KFG Wealth Management
DFIP icon

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
Q3 		$11.2M Buy
287,198
+22,295
+8% +$900K 1.22% 17
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 		$9.6M 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

FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $254M AUM 10.29% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VF
Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
BWA
BCU Wealth Advisors Vernon Hills, Illinois $309M AUM 12.7% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PWIA
Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return

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

KFG Wealth Management increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 8.4% in Q3 2026, buying an estimated $900K and bringing the position to 287,198 shares worth $11.2M. The position accounts for 1.22% of the portfolio, ranked #17.

KFG Wealth Management first reported a position in DFIP in Q1 2024 and has held it in 11 quarters since. 34 funds tracked by Wall St. Rank hold DFIP as of Q3 2026.

  • KFG Wealth Management held 287,198 shares of Dimensional Inflation-Protected Securities ETF worth $11.2M as of Q3 2026.
  • KFG Wealth Management bought 22,295 Dimensional Inflation-Protected Securities ETF shares in Q3 2026, an estimated $900K.
  • Dimensional Inflation-Protected Securities ETF made up 1.22% of KFG Wealth Management's portfolio in Q3 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 11 quarters since.
  • 34 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2026.

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