Exencial Wealth Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Sell |
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|
2025
Q1 | $1.97M | Buy |
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|
2024
Q4 | $1.76M | Buy |
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|
2024
Q3 | $925K | Buy |
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|
2024
Q2 | $877K | Sell |
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|
2024
Q1 | $923K | Sell |
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|
2023
Q4 | $1.05M | Buy |
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|
2023
Q3 | $486K | Buy |
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|
2023
Q2 | $246K | Buy |
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|
2023
Q1 | $254K | Hold |
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|
2022
Q4 | $244K | Buy |
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