HWM
HFG Wealth 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 | $460K | Buy |
10,920
+245
| +2% | +$10.3K | 0.28% | 40 |
|
|
2025
Q1 | $432K | Buy |
10,675
+645
| +6% | +$26.1K | 0.26% | 41 |
|
|
2024
Q4 | $424K | Buy |
10,030
+189
| +2% | +$7.99K | 0.28% | 32 |
|
|
2024
Q3 | $402K | Hold |
9,841
| – | – | 0.26% | 33 |
|
|
2024
Q2 | $402K | Buy |
9,841
+1,138
| +13% | +$46.5K | 0.26% | 33 |
|
|
2024
Q1 | $359K | Buy |
8,703
+253
| +3% | +$10.4K | 0.21% | 29 |
|
|
2023
Q4 | $349K | Buy |
+8,450
| New | +$349K | 0.09% | 51 |
|