Vestment Financial’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Vestment Financial’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	$6.14M	Sell	157,228 -2,143	-1%	-$86.5K	2.74%	9
2026 Q2	$6.56M	Buy	159,371 +825	+0.5%	+$34.5K	2.94%	9
2026 Q1	$6.69M	Buy	158,546 +4,224	+3%	+$177K	3.15%	9
2025 Q4	$6.43M	Buy	154,322 +16,955	+12%	+$713K	3.33%	9
2025 Q3	$5.81M	Buy	137,367 +6,935	+5%	+$292K	3.32%	9
2025 Q2	$5.45M	Buy	130,432 +6,970	+6%	+$290K	3.45%	9
2025 Q1	$5.21M	Buy	123,462 +5,425	+5%	+$224K	3.74%	8
2024 Q4	$4.77M	Buy	+118,037	New	+$4.87M	3.65%	8

Other funds holding DFIP

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return

Physician Wealth Solutions North Las Vegas, Nevada $254M AUM 10.29% 1-Year Est. Return

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

Yardley Wealth Management Yardley, Pennsylvania $229M AUM 12.49% 1-Year Est. Return

Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Vestment Financial's DFIP Position: Q3 2026 in Review

Vestment Financial reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 1.3% in Q3 2026, selling an estimated $86.5K and leaving 157,228 shares worth $6.14M. The position accounts for 2.74% of the portfolio, ranked #9.

Vestment Financial first reported a position in DFIP in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.69M in Q1 2026. 74 funds tracked by Wall St. Rank hold DFIP as of Q3 2026.

Vestment Financial held 157,228 shares of Dimensional Inflation-Protected Securities ETF worth $6.14M as of Q3 2026.
Vestment Financial sold 2,143 Dimensional Inflation-Protected Securities ETF shares in Q3 2026, an estimated $86.5K.
Dimensional Inflation-Protected Securities ETF made up 2.74% of Vestment Financial's portfolio in Q3 2026, its #9 holding.
Vestment Financial first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2024 and has held it in 8 quarters since.
Vestment Financial's Dimensional Inflation-Protected Securities ETF position peaked at $6.69M in Q1 2026.
74 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2026.

Based on Vestment Financial's 13F filing for Q3 2026, filed 13 Oct 2026.