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

McCartney 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 		$4.38M Buy
106,130
+6,119
+6% +$256K 3.32% 9
2026
Q1 		$4.17M Buy
100,011
+1,563
+2% +$65.4K 3.51% 9
2025
Q4 		$4.09M Buy
+98,448
New +$4.14M 3.53% 9

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

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

McCartney Wealth Management increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 6.1% in Q2 2026, buying an estimated $256K and bringing the position to 106,130 shares worth $4.38M. The position accounts for 3.32% of the portfolio, ranked #9.

McCartney Wealth Management first reported a position in DFIP in Q4 2025 and has held it in 3 quarters since. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • McCartney Wealth Management held 106,130 shares of Dimensional Inflation-Protected Securities ETF worth $4.38M as of Q2 2026.
  • McCartney Wealth Management bought 6,119 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $256K.
  • Dimensional Inflation-Protected Securities ETF made up 3.32% of McCartney Wealth Management's portfolio in Q2 2026, its #9 holding.
  • McCartney Wealth Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • 167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on McCartney Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.