VPWA
DFIP icon

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
Q2 		$1.64M Buy
39,739
+7,899
+25% +$331K 0.64% 28
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 $21.5B AUM 23.65% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return
PS
Pinney & Scofield Cambridge, Massachusetts $205M AUM 24.85% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $562M AUM 17.93% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

Vestia Personal Wealth Advisors's DFIP Position: Q2 2026 in Review

Vestia Personal Wealth Advisors increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 25% in Q2 2026, buying an estimated $331K and bringing the position to 39,739 shares worth $1.64M. The position accounts for 0.64% of the portfolio, ranked #28.

Vestia Personal Wealth Advisors first reported a position in DFIP in Q2 2024 and has held it in 9 quarters since. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Vestia Personal Wealth Advisors held 39,739 shares of Dimensional Inflation-Protected Securities ETF worth $1.64M as of Q2 2026.
  • Vestia Personal Wealth Advisors bought 7,899 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $331K.
  • Dimensional Inflation-Protected Securities ETF made up 0.64% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Vestia Personal Wealth Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2024 and has held it in 9 quarters since.
  • 167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.