BFEC
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Benjamin F. Edwards & Company’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Benjamin F. Edwards & Company’s Portfolio DFIP Stock Details DFIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-190
Closed -$8K – 1847
2022
Q3 		$8K Hold
190
– – ﹤0.01% 1425
2022
Q2 		$8K Buy
+190
New +$8.68K ﹤0.01% 1424

Other funds holding DFIP

HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return
CWM
Core Wealth Management Jupiter, Florida $326M AUM 14.89% 1-Year Est. Return

Benjamin F. Edwards & Company's DFIP Position: Q4 2022 in Review

Benjamin F. Edwards & Company sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q4 2022, closing a stake of 190 shares — an estimated $8K sold.

Benjamin F. Edwards & Company first reported a position in DFIP in Q2 2022 and held it in 2 quarters. The position peaked at $8K in Q3 2022. 71 funds tracked by Wall St. Rank hold DFIP as of Q4 2022.

  • Benjamin F. Edwards & Company reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q4 2022 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 190 Dimensional Inflation-Protected Securities ETF shares in Q4 2022, an estimated $8K.
  • Benjamin F. Edwards & Company first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2022 and held it in 2 quarters.
  • Benjamin F. Edwards & Company's Dimensional Inflation-Protected Securities ETF position peaked at $8K in Q3 2022.
  • 71 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q4 2022.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2022, filed 7 Feb 2023.