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Alpha Financial Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Alpha Financial Advisors’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
Q4 		– Sell
-55,384
Closed -$2.2M – 46
2023
Q3 		$2.2M Sell
55,384
-305
-0.5% -$12.4K 1.4% 14
2023
Q2 		$2.3M Buy
55,689
+6,772
+14% +$285K 1.44% 14
2023
Q1 		$2.1M Buy
48,917
+6,373
+15% +$267K 1.45% 14
2022
Q4 		$1.75M Buy
+42,544
New +$1.76M 1.52% 14

Other funds holding DFIP

HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $555M AUM 19.9% 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
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return
CWM
Core Wealth Management Jupiter, Florida $326M AUM 14.89% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return

Alpha Financial Advisors's DFIP Position: Q4 2023 in Review

Alpha Financial Advisors sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q4 2023, closing a stake of 55,384 shares — an estimated $2.2M sold.

Alpha Financial Advisors first reported a position in DFIP in Q4 2022 and held it in 4 quarters. The position peaked at $2.3M in Q2 2023. 88 funds tracked by Wall St. Rank hold DFIP as of Q4 2023.

  • Alpha Financial Advisors reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q4 2023 after selling out during the quarter.
  • Alpha Financial Advisors sold 55,384 Dimensional Inflation-Protected Securities ETF shares in Q4 2023, an estimated $2.2M.
  • Alpha Financial Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2022 and held it in 4 quarters.
  • Alpha Financial Advisors's Dimensional Inflation-Protected Securities ETF position peaked at $2.3M in Q2 2023.
  • 88 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q4 2023.

Based on Alpha Financial Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.