Chico Wealth RIA’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $296K | Hold |
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|
2024
Q2 | $285K | Buy |
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|
2024
Q1 | $262K | Hold |
|
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|
2023
Q4 | $263K | Hold |
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|
2023
Q3 | $253K | Hold |
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|
2023
Q2 | $263K | Sell |
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|
2023
Q1 | $338K | Sell |
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|
2022
Q4 | $474K | Hold |
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|
2022
Q3 | $468K | Sell |
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|
2022
Q2 | $6.31M | Buy |
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|
2022
Q1 | $6.22M | Buy |
|