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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
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

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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
AC
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Physician Wealth Solutions's DFIP Position: Q2 2026 in Review

Physician Wealth Solutions increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 8.1% in Q2 2026, buying an estimated $1.46M and bringing the position to 462,726 shares worth $19.1M. The position accounts for 7.24% of the portfolio, ranked #3.

Physician Wealth Solutions first reported a position in DFIP in Q4 2023 and has held it in 11 quarters since. 36 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Physician Wealth Solutions held 462,726 shares of Dimensional Inflation-Protected Securities ETF worth $19.1M as of Q2 2026.
  • Physician Wealth Solutions bought 34,812 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $1.46M.
  • Dimensional Inflation-Protected Securities ETF made up 7.24% of Physician Wealth Solutions's portfolio in Q2 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 11 quarters since.
  • 36 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Physician Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.