CCM
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Covington Capital Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Covington Capital Management’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
2022
Q3 		$57K Hold
1,397
– – ﹤0.01% 546
2022
Q2 		$61K Buy
+1,397
New +$63.8K ﹤0.01% 522

Other funds holding DFIP

HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
SHWM
Silicon Hills Wealth Management Austin, Texas $177M AUM 13.62% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Covington Capital Management's DFIP Position: Q3 2022 in Review

Covington Capital Management held its Dimensional Inflation-Protected Securities ETF (DFIP) position steady in Q3 2022 at 1,397 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Covington Capital Management first reported a position in DFIP in Q2 2022 and has held it in 2 quarters since. The position peaked at $61K in Q2 2022. 60 funds tracked by Wall St. Rank hold DFIP as of Q3 2022.

  • Covington Capital Management held 1,397 shares of Dimensional Inflation-Protected Securities ETF worth $57K as of Q3 2022.
  • Covington Capital Management left its Dimensional Inflation-Protected Securities ETF share count unchanged in Q3 2022.
  • Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of Covington Capital Management's portfolio in Q3 2022, its #546 holding.
  • Covington Capital Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2022 and has held it in 2 quarters since.
  • Covington Capital Management's Dimensional Inflation-Protected Securities ETF position peaked at $61K in Q2 2022.
  • 60 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2022.

Based on Covington Capital Management's 13F filing for Q3 2022, filed 15 Nov 2022.