Alpha Financial Advisors’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
2023
Q4
Sell
-55,384
Closed -$2.2M 46
2023
Q3
$2.2M Sell
55,384
-305
-0.5% -$12.1K 1.4% 14
2023
Q2
$2.3M Buy
55,689
+6,772
+14% +$280K 1.44% 14
2023
Q1
$2.1M Buy
48,917
+6,373
+15% +$273K 1.45% 14
2022
Q4
$1.75M Buy
+42,544
New +$1.75M 1.52% 14