BWA
BCU Wealth Advisors’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 | $4.05M | Buy |
96,949
+13,852
| +17% | +$579K | 1.82% | 7 |
|
|
2025
Q1 | $3.5M | Sell |
83,097
-6,304
| -7% | -$265K | 1.82% | 8 |
|
|
2024
Q4 | $3.62M | Buy |
89,401
+44,003
| +97% | +$1.78M | 2.07% | 8 |
|
|
2024
Q3 | $1.92M | Buy |
45,398
+4,468
| +11% | +$189K | 1.14% | 14 |
|
|
2024
Q2 | $1.67M | Buy |
40,930
+5,795
| +16% | +$237K | 1.23% | 14 |
|
|
2024
Q1 | $1.45M | Buy |
35,135
+3,678
| +12% | +$152K | 1.23% | 13 |
|
|
2023
Q4 | $1.3M | Buy |
+31,457
| New | +$1.3M | 1.41% | 11 |
|