Concord Wealth Partners’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$150K Buy
3,595
+2,405
+202% +$101K 0.02% 227
2025
Q1
$50.1K Buy
+1,190
New +$50.1K 0.01% 317