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Total Wealth Planning’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Total Wealth Planning’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
2025
Q4 		– Sell
-22,389
Closed -$946K – 53
2025
Q3 		$946K Buy
22,389
+880
+4% +$37K 0.11% 61
2025
Q2 		$899K Sell
21,509
-8,083
-27% -$336K 0.11% 60
2025
Q1 		$1.25M Buy
29,592
+697
+2% +$28.8K 0.19% 48
2024
Q4 		$1.17M Buy
28,895
+3,219
+13% +$133K 0.18% 51
2024
Q3 		$1.09M Sell
25,676
-2,942
-10% -$123K 0.17% 52
2024
Q2 		$1.18M Buy
28,618
+1,704
+6% +$69.5K 0.19% 50
2024
Q1 		$1.11M Sell
26,914
-743
-3% -$30.5K 0.19% 50
2023
Q4 		$1.14M Sell
27,657
-7,342
-21% -$295K 0.21% 50
2023
Q3 		$1.39M Sell
34,999
-107
-0.3% -$4.36K 0.28% 48
2023
Q2 		$1.45M Sell
35,106
-595
-2% -$25.1K 0.3% 46
2023
Q1 		$1.53M Sell
35,701
-1,016
-3% -$42.5K 0.34% 43
2022
Q4 		$1.51M Buy
36,717
+21,983
+149% +$908K 0.37% 41
2022
Q3 		$599K Buy
14,734
+4,207
+40% +$186K 0.17% 51
2022
Q2 		$463K Buy
+10,527
New +$481K 0.13% 63

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $555M AUM 19.9% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
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
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Total Wealth Planning's DFIP Position: Q4 2025 in Review

Total Wealth Planning sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q4 2025, closing a stake of 22,389 shares — an estimated $946K sold.

Total Wealth Planning first reported a position in DFIP in Q2 2022 and held it in 14 quarters. The position peaked at $1.53M in Q1 2023. 159 funds tracked by Wall St. Rank hold DFIP as of Q4 2025.

  • Total Wealth Planning reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Total Wealth Planning sold 22,389 Dimensional Inflation-Protected Securities ETF shares in Q4 2025, an estimated $946K.
  • Total Wealth Planning first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2022 and held it in 14 quarters.
  • Total Wealth Planning's Dimensional Inflation-Protected Securities ETF position peaked at $1.53M in Q1 2023.
  • 159 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.