CWG
DFIP icon

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

Crown Wealth Group’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
Q2 		– Sell
-105,024
Closed -$5.02M – 79
2022
Q1 		$5.02M Buy
105,024
+33,674
+47% +$1.63M 3.49% 7
2021
Q4 		$3.54M Buy
+71,350
New +$3.53M 3.29% 7

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 $634M AUM 12.49% 1-Year Est. Return
CWR
Chico Wealth RIA Chico, California $164M AUM 24.86% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $513M AUM 17.04% 1-Year Est. Return
B
BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Crown Wealth Group's DFIP Position: Q2 2022 in Review

Crown Wealth Group sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q2 2022, closing a stake of 105,024 shares — an estimated $5.02M sold.

Crown Wealth Group first reported a position in DFIP in Q4 2021 and held it in 2 quarters. The position peaked at $5.02M in Q1 2022. 51 funds tracked by Wall St. Rank hold DFIP as of Q2 2022.

  • Crown Wealth Group reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q2 2022 after selling out during the quarter.
  • Crown Wealth Group sold 105,024 Dimensional Inflation-Protected Securities ETF shares in Q2 2022, an estimated $5.02M.
  • Crown Wealth Group first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2021 and held it in 2 quarters.
  • Crown Wealth Group's Dimensional Inflation-Protected Securities ETF position peaked at $5.02M in Q1 2022.
  • 51 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2022.

Based on Crown Wealth Group's 13F filing for Q2 2022, filed 25 Jul 2022.