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Chico Wealth RIA’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Chico Wealth RIA’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
Q4 		– Sell
-6,991
Closed -$296K – 32
2024
Q3 		$296K Hold
6,991
– – 0.25% 24
2024
Q2 		$285K Buy
6,991
+628
+10% +$25.6K 0.26% 24
2024
Q1 		$262K Hold
6,363
– – 0.25% 25
2023
Q4 		$263K Hold
6,363
– – 0.27% 26
2023
Q3 		$253K Hold
6,363
– – 0.3% 22
2023
Q2 		$263K Sell
6,363
-1,523
-19% -$64.2K 0.31% 19
2023
Q1 		$338K Sell
7,886
-3,635
-32% -$152K 0.43% 17
2022
Q4 		$474K Hold
11,521
– – 0.53% 14
2022
Q3 		$468K Sell
11,521
-131,963
-92% -$5.84M 0.54% 15
2022
Q2 		$6.31M Buy
143,484
+13,323
+10% +$609K 5.13% 5
2022
Q1 		$6.22M Buy
+130,161
New +$6.3M 4.98% 7

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 $690M AUM 16.03% 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 $1.06B AUM 12.82% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
PS
Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return

Chico Wealth RIA's DFIP Position: Q4 2024 in Review

Chico Wealth RIA sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q4 2024, closing a stake of 6,991 shares — an estimated $296K sold.

Chico Wealth RIA first reported a position in DFIP in Q1 2022 and held it in 11 quarters. The position peaked at $6.31M in Q2 2022. 128 funds tracked by Wall St. Rank hold DFIP as of Q4 2024.

  • Chico Wealth RIA reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q4 2024 after selling out during the quarter.
  • Chico Wealth RIA sold 6,991 Dimensional Inflation-Protected Securities ETF shares in Q4 2024, an estimated $296K.
  • Chico Wealth RIA first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2022 and held it in 11 quarters.
  • Chico Wealth RIA's Dimensional Inflation-Protected Securities ETF position peaked at $6.31M in Q2 2022.
  • 128 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q4 2024.

Based on Chico Wealth RIA's 13F filing for Q4 2024, filed 22 Jan 2025.