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

Align 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
2022 Q4	$23.6K	Buy	+580	New	+$24K	0.02%	104

Other funds holding DFIP

Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

Leading Edge Financial Planning Knoxville, Tennessee $562M AUM 17.93% 1-Year Est. Return

Core Wealth Management Jupiter, Florida $356M AUM 16.73% 1-Year Est. Return

Align Wealth Management's DFIP Position: Q4 2022 in Review

Align Wealth Management opened a new position in Dimensional Inflation-Protected Securities ETF (DFIP) in Q4 2022: 580 shares worth $23.6K. The stake represents 0.02% of the portfolio and ranks #104 among its holdings.

71 funds tracked by Wall St. Rank hold DFIP as of Q4 2022.

Align Wealth Management held 580 shares of Dimensional Inflation-Protected Securities ETF worth $23.6K as of Q4 2022.
Dimensional Inflation-Protected Securities ETF was a new Align Wealth Management position in Q4 2022.
Dimensional Inflation-Protected Securities ETF made up 0.02% of Align Wealth Management's portfolio in Q4 2022, its #104 holding.
71 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.