Forum Financial Management’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 | $3.48M | Sell |
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|
2025
Q1 | $3.61M | Buy |
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|
2024
Q4 | $3.34M | Buy |
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|
2024
Q3 | $3.48M | Sell |
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|
2024
Q2 | $3.36M | Sell |
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|
2024
Q1 | $3.59M | Sell |
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|
2023
Q4 | $4.1M | Buy |
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|
2023
Q3 | $3.2M | Sell |
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|
2023
Q2 | $3.65M | Buy |
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|
2023
Q1 | $3.56M | Buy |
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|
2022
Q4 | $3.02M | Buy |
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|
2022
Q3 | $2.6M | Buy |
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|
2022
Q2 | $2.23M | Buy |
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|
2022
Q1 | $1.19M | Buy |
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|
2021
Q4 | $393K | Buy |
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