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Market Street Wealth Management Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Market Street Wealth Management 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 		$12.8M Buy
310,187
+5,044
+2% +$211K 1.82% 17
2026
Q1 		$12.7M Buy
305,143
+4,046
+1% +$169K 2.01% 17
2025
Q4 		$12.5M Buy
301,097
+2,642
+0.9% +$111K 1.95% 17
2025
Q3 		$12.6M Buy
298,455
+8,284
+3% +$349K 2% 17
2025
Q2 		$12.1M Buy
290,171
+6,166
+2% +$256K 1.98% 18
2025
Q1 		$12M Buy
284,005
+902
+0.3% +$37.2K 2.03% 18
2024
Q4 		$11.5M Buy
283,103
+13,615
+5% +$562K 1.92% 18
2024
Q3 		$11.4M Buy
269,488
+2,327
+0.9% +$96.9K 1.87% 18
2024
Q2 		$10.9M Buy
267,161
+10,968
+4% +$448K 1.87% 18
2024
Q1 		$10.6M Buy
256,193
+2,154
+0.8% +$88.4K 1.86% 18
2023
Q4 		$10.5M Buy
254,039
+53,698
+27% +$2.16M 2.19% 16
2023
Q3 		$7.97M Buy
200,341
+188,823
+1,639% +$7.7M 2.04% 14
2023
Q2 		$476K Sell
11,518
-10,338
-47% -$436K 0.12% 69
2023
Q1 		$936K Sell
21,856
-155,775
-88% -$6.52M 0.25% 56
2022
Q4 		$7.31M Sell
177,631
-114,538
-39% -$4.73M 2.12% 10
2022
Q3 		$11.9M Sell
292,169
-62,565
-18% -$2.77M 3.77% 7
2022
Q2 		$15.6M Buy
+354,734
New +$16.2M 4.82% 6
2022
Q1 		– Sell
-146,859
Closed -$7.29M – 77
2021
Q4 		$7.29M Buy
+146,859
New +$7.27M 2.38% 11

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 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
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
SC
Scratch Capital Boise, Idaho $201M AUM 19.88% 1-Year Est. Return
CWM
Core Wealth Management Jupiter, Florida $356M AUM 16.73% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Market Street Wealth Management Advisors's DFIP Position: Q2 2026 in Review

Market Street Wealth Management Advisors increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 1.7% in Q2 2026, buying an estimated $211K and bringing the position to 310,187 shares worth $12.8M. The position accounts for 1.82% of the portfolio, ranked #17.

Market Street Wealth Management Advisors first reported a position in DFIP in Q4 2021 and has held it in 18 quarters since. The position peaked at $15.6M in Q2 2022. 100 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Market Street Wealth Management Advisors held 310,187 shares of Dimensional Inflation-Protected Securities ETF worth $12.8M as of Q2 2026.
  • Market Street Wealth Management Advisors bought 5,044 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $211K.
  • Dimensional Inflation-Protected Securities ETF made up 1.82% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #17 holding.
  • Market Street Wealth Management Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2021 and has held it in 18 quarters since.
  • Market Street Wealth Management Advisors's Dimensional Inflation-Protected Securities ETF position peaked at $15.6M in Q2 2022.
  • 100 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.