Annapolis Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $552K | Buy |
13,061
+1,824
| +16% | +$77.1K | 0.16% | 63 |
|
|
2024
Q2 | $459K | Sell |
11,237
-231
| -2% | -$9.43K | 0.15% | 65 |
|
|
2024
Q1 | $473K | Sell |
11,468
-56,500
| -83% | -$2.33M | 0.16% | 67 |
|
|
2023
Q4 | $2.81M | Buy |
67,968
+5,261
| +8% | +$217K | 0.7% | 40 |
|
|
2023
Q3 | $2.49M | Buy |
62,707
+26,518
| +73% | +$1.05M | 0.72% | 39 |
|
|
2023
Q2 | $1.49M | Buy |
36,189
+5,399
| +18% | +$223K | 0.43% | 53 |
|
|
2023
Q1 | $1.32M | Buy |
30,790
+8,003
| +35% | +$343K | 0.4% | 56 |
|
|
2022
Q4 | $938K | Buy |
22,787
+14,162
| +164% | +$583K | 0.3% | 60 |
|
|
2022
Q3 | $351K | Buy |
+8,625
| New | +$351K | 0.13% | 90 |
|