JWA
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JFS Wealth Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

JFS Wealth Advisors’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 		$7.34K Buy
178
+100
+128% +$4.19K ﹤0.01% 1140
2026
Q1 		$3.25K Sell
78
-4,202
-98% -$176K ﹤0.01% 1347
2025
Q4 		$178K Sell
4,280
-6
-0.1% -$252 0.01% 333
2025
Q3 		$181K Buy
4,286
+405
+10% +$17K 0.01% 339
2025
Q2 		$162K Sell
3,881
-20
-0.5% -$831 0.01% 314
2025
Q1 		$164K Buy
+3,901
New +$161K 0.01% 324

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BWA
BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
PWIA
Porter White Investment Advisors Birmingham, Alabama $260M AUM 23.16% 1-Year Est. Return

JFS Wealth Advisors's DFIP Position: Q2 2026 in Review

JFS Wealth Advisors increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 128% in Q2 2026, buying an estimated $4.19K and bringing the position to 178 shares worth $7.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

JFS Wealth Advisors first reported a position in DFIP in Q1 2025 and has held it in 6 quarters since. The position peaked at $181K in Q3 2025. 36 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • JFS Wealth Advisors held 178 shares of Dimensional Inflation-Protected Securities ETF worth $7.34K as of Q2 2026.
  • JFS Wealth Advisors bought 100 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $4.19K.
  • Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1140 holding.
  • JFS Wealth Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2025 and has held it in 6 quarters since.
  • JFS Wealth Advisors's Dimensional Inflation-Protected Securities ETF position peaked at $181K in Q3 2025.
  • 36 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.