MASECO Private Wealth’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

MASECO Private Wealth’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	$77K	Hold	1,866	–	–	﹤0.01%	149
2026 Q1	$77.9K	Hold	1,866	–	–	﹤0.01%	127
2025 Q4	$77.5K	Hold	1,866	–	–	﹤0.01%	138
2025 Q3	$78.8K	Hold	1,866	–	–	﹤0.01%	70
2025 Q2	$78K	Buy	+1,866	New	+$77.6K	﹤0.01%	140

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

Pinney & Scofield Cambridge, Massachusetts $205M AUM 24.85% 1-Year Est. Return

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

MASECO Private Wealth's DFIP Position: Q2 2026 in Review

MASECO Private Wealth held its Dimensional Inflation-Protected Securities ETF (DFIP) position steady in Q2 2026 at 1,866 shares worth $77K. The position accounts for ﹤0.01% of the portfolio, ranked #149.

MASECO Private Wealth first reported a position in DFIP in Q2 2025 and has held it in 5 quarters since. The position peaked at $78.8K in Q3 2025. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

MASECO Private Wealth held 1,866 shares of Dimensional Inflation-Protected Securities ETF worth $77K as of Q2 2026.
MASECO Private Wealth left its Dimensional Inflation-Protected Securities ETF share count unchanged in Q2 2026.
Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #149 holding.
MASECO Private Wealth first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2025 and has held it in 5 quarters since.
MASECO Private Wealth's Dimensional Inflation-Protected Securities ETF position peaked at $78.8K in Q3 2025.
167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.