AWM
Austin Wealth Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Buy |
261,287
+19,815
| +8% | +$827K | 1.94% | 18 |
|
|
2025
Q1 | $10.1M | Buy |
241,472
+19,406
| +9% | +$809K | 2.02% | 18 |
|
|
2024
Q4 | $9.04M | Buy |
222,066
+11,691
| +6% | +$476K | 1.87% | 18 |
|
|
2024
Q3 | $8.88M | Buy |
210,375
+10,866
| +5% | +$458K | 1.95% | 17 |
|
|
2024
Q2 | $8.23M | Buy |
199,509
+19,029
| +11% | +$785K | 1.93% | 17 |
|
|
2024
Q1 | $7.36M | Buy |
180,480
+5,930
| +3% | +$242K | 1.82% | 17 |
|
|
2023
Q4 | $7.11M | Buy |
174,550
+14,915
| +9% | +$608K | 1.91% | 16 |
|
|
2023
Q3 | $6.37M | Buy |
+159,635
| New | +$6.37M | 1.97% | 16 |
|