EP Wealth Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $185K | Sell |
4,428
-264
| -6% | -$11K | ﹤0.01% | 1274 |
|
|
2025
Q1 | $198K | Buy |
4,692
+330
| +8% | +$13.9K | ﹤0.01% | 1140 |
|
|
2024
Q4 | $177K | Buy |
4,362
+30
| +0.7% | +$1.22K | ﹤0.01% | 1110 |
|
|
2024
Q3 | $183K | Buy |
4,332
+26
| +0.6% | +$1.1K | ﹤0.01% | 1067 |
|
|
2024
Q2 | $176K | Buy |
4,306
+47
| +1% | +$1.92K | ﹤0.01% | 775 |
|
|
2024
Q1 | $176K | Sell |
4,259
-599
| -12% | -$24.7K | ﹤0.01% | 752 |
|
|
2023
Q4 | $201K | Sell |
4,858
-310
| -6% | -$12.8K | ﹤0.01% | 716 |
|
|
2023
Q3 | $206K | Sell |
5,168
-13,232
| -72% | -$526K | ﹤0.01% | 665 |
|
|
2023
Q2 | $212K | Hold |
18,400
| – | – | ﹤0.01% | 645 |
|
|
2023
Q1 | $443K | Buy |
+18,400
| New | +$443K | 0.01% | 421 |
|