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

Northwest 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	$671K	Sell	16,264 -241	-1%	-$10.1K	0.09%	102
2026 Q1	$689K	Sell	16,505 -119	-0.7%	-$4.98K	0.1%	95
2025 Q4	$691K	Sell	16,624 -2,909	-15%	-$122K	0.11%	92
2025 Q3	$825K	Buy	19,533 +2,542	+15%	+$107K	0.14%	83
2025 Q2	$710K	Buy	16,991 +307	+2%	+$12.8K	0.13%	86
2025 Q1	$703K	Sell	16,684 -1,900	-10%	-$78.4K	0.14%	85
2024 Q4	$752K	Sell	18,584 -8,980	-33%	-$371K	0.16%	81
2024 Q3	$1.17M	Buy	27,564 +28	+0.1%	+$1.17K	0.27%	65
2024 Q2	$1.12M	Sell	27,536 -1,430	-5%	-$58.4K	0.29%	65
2024 Q1	$1.19M	Sell	28,966 -4,720	-14%	-$194K	0.33%	61
2023 Q4	$1.39M	Sell	33,686 -2,574	-7%	-$103K	0.42%	53
2023 Q3	$1.44M	Sell	36,260 -4,209	-10%	-$172K	0.52%	47
2023 Q2	$1.67M	Sell	40,469 -3,369	-8%	-$142K	0.61%	42
2023 Q1	$1.88M	Sell	43,838 -7,149	-14%	-$299K	0.72%	41
2022 Q4	$2.1M	Sell	50,987 -32,164	-39%	-$1.33M	0.9%	36
2022 Q3	$3.38M	Buy	83,151 +9,781	+13%	+$433K	1.49%	19
2022 Q2	$3.23M	Buy	+73,370	New	+$3.35M	1.4%	20

Other funds holding DFIP

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

PWS

Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return

YWM

Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return

FOA

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

BWA

BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return

HNWA

Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return

AFC

Ares Financial Consulting Calabasas, California $139M AUM

PWIA

Porter White Investment Advisors Birmingham, Alabama $260M AUM 23.16% 1-Year Est. Return

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

Northwest Wealth Management reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 1.5% in Q2 2026, selling an estimated $10.1K and leaving 16,264 shares worth $671K. The position accounts for 0.09% of the portfolio, ranked #102.

Northwest Wealth Management first reported a position in DFIP in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.38M in Q3 2022. 36 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

Northwest Wealth Management held 16,264 shares of Dimensional Inflation-Protected Securities ETF worth $671K as of Q2 2026.
Northwest Wealth Management sold 241 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $10.1K.
Dimensional Inflation-Protected Securities ETF made up 0.09% of Northwest Wealth Management's portfolio in Q2 2026, its #102 holding.
Northwest Wealth Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2022 and has held it in 17 quarters since.
Northwest Wealth Management's Dimensional Inflation-Protected Securities ETF position peaked at $3.38M in Q3 2022.
36 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.