Glass Jacobson Investment Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Buy |
9,408
+238
| +3% | +$9.95K | 0.15% | 134 |
|
|
2025
Q1 | $371K | Hold |
9,170
| – | – | 0.12% | 177 |
|
|
2024
Q4 | $371K | Buy |
9,170
+622
| +7% | +$25.2K | 0.12% | 177 |
|
|
2024
Q3 | $361K | Sell |
8,548
-1,087
| -11% | -$46K | 0.12% | 175 |
|
|
2024
Q2 | $393K | Buy |
9,635
+178
| +2% | +$7.27K | 0.14% | 158 |
|
|
2024
Q1 | $390K | Buy |
9,457
+44
| +0.5% | +$1.82K | 0.15% | 155 |
|
|
2023
Q4 | $389K | Buy |
9,413
+3,908
| +71% | +$161K | 0.16% | 147 |
|
|
2023
Q3 | $219K | Buy |
5,505
+63
| +1% | +$2.51K | 0.1% | 188 |
|
|
2023
Q2 | $225K | Buy |
+5,442
| New | +$225K | 0.1% | 185 |
|