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

HFG 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	$291K	Hold	7,042	–	–	0.29%	39
2026 Q2	$291K	Sell	7,042 -3,704	-34%	-$155K	0.29%	40
2026 Q1	$448K	Buy	10,746 +99	+0.9%	+$4.14K	0.25%	41
2025 Q4	$442K	Sell	10,647 -6	-0.1%	-$252	0.24%	39
2025 Q3	$450K	Sell	10,653 -267	-2%	-$11.2K	0.24%	38
2025 Q2	$460K	Buy	10,920 +245	+2%	+$10.2K	0.28%	40
2025 Q1	$432K	Buy	10,675 +645	+6%	+$26.6K	0.26%	41
2024 Q4	$424K	Buy	10,030 +189	+2%	+$7.8K	0.28%	32
2024 Q3	$402K	Hold	9,841	–	–	0.26%	33
2024 Q2	$402K	Buy	9,841 +1,138	+13%	+$46.4K	0.26%	33
2024 Q1	$359K	Buy	8,703 +253	+3%	+$10.4K	0.21%	29
2023 Q4	$349K	Buy	+8,450	New	+$339K	0.09%	51

Other funds holding DFIP

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Physician Wealth Solutions North Las Vegas, Nevada $254M AUM 10.29% 1-Year Est. Return

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

BCU Wealth Advisors Vernon Hills, Illinois $309M AUM 12.7% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

HFG Wealth Management held its Dimensional Inflation-Protected Securities ETF (DFIP) position steady in Q3 2026 at 7,042 shares worth $291K. The position accounts for 0.29% of the portfolio, ranked #39.

HFG Wealth Management first reported a position in DFIP in Q4 2023 and has held it in 12 quarters since. The position peaked at $460K in Q2 2025. 43 funds tracked by Wall St. Rank hold DFIP as of Q3 2026.

HFG Wealth Management held 7,042 shares of Dimensional Inflation-Protected Securities ETF worth $291K as of Q3 2026.
HFG Wealth Management left its Dimensional Inflation-Protected Securities ETF share count unchanged in Q3 2026.
Dimensional Inflation-Protected Securities ETF made up 0.29% of HFG Wealth Management's portfolio in Q3 2026, its #39 holding.
HFG Wealth Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2023 and has held it in 12 quarters since.
HFG Wealth Management's Dimensional Inflation-Protected Securities ETF position peaked at $460K in Q2 2025.
43 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2026.

Based on HFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.