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 Q3	$2.32M	Buy	59,337 +18,998	+47%	+$767K	0.97%	26
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

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

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

Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return

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

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

Scratch Capital Boise, Idaho $157M AUM 12.32% 1-Year Est. Return

Yardley Wealth Management Yardley, Pennsylvania $229M AUM 12.49% 1-Year Est. Return

Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

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

Saxony Capital Management's DFIP Position: Q3 2026 in Review

Saxony Capital Management increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 47% in Q3 2026, buying an estimated $767K and bringing the position to 59,337 shares worth $2.32M. The position accounts for 0.97% of the portfolio, ranked #26.

Saxony Capital Management first reported a position in DFIP in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.84M in Q3 2024. 106 funds tracked by Wall St. Rank hold DFIP as of Q3 2026.

Saxony Capital Management held 59,337 shares of Dimensional Inflation-Protected Securities ETF worth $2.32M as of Q3 2026.
Saxony Capital Management bought 18,998 Dimensional Inflation-Protected Securities ETF shares in Q3 2026, an estimated $767K.
Dimensional Inflation-Protected Securities ETF made up 0.97% of Saxony Capital Management's portfolio in Q3 2026, its #26 holding.
Saxony Capital Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2023 and has held it in 12 quarters since.
Saxony Capital Management's Dimensional Inflation-Protected Securities ETF position peaked at $2.84M in Q3 2024.
106 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2026.

Based on Saxony Capital Management's 13F filing for Q3 2026, filed 15 Oct 2026.