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David Wealth Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

David Wealth Management’s Portfolio DFIP Stock Details DFIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.36M Buy
152,228
+9,216
+6% +$385K 4.74% 7
2025
Q1 		$6.02M Sell
143,012
-1,707
-1% -$71.9K 5.04% 8
2024
Q4 		$5.86M Buy
+144,719
New +$5.86M 4.84% 8