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Castle Wealth Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Castle Wealth Management’s Portfolio DFIP Stock Details DFIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1
Closed – – 231
2022
Q3 		$0 Sell
1
-284
-100% – ﹤0.01% 683
2022
Q2 		$13K Buy
+285
New +$13K 0.01% 360