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MB Generational Wealth’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

MB Generational 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
Q1 		$2.3M Buy
55,075
+7,281
+15% +$305K 1.27% 17
2025
Q4 		$1.99M Buy
47,794
+39,248
+459% +$1.65M 1.05% 19
2025
Q3 		$361K Buy
+8,546
New +$360K 0.23% 44
2025
Q1 		$226K Buy
+5,369
New +$221K 0.17% 46

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 $18.9B AUM 18.9% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
PS
Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $448M AUM 21.79% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

MB Generational Wealth's DFIP Position: Q1 2026 in Review

MB Generational Wealth increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 15% in Q1 2026, buying an estimated $305K and bringing the position to 55,075 shares worth $2.3M. The position accounts for 1.27% of the portfolio, ranked #17.

MB Generational Wealth first reported a position in DFIP in Q1 2025 and has held it in 4 quarters since. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • MB Generational Wealth held 55,075 shares of Dimensional Inflation-Protected Securities ETF worth $2.3M as of Q1 2026.
  • MB Generational Wealth bought 7,281 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $305K.
  • Dimensional Inflation-Protected Securities ETF made up 1.27% of MB Generational Wealth's portfolio in Q1 2026, its #17 holding.
  • MB Generational Wealth first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2025 and has held it in 4 quarters since.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on MB Generational Wealth's 13F filing for Q1 2026, filed 4 May 2026.