3LCM
DFIP icon

3D/L Capital Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

3D/L Capital 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
2023
Q2 		– Sell
-4,717
Closed -$202K – 102
2023
Q1 		$202K Buy
+4,717
New +$197K 0.05% 103
2022
Q3 		– Sell
-4,557
Closed -$200K – 103
2022
Q2 		$200K Buy
4,557
+69
+2% +$3.15K 0.06% 103
2022
Q1 		$214K Buy
+4,488
New +$217K 0.05% 118

Other funds holding DFIP

HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
CWM
Core Wealth Management Jupiter, Florida $356M AUM 16.73% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return

3D/L Capital Management's DFIP Position: Q2 2023 in Review

3D/L Capital Management sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q2 2023, closing a stake of 4,717 shares — an estimated $202K sold.

3D/L Capital Management first reported a position in DFIP in Q1 2022 and held it in 3 quarters. The position peaked at $214K in Q1 2022. 75 funds tracked by Wall St. Rank hold DFIP as of Q2 2023.

  • 3D/L Capital Management reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q2 2023 after selling out during the quarter.
  • 3D/L Capital Management sold 4,717 Dimensional Inflation-Protected Securities ETF shares in Q2 2023, an estimated $202K.
  • 3D/L Capital Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2022 and held it in 3 quarters.
  • 3D/L Capital Management's Dimensional Inflation-Protected Securities ETF position peaked at $214K in Q1 2022.
  • 75 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2023.

Based on 3D/L Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.