Hemington Wealth Management’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 | $32M | Buy |
765,886
+46,510
| +6% | +$1.94M | 4.64% | 6 |
|
2025
Q1 | $30.3M | Buy |
719,376
+470,949
| +190% | +$19.8M | 4.7% | 6 |
|
2024
Q4 | $10.1M | Buy |
248,427
+63,390
| +34% | +$2.57M | 2.53% | 10 |
|
2024
Q3 | $7.63M | Buy |
185,037
+97,924
| +112% | +$4.04M | 2.06% | 11 |
|
2024
Q2 | $3.56M | Buy |
87,113
+9,674
| +12% | +$395K | 1.2% | 17 |
|
2024
Q1 | $3.2M | Buy |
77,439
+1,336
| +2% | +$55.1K | 1.16% | 16 |
|
2023
Q4 | $3.14M | Buy |
+76,103
| New | +$3.14M | 1.21% | 16 |
|