Bridge Advisory’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 |
-6,229
| Closed | -$257K | – | 100 |
|
|
2024
Q1 | $257K | Sell |
6,229
-2,979
| -32% | -$123K | 0.13% | 91 |
|
|
2023
Q4 | $380K | Sell |
9,208
-25,013
| -73% | -$1.03M | 0.19% | 82 |
|
|
2023
Q3 | $1.36M | Sell |
34,221
-239
| -0.7% | -$9.51K | 0.48% | 55 |
|
|
2023
Q2 | $1.42M | Buy |
34,460
+100
| +0.3% | +$4.13K | 0.52% | 48 |
|
|
2023
Q1 | $1.47M | Sell |
34,360
-2,122
| -6% | -$90.9K | 0.57% | 43 |
|
|
2022
Q4 | $1.5M | Buy |
36,482
+1,826
| +5% | +$75.2K | 0.63% | 40 |
|
|
2022
Q3 | $1.41M | Buy |
34,656
+13,816
| +66% | +$562K | 0.69% | 38 |
|
|
2022
Q2 | $923K | Buy |
+20,840
| New | +$923K | 0.44% | 51 |
|