
2024
Q3 		$7.63M Buy
185,037
+97,924
+112% +$4.08M 2.06% 11
2024
Q2 		$3.56M Buy
87,113
+9,674
+12% +$395K 1.2% 17
2024
Q1 		$3.19M Buy
77,439
+1,336
+2% +$54.8K 1.16% 16
2023
Q4 		$3.14M Buy
+76,103
New +$3.05M 1.21% 16

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
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
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Hemington Wealth Management's DFIP Position: Q3 2025 in Review

Hemington Wealth Management increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 19% in Q3 2025, buying an estimated $6.18M and bringing the position to 912,827 shares worth $38.5M. The position accounts for 5.01% of the portfolio, ranked #6.

Hemington Wealth Management first reported a position in DFIP in Q4 2023 and has held it in 8 quarters since. 146 funds tracked by Wall St. Rank hold DFIP as of Q3 2025.

  • Hemington Wealth Management held 912,827 shares of Dimensional Inflation-Protected Securities ETF worth $38.5M as of Q3 2025.
  • Hemington Wealth Management bought 146,941 Dimensional Inflation-Protected Securities ETF shares in Q3 2025, an estimated $6.18M.
  • Dimensional Inflation-Protected Securities ETF made up 5.01% of Hemington Wealth Management's portfolio in Q3 2025, its #6 holding.
  • Hemington Wealth Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2023 and has held it in 8 quarters since.
  • 146 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.