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

Meritas 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	$1.97M	Buy	50,540 +32,020	+173%	+$1.29M	0.71%	20
2026 Q2	$764K	Buy	18,520 +11,004	+146%	+$461K	0.3%	29
2026 Q1	$314K	Buy	7,516 +2,363	+46%	+$98.9K	0.14%	46
2025 Q4	$214K	Buy	5,153 +365	+8%	+$15.4K	0.1%	53
2025 Q3	$202K	Hold	4,788	–	–	0.1%	58
2025 Q2	$200K	Buy	+4,788	New	+$199K	0.11%	51

Other funds holding DFIP

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return

Physician Wealth Solutions North Las Vegas, Nevada $254M AUM 10.29% 1-Year Est. Return

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

Yardley Wealth Management Yardley, Pennsylvania $229M AUM 12.49% 1-Year Est. Return

Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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

Meritas Wealth Management increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 173% in Q3 2026, buying an estimated $1.29M and bringing the position to 50,540 shares worth $1.97M. The position accounts for 0.71% of the portfolio, ranked #20.

Meritas Wealth Management first reported a position in DFIP in Q2 2025 and has held it in 6 quarters since. 74 funds tracked by Wall St. Rank hold DFIP as of Q3 2026.

Meritas Wealth Management held 50,540 shares of Dimensional Inflation-Protected Securities ETF worth $1.97M as of Q3 2026.
Meritas Wealth Management bought 32,020 Dimensional Inflation-Protected Securities ETF shares in Q3 2026, an estimated $1.29M.
Dimensional Inflation-Protected Securities ETF made up 0.71% of Meritas Wealth Management's portfolio in Q3 2026, its #20 holding.
Meritas Wealth Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2025 and has held it in 6 quarters since.
74 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2026.

Based on Meritas Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.