TCP Asset Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

TCP Asset 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	$2.83M	Buy	72,305 +17,098	+31%	+$690K	0.32%	38
2026 Q2	$2.28M	Buy	55,207 +8,408	+18%	+$352K	0.26%	42
2026 Q1	$1.95M	Buy	46,799 +5,070	+12%	+$212K	0.25%	45
2025 Q4	$1.73M	Buy	41,729 +1,746	+4%	+$73.5K	0.29%	33
2025 Q3	$1.69M	Buy	39,983 +2,786	+7%	+$117K	0.3%	33
2025 Q2	$1.56M	Buy	37,197 +2,899	+8%	+$120K	0.31%	31
2025 Q1	$1.44M	Buy	34,298 +3,455	+11%	+$143K	0.32%	30
2024 Q4	$1.25M	Buy	30,843 +4,215	+16%	+$174K	0.28%	30
2024 Q3	$1.13M	Buy	26,628 +2,995	+13%	+$125K	0.26%	32
2024 Q2	$965K	Buy	23,633 +1,088	+5%	+$44.4K	0.24%	35
2024 Q1	$930K	Buy	22,545 +1,642	+8%	+$67.4K	0.25%	34
2023 Q4	$863K	Buy	20,903 +879	+4%	+$35.3K	0.32%	37
2023 Q3	$796K	Buy	20,024 +2,258	+13%	+$92.1K	0.34%	35
2023 Q2	$734K	Buy	17,766 +977	+6%	+$41.2K	0.31%	36
2023 Q1	$719K	Sell	16,789 -62,097	-79%	-$2.6M	0.4%	33
2022 Q4	$3.25M	Buy	+78,886	New	+$3.26M	2.54%	14

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

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 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

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

BWA

BCU Wealth Advisors Vernon Hills, Illinois $309M AUM 12.7% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TCP Asset Management's DFIP Position: Q3 2026 in Review

TCP Asset Management increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 31% in Q3 2026, buying an estimated $690K and bringing the position to 72,305 shares worth $2.83M. The position accounts for 0.32% of the portfolio, ranked #38.

TCP Asset Management first reported a position in DFIP in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.25M in Q4 2022. 39 funds tracked by Wall St. Rank hold DFIP as of Q3 2026.

TCP Asset Management held 72,305 shares of Dimensional Inflation-Protected Securities ETF worth $2.83M as of Q3 2026.
TCP Asset Management bought 17,098 Dimensional Inflation-Protected Securities ETF shares in Q3 2026, an estimated $690K.
Dimensional Inflation-Protected Securities ETF made up 0.32% of TCP Asset Management's portfolio in Q3 2026, its #38 holding.
TCP Asset Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2022 and has held it in 16 quarters since.
TCP Asset Management's Dimensional Inflation-Protected Securities ETF position peaked at $3.25M in Q4 2022.
39 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2026.

Based on TCP Asset Management's 13F filing for Q3 2026, filed 14 Oct 2026.