Axxcess Wealth Management’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
Q2
Sell
-18,531
Closed -$764K 870
2024
Q1
$764K Buy
18,531
+1,373
+8% +$56.6K 0.02% 434
2023
Q4
$708K Buy
+17,158
New +$708K 0.02% 422