Crown Wealth Group’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-105,024
Closed -$5.02M 79
2022
Q1
$5.02M Buy
105,024
+33,674
+47% +$1.61M 3.49% 7
2021
Q4
$3.54M Buy
+71,350
New +$3.54M 3.29% 7