Wealth Enhancement Advisory Services
DFIP icon

Wealth Enhancement Advisory Services’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Wealth Enhancement Advisory Services’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 		$929K Sell
23,670
-997
-4% -$40.2K ﹤0.01% 2241
2026
Q2 		$1.02M Buy
24,667
+348
+1% +$14.6K ﹤0.01% 2060
2026
Q1 		$1.02M Sell
24,319
-5,998
-20% -$251K ﹤0.01% 1785
2025
Q4 		$1.26M Buy
30,317
+675
+2% +$28.4K ﹤0.01% 1801
2025
Q3 		$1.25M Sell
29,642
-417
-1% -$17.6K ﹤0.01% 1723
2025
Q2 		$1.25M Sell
30,059
-736
-2% -$30.6K ﹤0.01% 1619
2025
Q1 		$1.3M Sell
30,795
-129
-0.4% -$5.32K ﹤0.01% 1474
2024
Q4 		$1.25M Sell
30,924
-1,243
-4% -$51.3K ﹤0.01% 1425
2024
Q3 		$1.36M Sell
32,167
-15,699
-33% -$654K ﹤0.01% 1243
2024
Q2 		$1.95M Sell
47,866
-64,087
-57% -$2.62M ﹤0.01% 993
2024
Q1 		$4.62M Buy
111,953
+21,159
+23% +$868K 0.01% 688
2023
Q4 		$3.75M Buy
90,794
+4,977
+6% +$200K 0.01% 688
2023
Q3 		$3.41M Buy
+85,817
New +$3.5M 0.01% 675

Other funds holding DFIP

FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $254M AUM 10.29% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VF
Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
BWA
BCU Wealth Advisors Vernon Hills, Illinois $309M AUM 12.7% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's DFIP Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 4% in Q3 2026, selling an estimated $40.2K and leaving 23,670 shares worth $929K. The position accounts for ﹤0.01% of the portfolio, ranked #2241.

Wealth Enhancement Advisory Services first reported a position in DFIP in Q3 2023 and has held it in 13 quarters since. The position peaked at $4.62M in Q1 2024. 35 funds tracked by Wall St. Rank hold DFIP as of Q3 2026.

  • Wealth Enhancement Advisory Services held 23,670 shares of Dimensional Inflation-Protected Securities ETF worth $929K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 997 Dimensional Inflation-Protected Securities ETF shares in Q3 2026, an estimated $40.2K.
  • Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2241 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dimensional Inflation-Protected Securities ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Dimensional Inflation-Protected Securities ETF position peaked at $4.62M in Q1 2024.
  • 35 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.