Apella Capital’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 | $6.98M | Buy |
167,513
+1,462
| +0.9% | +$60.9K | 0.19% | 93 |
|
2025
Q1 | $6.9M | Buy |
166,051
+19,796
| +14% | +$823K | 0.24% | 79 |
|
2024
Q4 | $5.92M | Buy |
146,255
+12,928
| +10% | +$523K | 0.23% | 70 |
|
2024
Q3 | $5.65M | Sell |
133,327
-971
| -0.7% | -$41.2K | 0.23% | 61 |
|
2024
Q2 | $5.51M | Sell |
134,298
-5,318
| -4% | -$218K | 0.25% | 60 |
|
2024
Q1 | $5.78M | Sell |
139,616
-16,757
| -11% | -$693K | 0.29% | 58 |
|
2023
Q4 | $6.42M | Buy |
156,373
+126,679
| +427% | +$5.2M | 0.36% | 55 |
|
2023
Q3 | $1.18M | Buy |
29,694
+10,617
| +56% | +$422K | 0.08% | 105 |
|
2023
Q2 | $788K | Buy |
+19,077
| New | +$788K | 0.06% | 135 |
|