Core Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.31M | Buy |
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2025
Q1 | $8.82M | Buy |
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2024
Q4 | $8.16M | Buy |
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2024
Q3 | $7.61M | Hold |
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2024
Q2 | $7.61M | Buy |
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2024
Q1 | $7.19M | Buy |
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2023
Q4 | $6.8M | Buy |
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2023
Q3 | $6.46M | Buy |
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2023
Q2 | $6.47M | Buy |
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2023
Q1 | $6.57M | Buy |
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2022
Q4 | $6.29M | Buy |
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