Physician Wealth Solutions’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Physician Wealth Solutions’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	$18.1M	Buy	464,572 +1,846	+0.4%	+$74.5K	7.14%	3
2026 Q2	$19.1M	Buy	462,726 +34,812	+8%	+$1.46M	7.24%	3
2026 Q1	$17.9M	Buy	427,914 +34,468	+9%	+$1.44M	7.39%	3
2025 Q4	$16.3M	Buy	393,446 +22,561	+6%	+$949K	6.93%	3
2025 Q3	$15.7M	Buy	370,885 +20,450	+6%	+$861K	6.84%	3
2025 Q2	$14.7M	Sell	350,435 -983	-0.3%	-$40.9K	6.79%	3
2025 Q1	$14.8M	Sell	351,418 -3,496	-1%	-$144K	7.44%	3
2024 Q4	$14.4M	Buy	354,914 +1,811	+0.5%	+$74.7K	7.2%	4
2024 Q3	$14.6M	Buy	353,103 +208,435	+144%	+$8.68M	7.28%	3
2024 Q2	$5.91M	Buy	144,668 +28,453	+24%	+$1.16M	4.22%	11
2024 Q1	$4.79M	Buy	116,215 +33,536	+41%	+$1.38M	4.03%	11
2023 Q4	$3.41M	Buy	+82,679	New	+$3.32M	3.41%	10

Other funds holding DFIP

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

BWA

BCU Wealth Advisors Vernon Hills, Illinois $309M AUM 12.7% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PWIA

Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return

Physician Wealth Solutions's DFIP Position: Q3 2026 in Review

Physician Wealth Solutions increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 0.4% in Q3 2026, buying an estimated $74.5K and bringing the position to 464,572 shares worth $18.1M. The position accounts for 7.14% of the portfolio, ranked #3.

Physician Wealth Solutions first reported a position in DFIP in Q4 2023 and has held it in 12 quarters since. The position peaked at $19.1M in Q2 2026. 34 funds tracked by Wall St. Rank hold DFIP as of Q3 2026.

Physician Wealth Solutions held 464,572 shares of Dimensional Inflation-Protected Securities ETF worth $18.1M as of Q3 2026.
Physician Wealth Solutions bought 1,846 Dimensional Inflation-Protected Securities ETF shares in Q3 2026, an estimated $74.5K.
Dimensional Inflation-Protected Securities ETF made up 7.14% of Physician Wealth Solutions's portfolio in Q3 2026, its #3 holding.
Physician Wealth Solutions first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2023 and has held it in 12 quarters since.
Physician Wealth Solutions's Dimensional Inflation-Protected Securities ETF position peaked at $19.1M in Q2 2026.
34 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2026.

Based on Physician Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.