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
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

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BWA
BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
PWIA
Porter White Investment Advisors Birmingham, Alabama $260M AUM 23.16% 1-Year Est. Return

Wealth Enhancement Advisory Services's DFIP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 1.4% in Q2 2026, buying an estimated $14.6K and bringing the position to 24,667 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2060.

Wealth Enhancement Advisory Services first reported a position in DFIP in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.62M in Q1 2024. 36 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Wealth Enhancement Advisory Services held 24,667 shares of Dimensional Inflation-Protected Securities ETF worth $1.02M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 348 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $14.6K.
  • Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2060 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dimensional Inflation-Protected Securities ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Dimensional Inflation-Protected Securities ETF position peaked at $4.62M in Q1 2024.
  • 36 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.