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

KFG 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 		$10.9M Buy
264,903
+9,858
+4% +$413K 1.23% 17
2026
Q1 		$10.6M Buy
255,045
+23,344
+10% +$977K 1.38% 16
2025
Q4 		$9.63M Buy
231,701
+16,800
+8% +$707K 1.29% 17
2025
Q3 		$9.08M Buy
214,901
+19,946
+10% +$840K 1.31% 14
2025
Q2 		$8.15M Buy
194,955
+4,598
+2% +$191K 1.31% 15
2025
Q1 		$8.02M Buy
190,357
+12,239
+7% +$505K 1.46% 14
2024
Q4 		$7.21M Buy
178,118
+75,072
+73% +$3.1M 1.35% 17
2024
Q3 		$4.36M Buy
103,046
+96,211
+1,408% +$4.01M 0.95% 25
2024
Q2 		$279K Buy
6,835
+1,333
+24% +$54.4K 0.11% 127
2024
Q1 		$227K Buy
+5,502
New +$226K 0.09% 146

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

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

KFG Wealth Management increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 3.9% in Q2 2026, buying an estimated $413K and bringing the position to 264,903 shares worth $10.9M. The position accounts for 1.23% of the portfolio, ranked #17.

KFG Wealth Management first reported a position in DFIP in Q1 2024 and has held it in 10 quarters since. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • KFG Wealth Management held 264,903 shares of Dimensional Inflation-Protected Securities ETF worth $10.9M as of Q2 2026.
  • KFG Wealth Management bought 9,858 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $413K.
  • Dimensional Inflation-Protected Securities ETF made up 1.23% of KFG Wealth Management's portfolio in Q2 2026, its #17 holding.
  • KFG Wealth Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2024 and has held it in 10 quarters since.
  • 167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.