Advisornet Financial’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20
| Closed | -$842 | – | 2249 |
|
|
2025
Q1 | $842 | Hold |
20
| – | – | ﹤0.01% | 1879 |
|
|
2024
Q4 | $810 | Buy |
+20
| New | +$810 | ﹤0.01% | 1688 |
|
|
2024
Q1 | – | Sell |
-275
| Closed | -$11.4K | – | 2150 |
|
|
2023
Q4 | $11.4K | Sell |
275
-43
| -14% | -$1.78K | ﹤0.01% | 1272 |
|
|
2023
Q3 | $12.7K | Sell |
318
-194
| -38% | -$7.72K | ﹤0.01% | 1181 |
|
|
2023
Q2 | $21.2K | Sell |
512
-130
| -20% | -$5.37K | ﹤0.01% | 1069 |
|
|
2023
Q1 | $27.5K | Sell |
642
-2,484
| -79% | -$106K | ﹤0.01% | 969 |
|
|
2022
Q4 | $129K | Sell |
3,126
-9,801
| -76% | -$403K | 0.01% | 569 |
|
|
2022
Q3 | $525K | Buy |
12,927
+1,158
| +10% | +$47K | 0.05% | 312 |
|
|
2022
Q2 | $518K | Buy |
11,769
+6,965
| +145% | +$307K | 0.05% | 307 |
|
|
2022
Q1 | $229K | Buy |
+4,804
| New | +$229K | 0.01% | 529 |
|