Dimensional Fund Advisors
IPM

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 $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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.