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Yardley Wealth Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Yardley Wealth Management’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 		$13M Buy
315,060
+26,935
+9% +$1.13M 5.9% 6
2026
Q1 		$12M Buy
288,125
+18,102
+7% +$758K 6.16% 6
2025
Q4 		$11.2M Buy
270,023
+31,495
+13% +$1.33M 5.96% 5
2025
Q3 		$10.1M Sell
238,528
-11,758
-5% -$495K 5.63% 6
2025
Q2 		$10.5M Buy
250,286
+8,885
+4% +$369K 5.72% 5
2025
Q1 		$10.2M Sell
241,401
-32,103
-12% -$1.32M 5.99% 5
2024
Q4 		$11.1M Buy
273,504
+37,990
+16% +$1.57M 5.41% 6
2024
Q3 		$9.96M Buy
+235,514
New +$9.81M 5.91% 5

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
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Yardley Wealth Management's DFIP Position: Q2 2026 in Review

Yardley Wealth Management increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 9.3% in Q2 2026, buying an estimated $1.13M and bringing the position to 315,060 shares worth $13M. The position accounts for 5.9% of the portfolio, ranked #6.

Yardley Wealth Management first reported a position in DFIP in Q3 2024 and has held it in 8 quarters since. 36 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Yardley Wealth Management held 315,060 shares of Dimensional Inflation-Protected Securities ETF worth $13M as of Q2 2026.
  • Yardley Wealth Management bought 26,935 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $1.13M.
  • Dimensional Inflation-Protected Securities ETF made up 5.9% of Yardley Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Yardley Wealth Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q3 2024 and has held it in 8 quarters since.
  • 36 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Yardley Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.