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 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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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

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

BWA

BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return

HNWA

Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return

AFC

Ares Financial Consulting Calabasas, California $139M AUM

PWIA

Porter White Investment Advisors Birmingham, Alabama $260M AUM 23.16% 1-Year Est. Return

TCP Asset Management's DFIP Position: Q2 2026 in Review

TCP Asset Management increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 18% in Q2 2026, buying an estimated $352K and bringing the position to 55,207 shares worth $2.28M. The position accounts for 0.26% of the portfolio, ranked #42.

TCP Asset Management first reported a position in DFIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.25M in Q4 2022. 36 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

TCP Asset Management held 55,207 shares of Dimensional Inflation-Protected Securities ETF worth $2.28M as of Q2 2026.
TCP Asset Management bought 8,408 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $352K.
Dimensional Inflation-Protected Securities ETF made up 0.26% of TCP Asset Management's portfolio in Q2 2026, its #42 holding.
TCP Asset Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2022 and has held it in 15 quarters since.
TCP Asset Management's Dimensional Inflation-Protected Securities ETF position peaked at $3.25M in Q4 2022.
36 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

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