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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
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

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 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
SC
Scratch Capital Boise, Idaho $201M AUM 19.88% 1-Year Est. Return
CWM
Core Wealth Management Jupiter, Florida $356M AUM 16.73% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Vestment Financial's DFIP Position: Q2 2026 in Review

Vestment Financial increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 0.52% in Q2 2026, buying an estimated $34.5K and bringing the position to 159,371 shares worth $6.56M. The position accounts for 2.94% of the portfolio, ranked #9.

Vestment Financial first reported a position in DFIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.69M in Q1 2026. 80 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Vestment Financial held 159,371 shares of Dimensional Inflation-Protected Securities ETF worth $6.56M as of Q2 2026.
  • Vestment Financial bought 825 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $34.5K.
  • Dimensional Inflation-Protected Securities ETF made up 2.94% of Vestment Financial's portfolio in Q2 2026, its #9 holding.
  • Vestment Financial first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2024 and has held it in 7 quarters since.
  • Vestment Financial's Dimensional Inflation-Protected Securities ETF position peaked at $6.69M in Q1 2026.
  • 80 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Vestment Financial's 13F filing for Q2 2026, filed 24 Jul 2026.