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NWAM LLC’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

NWAM LLC’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 		$2.19M Buy
52,471
+2,415
+5% +$101K 0.13% 166
2025
Q4 		$2.08M Buy
50,056
+6,827
+16% +$287K 0.12% 177
2025
Q3 		$1.83M Buy
43,229
+2,312
+6% +$97.3K 0.1% 193
2025
Q2 		$1.71M Buy
40,917
+1,252
+3% +$52K 0.1% 197
2025
Q1 		$1.67M Buy
39,665
+5,163
+15% +$213K 0.14% 143
2024
Q4 		$1.4M Buy
34,502
+4,310
+14% +$178K 0.09% 216
2024
Q3 		$1.28M Buy
+30,192
New +$1.26M 0.08% 228
2024
Q2 		– Sell
-24,503
Closed -$1.01M – 238
2024
Q1 		$1.01M Buy
24,503
+400
+2% +$16.4K 0.08% 223
2023
Q4 		$995K Buy
24,103
+409
+2% +$16.4K 0.08% 230
2023
Q3 		$942K Buy
23,694
+5,039
+27% +$205K 0.1% 198
2023
Q2 		$771K Buy
+18,655
New +$786K 0.06% 260
2023
Q1 		– Sell
-15,999
Closed -$659K – 500
2022
Q4 		$659K Buy
+15,999
New +$661K 0.06% 265

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

NWAM LLC's DFIP Position: Q1 2026 in Review

NWAM LLC increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 4.8% in Q1 2026, buying an estimated $101K and bringing the position to 52,471 shares worth $2.19M. The position accounts for 0.13% of the portfolio, ranked #166.

NWAM LLC first reported a position in DFIP in Q4 2022 and has held it in 12 quarters since. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • NWAM LLC held 52,471 shares of Dimensional Inflation-Protected Securities ETF worth $2.19M as of Q1 2026.
  • NWAM LLC bought 2,415 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $101K.
  • Dimensional Inflation-Protected Securities ETF made up 0.13% of NWAM LLC's portfolio in Q1 2026, its #166 holding.
  • NWAM LLC first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2022 and has held it in 12 quarters since.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.