Onyx Financial Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Onyx Financial 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 Q3	$2.21M	Buy	56,512 +2,281	+4%	+$92.1K	0.79%	9
2026 Q2	$2.24M	Buy	54,231 +174	+0.3%	+$7.29K	0.81%	9
2026 Q1	$2.26M	Buy	54,057 +11,557	+27%	+$484K	0.94%	9
2025 Q4	$1.77M	Buy	42,500 +3,574	+9%	+$150K	0.75%	9
2025 Q3	$1.64M	Buy	38,926 +810	+2%	+$34.1K	0.73%	8
2025 Q2	$1.59M	Buy	38,116 +12,551	+49%	+$522K	0.76%	8
2025 Q1	$1.08M	Buy	25,565 +1,186	+5%	+$48.9K	0.57%	10
2024 Q4	$987K	Buy	24,379 +9,865	+68%	+$407K	0.54%	10
2024 Q3	$614K	Sell	14,514 -191	-1%	-$7.96K	0.34%	12
2024 Q2	$600K	Buy	14,705 +3,491	+31%	+$142K	0.36%	10
2024 Q1	$463K	Buy	+11,214	New	+$460K	0.29%	11

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

Scratch Capital Boise, Idaho $157M AUM 12.32% 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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

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

Onyx Financial Advisors's DFIP Position: Q3 2026 in Review

Onyx Financial Advisors increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 4.2% in Q3 2026, buying an estimated $92.1K and bringing the position to 56,512 shares worth $2.21M. The position accounts for 0.79% of the portfolio, ranked #9.

Onyx Financial Advisors first reported a position in DFIP in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.26M in Q1 2026. 106 funds tracked by Wall St. Rank hold DFIP as of Q3 2026.

Onyx Financial Advisors held 56,512 shares of Dimensional Inflation-Protected Securities ETF worth $2.21M as of Q3 2026.
Onyx Financial Advisors bought 2,281 Dimensional Inflation-Protected Securities ETF shares in Q3 2026, an estimated $92.1K.
Dimensional Inflation-Protected Securities ETF made up 0.79% of Onyx Financial Advisors's portfolio in Q3 2026, its #9 holding.
Onyx Financial Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2024 and has held it in 11 quarters since.
Onyx Financial Advisors's Dimensional Inflation-Protected Securities ETF position peaked at $2.26M in Q1 2026.
106 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2026.

Based on Onyx Financial Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.