SWM
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SpringVest Wealth Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

SpringVest Wealth 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
Q1 		– Sell
-5,264
Closed -$219K – 68
2025
Q4 		$219K Buy
+5,264
New +$221K 0.15% 67

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BPA
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PCI
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HIGP
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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
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $448M AUM 21.79% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

SpringVest Wealth Management's DFIP Position: Q1 2026 in Review

SpringVest Wealth Management sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q1 2026, closing a stake of 5,264 shares — an estimated $219K sold.

SpringVest Wealth Management first reported a position in DFIP in Q4 2025 and held it in 1 quarter. The position peaked at $219K in Q4 2025. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • SpringVest Wealth Management reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q1 2026 after selling out during the quarter.
  • SpringVest Wealth Management sold 5,264 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $219K.
  • SpringVest Wealth Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2025 and held it in 1 quarter.
  • SpringVest Wealth Management's Dimensional Inflation-Protected Securities ETF position peaked at $219K in Q4 2025.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on SpringVest Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.