FWM
FMB Wealth Management’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 | $1.22M | Sell |
29,242
-632
| -2% | -$26.4K | 0.58% | 30 |
|
|
2025
Q1 | $1.26M | Buy |
29,874
+5,614
| +23% | +$236K | 0.7% | 28 |
|
|
2024
Q4 | $982K | Buy |
24,260
+3,692
| +18% | +$149K | 0.55% | 30 |
|
|
2024
Q3 | $870K | Buy |
20,568
+566
| +3% | +$23.9K | 0.49% | 35 |
|
|
2024
Q2 | $817K | Buy |
20,002
+4,013
| +25% | +$164K | 0.62% | 32 |
|
|
2024
Q1 | $660K | Buy |
15,989
+1,487
| +10% | +$61.3K | 0.53% | 35 |
|
|
2023
Q4 | $599K | Buy |
+14,502
| New | +$599K | 0.55% | 35 |
|