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
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 $18.9B AUM 18.9% 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
PS
Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $448M AUM 21.79% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

HFG Wealth Management's DFIP Position: Q1 2026 in Review

HFG Wealth Management increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 0.93% in Q1 2026, buying an estimated $4.14K and bringing the position to 10,746 shares worth $448K. The position accounts for 0.25% of the portfolio, ranked #41.

HFG Wealth Management first reported a position in DFIP in Q4 2023 and has held it in 10 quarters since. The position peaked at $460K in Q2 2025. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • HFG Wealth Management held 10,746 shares of Dimensional Inflation-Protected Securities ETF worth $448K as of Q1 2026.
  • HFG Wealth Management bought 99 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $4.14K.
  • Dimensional Inflation-Protected Securities ETF made up 0.25% of HFG Wealth Management's portfolio in Q1 2026, its #41 holding.
  • HFG Wealth Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2023 and has held it in 10 quarters since.
  • HFG Wealth Management's Dimensional Inflation-Protected Securities ETF position peaked at $460K in Q2 2025.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on HFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.