Coppell Advisory Solutions’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$3.51K | ﹤0.01% | 1151 |
|
2023
Q3 | $494 | Sell |
12
-617
| -98% | -$25.4K | ﹤0.01% | 1015 |
|
2023
Q2 | $25.9K | Buy |
+629
| New | +$25.9K | 0.01% | 510 |
|
2023
Q1 | – | Sell |
-12
| Closed | -$494 | – | 416 |
|
2022
Q4 | $494 | Buy |
+12
| New | +$494 | ﹤0.01% | 1018 |
|