MWA
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Monograph Wealth Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Monograph Wealth 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 		$9.78M Buy
237,163
+3,788
+2% +$159K 0.8% 20
2026
Q1 		$9.74M Buy
233,375
+9,240
+4% +$387K 0.92% 19
2025
Q4 		$9.31M Buy
224,135
+3,866
+2% +$163K 0.91% 18
2025
Q3 		$9.3M Buy
220,269
+83,842
+61% +$3.53M 0.94% 19
2025
Q2 		$5.7M Buy
136,427
+6,546
+5% +$272K 0.7% 20
2025
Q1 		$5.47M Buy
129,881
+19,814
+18% +$817K 0.75% 18
2024
Q4 		$4.46M Buy
110,067
+10,066
+10% +$415K 0.59% 24
2024
Q3 		$4.23M Buy
100,001
+28,835
+41% +$1.2M 0.55% 22
2024
Q2 		$2.91M Buy
71,166
+55,061
+342% +$2.25M 0.42% 29
2024
Q1 		$664K Hold
16,105
– – 0.1% 76
2023
Q4 		$665K Buy
+16,105
New +$646K 0.12% 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 $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

Monograph Wealth Advisors's DFIP Position: Q2 2026 in Review

Monograph Wealth Advisors increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 1.6% in Q2 2026, buying an estimated $159K and bringing the position to 237,163 shares worth $9.78M. The position accounts for 0.8% of the portfolio, ranked #20.

Monograph Wealth Advisors first reported a position in DFIP in Q4 2023 and has held it in 11 quarters since. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Monograph Wealth Advisors held 237,163 shares of Dimensional Inflation-Protected Securities ETF worth $9.78M as of Q2 2026.
  • Monograph Wealth Advisors bought 3,788 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $159K.
  • Dimensional Inflation-Protected Securities ETF made up 0.8% of Monograph Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Monograph Wealth Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2023 and has held it in 11 quarters since.
  • 167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Monograph Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.