Elevate Wealth Advisory’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 | $81.7K | Hold |
1,953
| – | – | 0.06% | 89 |
|
|
2025
Q1 | $82.2K | Hold |
1,953
| – | – | 0.06% | 87 |
|
|
2024
Q4 | $79.1K | Hold |
1,953
| – | – | 0.06% | 79 |
|
|
2024
Q3 | $82.6K | Buy |
1,953
+34
| +2% | +$1.44K | 0.06% | 83 |
|
|
2024
Q2 | $78.4K | Hold |
1,919
| – | – | 0.06% | 75 |
|
|
2024
Q1 | $79.2K | Sell |
1,919
-3,009
| -61% | -$124K | 0.07% | 73 |
|
|
2023
Q4 | $203K | Buy |
+4,928
| New | +$203K | 0.19% | 61 |
|