FFM
Forum Financial 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 | $3.48M | Sell |
83,158
-2,640
| -3% | -$110K | 0.05% | 77 |
|
|
2025
Q1 | $3.61M | Buy |
85,798
+3,243
| +4% | +$137K | 0.06% | 71 |
|
|
2024
Q4 | $3.34M | Buy |
82,555
+323
| +0.4% | +$13.1K | 0.06% | 72 |
|
|
2024
Q3 | $3.48M | Sell |
82,232
-109
| -0.1% | -$4.61K | 0.06% | 63 |
|
|
2024
Q2 | $3.36M | Sell |
82,341
-4,635
| -5% | -$189K | 0.06% | 62 |
|
|
2024
Q1 | $3.59M | Sell |
86,976
-12,441
| -13% | -$513K | 0.06% | 69 |
|
|
2023
Q4 | $4.1M | Buy |
99,417
+19,077
| +24% | +$787K | 0.08% | 51 |
|
|
2023
Q3 | $3.2M | Sell |
80,340
-8,057
| -9% | -$320K | 0.07% | 57 |
|
|
2023
Q2 | $3.65M | Buy |
88,397
+5,172
| +6% | +$214K | 0.08% | 49 |
|
|
2023
Q1 | $3.56M | Buy |
83,225
+9,755
| +13% | +$418K | 0.1% | 48 |
|
|
2022
Q4 | $3.02M | Buy |
73,470
+9,405
| +15% | +$387K | 0.1% | 50 |
|
|
2022
Q3 | $2.6M | Buy |
64,065
+13,452
| +27% | +$547K | 0.13% | 49 |
|
|
2022
Q2 | $2.23M | Buy |
50,613
+25,692
| +103% | +$1.13M | 0.11% | 55 |
|
|
2022
Q1 | $1.19M | Buy |
24,921
+17,006
| +215% | +$812K | 0.06% | 106 |
|
|
2021
Q4 | $393K | Buy |
+7,915
| New | +$393K | 0.02% | 313 |
|