FCG
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Financial Connections Group’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Financial Connections Group’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
2024
Q1 		– Sell
-10
Closed – – 182
2023
Q4 		$0 Sell
10
-6,847
-100% -$275K ﹤0.01% 222
2023
Q3 		$272K Sell
6,857
-2
-0% -$82 0.34% 33
2023
Q2 		$283K Sell
6,859
-234
-3% -$9.86K 0.19% 50
2023
Q1 		$303K Buy
7,093
+41
+0.6% +$1.72K 0.22% 42
2022
Q4 		$290K Buy
7,052
+251
+4% +$10.4K 0.23% 39
2022
Q3 		$276K Buy
6,801
+224
+3% +$9.91K 0.23% 37
2022
Q2 		$289K Buy
6,577
+1,114
+20% +$50.9K 0.25% 40
2022
Q1 		$260K Buy
5,463
+1,796
+49% +$86.9K 0.26% 42
2021
Q4 		$182K Buy
+3,667
New +$181K 0.18% 50

Other funds holding DFIP

HWM
Heirloom Wealth Management Greenwood Village, Colorado $555M AUM 19.9% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return
CWM
Core Wealth Management Jupiter, Florida $326M AUM 14.89% 1-Year Est. Return

Financial Connections Group's DFIP Position: Q1 2024 in Review

Financial Connections Group sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q1 2024, closing a stake of 10 shares.

Financial Connections Group first reported a position in DFIP in Q4 2021 and held it in 9 quarters. The position peaked at $303K in Q1 2023. 94 funds tracked by Wall St. Rank hold DFIP as of Q1 2024.

  • Financial Connections Group reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q1 2024 after selling out during the quarter.
  • Financial Connections Group sold 10 Dimensional Inflation-Protected Securities ETF shares in Q1 2024.
  • Financial Connections Group first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2021 and held it in 9 quarters.
  • Financial Connections Group's Dimensional Inflation-Protected Securities ETF position peaked at $303K in Q1 2023.
  • 94 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2024.

Based on Financial Connections Group's 13F filing for Q1 2024, filed 3 May 2024.