Prosperity Capital Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Prosperity Capital 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	$352K	Sell	9,012 -586	-6%	-$23.6K	0.02%	322
2026 Q2	$396K	Sell	9,598 -774	-7%	-$32.4K	0.02%	305
2026 Q1	$433K	Sell	10,372 -264	-2%	-$11.1K	0.02%	284
2025 Q4	$442K	Sell	10,636 -12,898	-55%	-$543K	0.03%	264
2025 Q3	$994K	Buy	23,534 +2,291	+11%	+$96.4K	0.06%	192
2025 Q2	$888K	Sell	21,243 -260	-1%	-$10.8K	0.06%	185
2025 Q1	$906K	Buy	21,503 +4,656	+28%	+$192K	0.07%	165
2024 Q4	$682K	Buy	16,847 +1,342	+9%	+$55.4K	0.06%	192
2024 Q3	$656K	Buy	15,505 +5,077	+49%	+$212K	0.06%	193
2024 Q2	$426K	Buy	+10,428	New	+$426K	0.05%	211

Other funds holding DFIP

FFO

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

PWS

Physician Wealth Solutions North Las Vegas, Nevada $254M AUM 10.29% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 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

HWM

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 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

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

Prosperity Capital Advisors's DFIP Position: Q3 2026 in Review

Prosperity Capital Advisors reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 6.1% in Q3 2026, selling an estimated $23.6K and leaving 9,012 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #322.

Prosperity Capital Advisors first reported a position in DFIP in Q2 2024 and has held it in 10 quarters since. The position peaked at $994K in Q3 2025. 25 funds tracked by Wall St. Rank hold DFIP as of Q3 2026.

Prosperity Capital Advisors held 9,012 shares of Dimensional Inflation-Protected Securities ETF worth $352K as of Q3 2026.
Prosperity Capital Advisors sold 586 Dimensional Inflation-Protected Securities ETF shares in Q3 2026, an estimated $23.6K.
Dimensional Inflation-Protected Securities ETF made up 0.02% of Prosperity Capital Advisors's portfolio in Q3 2026, its #322 holding.
Prosperity Capital Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2024 and has held it in 10 quarters since.
Prosperity Capital Advisors's Dimensional Inflation-Protected Securities ETF position peaked at $994K in Q3 2025.
25 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2026.

Based on Prosperity Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.