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Coppell Advisory Solutions’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-77
Closed -$3.12K – 694
2024
Q4 		$3.12K Hold
77
– – ﹤0.01% 1446
2024
Q3 		$3.26K Hold
77
– – ﹤0.01% 1355
2024
Q2 		$3.14K Buy
+77
New +$3.14K ﹤0.01% 1297
2023
Q4 		$4K Buy
97
+85
+708% +$3.41K ﹤0.01% 1151
2023
Q3 		$494 Sell
12
-617
-98% -$25.2K ﹤0.01% 1015
2023
Q2 		$25.9K Buy
+629
New +$26.5K 0.01% 510
2023
Q1 		– Sell
-12
Closed -$494 – 416
2022
Q4 		$494 Buy
+12
New +$496 ﹤0.01% 1018

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 $555M AUM 19.9% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
HWM
Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 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
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

Coppell Advisory Solutions's DFIP Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q1 2025, closing a stake of 77 shares — an estimated $3.12K sold.

Coppell Advisory Solutions first reported a position in DFIP in Q4 2022 and held it in 7 quarters. The position peaked at $25.9K in Q2 2023. 139 funds tracked by Wall St. Rank hold DFIP as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 77 Dimensional Inflation-Protected Securities ETF shares in Q1 2025, an estimated $3.12K.
  • Coppell Advisory Solutions first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Dimensional Inflation-Protected Securities ETF position peaked at $25.9K in Q2 2023.
  • 139 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.