CIAS
CFS Investment Advisory Services’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Buy |
49,050
+193
| +0.4% | +$8.07K | 0.17% | 111 |
|
|
2025
Q1 | $2.06M | Buy |
48,857
+2,757
| +6% | +$116K | 0.18% | 102 |
|
|
2024
Q4 | $1.87M | Buy |
46,100
+677
| +1% | +$27.4K | 0.17% | 112 |
|
|
2024
Q3 | $1.92M | Sell |
45,423
-216
| -0.5% | -$9.13K | 0.16% | 109 |
|
|
2024
Q2 | $1.86M | Buy |
45,639
+935
| +2% | +$38.2K | 0.15% | 98 |
|
|
2024
Q1 | $1.84M | Sell |
44,704
-1,921
| -4% | -$79.2K | 0.31% | 55 |
|
|
2023
Q4 | $1.93M | Buy |
46,625
+1,996
| +4% | +$82.4K | 0.35% | 49 |
|
|
2023
Q3 | $1.78M | Buy |
44,629
+1,279
| +3% | +$50.9K | 0.28% | 64 |
|
|
2023
Q2 | $1.79M | Buy |
43,350
+459
| +1% | +$19K | 0.23% | 82 |
|
|
2023
Q1 | $1.84M | Buy |
42,891
+2,571
| +6% | +$110K | 0.33% | 49 |
|
|
2022
Q4 | $1.66M | Sell |
40,320
-152,930
| -79% | -$6.3M | 0.38% | 39 |
|
|
2022
Q3 | $5K | Buy |
+193,250
| New | +$5K | ﹤0.01% | 140 |
|