HWM
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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
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

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

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

HFG Wealth Management reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 34% in Q2 2026, selling an estimated $155K and leaving 7,042 shares worth $291K. The position accounts for 0.29% of the portfolio, ranked #40.

HFG Wealth Management first reported a position in DFIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $460K in Q2 2025. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • HFG Wealth Management held 7,042 shares of Dimensional Inflation-Protected Securities ETF worth $291K as of Q2 2026.
  • HFG Wealth Management sold 3,704 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $155K.
  • Dimensional Inflation-Protected Securities ETF made up 0.29% of HFG Wealth Management's portfolio in Q2 2026, its #40 holding.
  • HFG Wealth Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2023 and has held it in 11 quarters since.
  • HFG Wealth Management's Dimensional Inflation-Protected Securities ETF position peaked at $460K in Q2 2025.
  • 167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

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