Saxony Capital Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Saxony Capital 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
2026 Q2	$1.66M	Buy	40,339 +27,265	+209%	+$1.14M	0.76%	34
2026 Q1	$545K	Sell	13,074 -2,754	-17%	-$115K	0.32%	77
2025 Q4	$658K	Sell	15,828 -46,317	-75%	-$1.95M	0.4%	62
2025 Q3	$2.62M	Buy	62,145 +20,512	+49%	+$863K	1.73%	14
2025 Q2	$1.74M	Sell	41,633 -11,453	-22%	-$476K	1.33%	27
2025 Q1	$2.24M	Buy	53,086 +37,315	+237%	+$1.54M	1.96%	14
2024 Q4	$639K	Sell	15,771 -51,313	-76%	-$2.12M	0.56%	43
2024 Q3	$2.84M	Sell	67,084 -796	-1%	-$33.2K	2.6%	8
2024 Q2	$2.77M	Buy	67,880 +10,574	+18%	+$431K	3.05%	6
2024 Q1	$2.36M	Buy	57,306 +6,710	+13%	+$275K	2.85%	11
2023 Q4	$2.09M	Buy	+50,596	New	+$2.03M	2.77%	12

Other funds holding DFIP

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

PWS

Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 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

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

FOA

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

AWM

Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

Saxony Capital Management's DFIP Position: Q2 2026 in Review

Saxony Capital Management increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 209% in Q2 2026, buying an estimated $1.14M and bringing the position to 40,339 shares worth $1.66M. The position accounts for 0.76% of the portfolio, ranked #34.

Saxony Capital Management first reported a position in DFIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.84M in Q3 2024. 58 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

Saxony Capital Management held 40,339 shares of Dimensional Inflation-Protected Securities ETF worth $1.66M as of Q2 2026.
Saxony Capital Management bought 27,265 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $1.14M.
Dimensional Inflation-Protected Securities ETF made up 0.76% of Saxony Capital Management's portfolio in Q2 2026, its #34 holding.
Saxony Capital Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2023 and has held it in 11 quarters since.
Saxony Capital Management's Dimensional Inflation-Protected Securities ETF position peaked at $2.84M in Q3 2024.
58 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.