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Sax Wealth Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Sax Wealth 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
2025
Q4 		– Sell
-8,243
Closed -$348K – 497
2025
Q3 		$348K Hold
8,243
– – 0.02% 327
2025
Q2 		$345K Buy
8,243
+2,850
+53% +$118K 0.02% 316
2025
Q1 		$227K Buy
+5,393
New +$222K 0.02% 336

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $555M AUM 19.9% 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
PS
Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Sax Wealth Advisors's DFIP Position: Q4 2025 in Review

Sax Wealth Advisors sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q4 2025, closing a stake of 8,243 shares — an estimated $348K sold.

Sax Wealth Advisors first reported a position in DFIP in Q1 2025 and held it in 3 quarters. The position peaked at $348K in Q3 2025. 159 funds tracked by Wall St. Rank hold DFIP as of Q4 2025.

  • Sax Wealth Advisors reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Sax Wealth Advisors sold 8,243 Dimensional Inflation-Protected Securities ETF shares in Q4 2025, an estimated $348K.
  • Sax Wealth Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2025 and held it in 3 quarters.
  • Sax Wealth Advisors's Dimensional Inflation-Protected Securities ETF position peaked at $348K in Q3 2025.
  • 159 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q4 2025.

Based on Sax Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.