Dimensional Fund Advisors
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Dimensional Fund Advisors’s Intelligent Protection Management Corp IPM Stock Holding History

Dimensional Fund Advisors’s Portfolio IPM Stock Details IPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13,742
Closed -$32.2K – 3434
2023
Q4 		$32.2K Hold
13,742
– – ﹤0.01% 3374
2023
Q3 		$24.9K Buy
13,742
+8
+0.1% +$15 ﹤0.01% 3432
2023
Q2 		$25.7K Buy
+13,734
New +$32K ﹤0.01% 3443

Other funds holding IPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Virtu Financial
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dimensional Fund Advisors's IPM Position: Q1 2024 in Review

Dimensional Fund Advisors sold out of Intelligent Protection Management Corp (IPM) in Q1 2024, closing a stake of 13,742 shares — an estimated $32.2K sold.

Dimensional Fund Advisors first reported a position in IPM in Q2 2023 and held it in 3 quarters. The position peaked at $32.2K in Q4 2023. 10 funds tracked by Wall St. Rank hold IPM as of Q1 2024.

  • Dimensional Fund Advisors reported no remaining Intelligent Protection Management Corp position as of Q1 2024 after selling out during the quarter.
  • Dimensional Fund Advisors sold 13,742 Intelligent Protection Management Corp shares in Q1 2024, an estimated $32.2K.
  • Dimensional Fund Advisors first reported a position in Intelligent Protection Management Corp in Q2 2023 and held it in 3 quarters.
  • Dimensional Fund Advisors's Intelligent Protection Management Corp position peaked at $32.2K in Q4 2023.
  • 10 funds tracked by Wall St. Rank held Intelligent Protection Management Corp as of Q1 2024.

Based on Dimensional Fund Advisors's 13F filing for Q1 2024, filed 10 May 2024.