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Bridge Advisory’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Bridge Advisory’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
2024
Q2 		– Sell
-6,229
Closed -$257K – 100
2024
Q1 		$257K Sell
6,229
-2,979
-32% -$122K 0.13% 91
2023
Q4 		$380K Sell
9,208
-25,013
-73% -$1M 0.19% 82
2023
Q3 		$1.36M Sell
34,221
-239
-0.7% -$9.74K 0.48% 55
2023
Q2 		$1.42M Buy
34,460
+100
+0.3% +$4.21K 0.52% 48
2023
Q1 		$1.47M Sell
34,360
-2,122
-6% -$88.8K 0.57% 43
2022
Q4 		$1.5M Buy
36,482
+1,826
+5% +$75.4K 0.63% 40
2022
Q3 		$1.41M Buy
34,656
+13,816
+66% +$611K 0.69% 38
2022
Q2 		$923K Buy
+20,840
New +$952K 0.44% 51

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $555M AUM 19.9% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Bridge Advisory's DFIP Position: Q2 2024 in Review

Bridge Advisory sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q2 2024, closing a stake of 6,229 shares — an estimated $257K sold.

Bridge Advisory first reported a position in DFIP in Q2 2022 and held it in 8 quarters. The position peaked at $1.5M in Q4 2022. 100 funds tracked by Wall St. Rank hold DFIP as of Q2 2024.

  • Bridge Advisory reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q2 2024 after selling out during the quarter.
  • Bridge Advisory sold 6,229 Dimensional Inflation-Protected Securities ETF shares in Q2 2024, an estimated $257K.
  • Bridge Advisory first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2022 and held it in 8 quarters.
  • Bridge Advisory's Dimensional Inflation-Protected Securities ETF position peaked at $1.5M in Q4 2022.
  • 100 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2024.

Based on Bridge Advisory's 13F filing for Q2 2024, filed 23 Jul 2024.