Drive Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Sell |
6,351
-2,102
| -25% | -$87.9K | 0.06% | 255 |
|
|
2025
Q1 | $356K | Sell |
8,453
-772
| -8% | -$32.5K | 0.08% | 190 |
|
|
2024
Q4 | $374K | Sell |
9,225
-1,219
| -12% | -$49.4K | 0.09% | 176 |
|
|
2024
Q3 | $442K | Sell |
10,444
-247
| -2% | -$10.4K | 0.12% | 150 |
|
|
2024
Q2 | $437K | Sell |
10,691
-1,200
| -10% | -$49K | 0.12% | 151 |
|
|
2024
Q1 | $490K | Sell |
11,891
-2,278
| -16% | -$94K | 0.14% | 135 |
|
|
2023
Q4 | $585K | Sell |
14,169
-3,514
| -20% | -$145K | 0.19% | 108 |
|
|
2023
Q3 | $703K | Sell |
17,683
-7,272
| -29% | -$289K | 0.26% | 84 |
|
|
2023
Q2 | $1.03M | Sell |
24,955
-16,811
| -40% | -$694K | 0.38% | 60 |
|
|
2023
Q1 | $1.79M | Buy |
41,766
+91
| +0.2% | +$3.9K | 0.75% | 29 |
|
|
2022
Q4 | $1.72M | Buy |
41,675
+12,271
| +42% | +$505K | 0.86% | 23 |
|
|
2022
Q3 | $1.2M | Buy |
29,404
+20,800
| +242% | +$845K | 1.14% | 15 |
|
|
2022
Q2 | $378K | Buy |
+8,604
| New | +$378K | 0.35% | 84 |
|