FWP
Firethorn Wealth Partners’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 | $592K | Buy |
14,166
+230
| +2% | +$9.62K | 0.26% | 86 |
|
|
2025
Q1 | $587K | Sell |
13,936
-1,075
| -7% | -$45.3K | 0.28% | 84 |
|
|
2024
Q4 | $608K | Buy |
15,011
+191
| +1% | +$7.73K | 0.3% | 71 |
|
|
2024
Q3 | $627K | Buy |
14,820
+380
| +3% | +$16.1K | 0.32% | 71 |
|
|
2024
Q2 | $590K | Sell |
14,440
-3,551
| -20% | -$145K | 0.33% | 66 |
|
|
2024
Q1 | $742K | Sell |
17,991
-8,779
| -33% | -$362K | 0.44% | 49 |
|
|
2023
Q4 | $1.11M | Sell |
26,770
-6,061
| -18% | -$250K | 0.72% | 31 |
|
|
2023
Q3 | $1.31M | Sell |
32,831
-712
| -2% | -$28.3K | 1% | 23 |
|
|
2023
Q2 | $1.39M | Buy |
33,543
+2,179
| +7% | +$90K | 1.03% | 22 |
|
|
2023
Q1 | $1.33M | Buy |
31,364
+2,343
| +8% | +$99K | 1.04% | 22 |
|
|
2022
Q4 | $1.19M | Buy |
29,021
+5,187
| +22% | +$213K | 1.01% | 21 |
|
|
2022
Q3 | $969K | Buy |
23,834
+1,264
| +6% | +$51.4K | 0.9% | 21 |
|
|
2022
Q2 | $1.04M | Buy |
22,570
+10,723
| +91% | +$495K | 0.84% | 25 |
|
|
2022
Q1 | $566K | Buy |
+11,847
| New | +$566K | 0.43% | 57 |
|