EP Wealth Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

EP Wealth Advisors’s Portfolio DFIP Stock Details DFIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$185K	Sell
2025 Q1	$198K	Buy
2024 Q4	$177K	Buy
2024 Q3	$183K	Buy
2024 Q2	$176K	Buy
2024 Q1	$176K	Sell
2023 Q4	$201K	Sell
2023 Q3	$206K	Sell
2023 Q2	$212K	Hold
2023 Q1	$443K	Buy