CWM
DFIP icon

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

Castle Wealth Management’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
-1
Closed – – 231
2022
Q3 		$0 Sell
1
-284
-100% -$12.6K ﹤0.01% 683
2022
Q2 		$13K Buy
+285
New +$13K 0.01% 360

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

Castle Wealth Management's DFIP Position: Q4 2022 in Review

Castle Wealth Management sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q4 2022, closing a stake of 1 share.

Castle Wealth Management first reported a position in DFIP in Q2 2022 and held it in 2 quarters. The position peaked at $13K in Q2 2022. 71 funds tracked by Wall St. Rank hold DFIP as of Q4 2022.

  • Castle Wealth Management reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 1 Dimensional Inflation-Protected Securities ETF share in Q4 2022.
  • Castle Wealth Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Dimensional Inflation-Protected Securities ETF position peaked at $13K in Q2 2022.
  • 71 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.