Allworth 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 | $1.1M | Buy |
26,199
+228
| +0.9% | +$9.53K | 0.01% | 608 |
|
|
2025
Q1 | $1.08M | Buy |
25,971
+185
| +0.7% | +$7.71K | 0.01% | 503 |
|
|
2024
Q4 | $1.05M | Sell |
25,786
-2,194
| -8% | -$89.2K | 0.01% | 525 |
|
|
2024
Q3 | $1.18M | Sell |
27,980
-2,650
| -9% | -$112K | 0.01% | 410 |
|
|
2024
Q2 | $1.26M | Buy |
+30,630
| New | +$1.26M | 0.01% | 390 |
|
|
2023
Q3 | – | Sell |
-142
| Closed | -$5.87K | – | 3461 |
|
|
2023
Q2 | $5.87K | Hold |
142
| – | – | ﹤0.01% | 2037 |
|
|
2023
Q1 | $6.08K | Buy |
+142
| New | +$6.08K | ﹤0.01% | 1964 |
|
|
2022
Q3 | – | Sell |
-4,127
| Closed | -$182K | – | 2746 |
|
|
2022
Q2 | $182K | Hold |
4,127
| – | – | ﹤0.01% | 576 |
|
|
2022
Q1 | $197K | Buy |
+4,127
| New | +$197K | ﹤0.01% | 555 |
|