VPWA
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Vestia Personal Wealth Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Vestia Personal Wealth Advisors’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 		$1.33M Sell
31,840
-1,420
-4% -$59.5K 0.62% 29
2025
Q4 		$1.38M Buy
33,260
+559
+2% +$23.5K 0.7% 27
2025
Q3 		$1.38M Buy
32,701
+1,415
+5% +$59.6K 0.8% 28
2025
Q2 		$1.31M Buy
31,286
+4,093
+15% +$170K 0.9% 23
2025
Q1 		$1.15M Buy
27,193
+1,740
+7% +$71.8K 0.91% 23
2024
Q4 		$1.03M Buy
25,453
+7,570
+42% +$312K 0.85% 26
2024
Q3 		$756K Buy
17,883
+1,627
+10% +$67.8K 0.71% 29
2024
Q2 		$664K Buy
+16,256
New +$663K 0.71% 31

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
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
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

Vestia Personal Wealth Advisors's DFIP Position: Q1 2026 in Review

Vestia Personal Wealth Advisors reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 4.3% in Q1 2026, selling an estimated $59.5K and leaving 31,840 shares worth $1.33M. The position accounts for 0.62% of the portfolio, ranked #29.

Vestia Personal Wealth Advisors first reported a position in DFIP in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.38M in Q4 2025. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Vestia Personal Wealth Advisors held 31,840 shares of Dimensional Inflation-Protected Securities ETF worth $1.33M as of Q1 2026.
  • Vestia Personal Wealth Advisors sold 1,420 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $59.5K.
  • Dimensional Inflation-Protected Securities ETF made up 0.62% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #29 holding.
  • Vestia Personal Wealth Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2024 and has held it in 8 quarters since.
  • Vestia Personal Wealth Advisors's Dimensional Inflation-Protected Securities ETF position peaked at $1.38M in Q4 2025.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.