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

PBMares 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
2025
Q3 		$1.27M Sell
30,090
-200
-0.7% -$8.42K 0.21% 60
2025
Q2 		$1.27M Sell
30,290
-636
-2% -$26.4K 0.23% 55
2025
Q1 		$1.3M Sell
30,926
-344
-1% -$14.2K 0.26% 54
2024
Q4 		$1.27M Sell
31,270
-783
-2% -$32.3K 0.26% 57
2024
Q3 		$1.36M Sell
32,053
-712
-2% -$29.7K 0.28% 51
2024
Q2 		$1.34M Sell
32,765
-66
-0.2% -$2.69K 0.33% 47
2024
Q1 		$1.35M Sell
32,831
-1,567
-5% -$64.3K 0.35% 47
2023
Q4 		$1.42M Sell
34,398
-878
-2% -$35.2K 0.43% 41
2023
Q3 		$1.4M Buy
35,276
+2,242
+7% +$91.4K 0.51% 35
2023
Q2 		$1.36M Buy
33,034
+8,756
+36% +$369K 0.49% 40
2023
Q1 		$1.04M Hold
24,278
– – 0.39% 47
2022
Q4 		$999K Hold
24,278
– – 0.4% 49
2022
Q3 		$987K Buy
24,278
+18,132
+295% +$802K 0.43% 47
2022
Q2 		$270K Buy
+6,146
New +$281K 0.12% 125

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $555M AUM 19.9% 1-Year Est. Return
HWM
Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 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
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
PS
Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return

PBMares Wealth Management's DFIP Position: Q3 2025 in Review

PBMares Wealth Management reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 0.66% in Q3 2025, selling an estimated $8.42K and leaving 30,090 shares worth $1.27M. The position accounts for 0.21% of the portfolio, ranked #60.

PBMares Wealth Management first reported a position in DFIP in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.42M in Q4 2023. 146 funds tracked by Wall St. Rank hold DFIP as of Q3 2025.

  • PBMares Wealth Management held 30,090 shares of Dimensional Inflation-Protected Securities ETF worth $1.27M as of Q3 2025.
  • PBMares Wealth Management sold 200 Dimensional Inflation-Protected Securities ETF shares in Q3 2025, an estimated $8.42K.
  • Dimensional Inflation-Protected Securities ETF made up 0.21% of PBMares Wealth Management's portfolio in Q3 2025, its #60 holding.
  • PBMares Wealth Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2022 and has held it in 14 quarters since.
  • PBMares Wealth Management's Dimensional Inflation-Protected Securities ETF position peaked at $1.42M in Q4 2023.
  • 146 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.