Gradient Investments
DFIP icon

Gradient Investments’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Gradient Investments’s Portfolio DFIP Stock Details DFIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Hold
0
– – – 1223

Other funds holding DFIP

HWM
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $562M AUM 17.93% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
CWM
Core Wealth Management Jupiter, Florida $356M AUM 16.73% 1-Year Est. Return