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Highland Financial Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Highland Financial Advisors’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
2022
Q4 		– Sell
-10,304
Closed -$419K – 49
2022
Q3 		$419K Buy
+10,304
New +$456K 0.29% 37

Other funds holding DFIP

HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return
CWM
Core Wealth Management Jupiter, Florida $326M AUM 14.89% 1-Year Est. Return

Highland Financial Advisors's DFIP Position: Q4 2022 in Review

Highland Financial Advisors sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q4 2022, closing a stake of 10,304 shares — an estimated $419K sold.

Highland Financial Advisors first reported a position in DFIP in Q3 2022 and held it in 1 quarter. The position peaked at $419K in Q3 2022. 71 funds tracked by Wall St. Rank hold DFIP as of Q4 2022.

  • Highland Financial Advisors reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q4 2022 after selling out during the quarter.
  • Highland Financial Advisors sold 10,304 Dimensional Inflation-Protected Securities ETF shares in Q4 2022, an estimated $419K.
  • Highland Financial Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q3 2022 and held it in 1 quarter.
  • Highland Financial Advisors's Dimensional Inflation-Protected Securities ETF position peaked at $419K in Q3 2022.
  • 71 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q4 2022.

Based on Highland Financial Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.