B
BetterWealth’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-155,988
| Closed | -$6.6M | – | 71 |
|
|
2024
Q3 | $6.6M | Buy |
155,988
+10,573
| +7% | +$447K | 1.95% | 11 |
|
|
2024
Q2 | $5.94M | Buy |
145,415
+15,137
| +12% | +$618K | 1.89% | 11 |
|
|
2024
Q1 | $5.37M | Buy |
130,278
+5,211
| +4% | +$215K | 1.75% | 11 |
|
|
2023
Q4 | $5.16M | Buy |
125,067
+829
| +0.7% | +$34.2K | 1.77% | 11 |
|
|
2023
Q3 | $4.94M | Buy |
124,238
+5,224
| +4% | +$208K | 1.99% | 11 |
|
|
2023
Q2 | $4.92M | Buy |
119,014
+450
| +0.4% | +$18.6K | 1.91% | 11 |
|
|
2023
Q1 | $5.08M | Buy |
118,564
+3,190
| +3% | +$137K | 2.06% | 11 |
|
|
2022
Q4 | $4.75M | Buy |
115,374
+1,233
| +1% | +$50.8K | 2.14% | 11 |
|
|
2022
Q3 | $4.64M | Buy |
114,141
+1,729
| +2% | +$70.3K | 2.39% | 10 |
|
|
2022
Q2 | $4.94M | Buy |
+112,412
| New | +$4.94M | 2.44% | 10 |
|