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Geneos Wealth Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Geneos Wealth Management’s Portfolio DFIP Stock Details DFIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$243K Buy
5,820
+971
+20% +$40.6K 0.01% 923
2025
Q1 		$362K Buy
+4,849
New +$362K 0.01% 1015