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 $906M AUM 20.13% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 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 $3.12B AUM 22.88% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $276M AUM 20.55% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 1-Year Est. Return

Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return

Core Wealth Management Jupiter, Florida $326M AUM 14.89% 1-Year Est. Return