KWM
KFG 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 | $8.15M | Buy |
194,955
+4,598
| +2% | +$192K | 1.31% | 15 |
|
|
2025
Q1 | $8.02M | Buy |
190,357
+12,239
| +7% | +$515K | 1.46% | 14 |
|
|
2024
Q4 | $7.21M | Buy |
178,118
+75,072
| +73% | +$3.04M | 1.35% | 17 |
|
|
2024
Q3 | $4.36M | Buy |
103,046
+96,211
| +1,408% | +$4.07M | 0.95% | 25 |
|
|
2024
Q2 | $279K | Buy |
6,835
+1,333
| +24% | +$54.4K | 0.11% | 127 |
|
|
2024
Q1 | $227K | Buy |
+5,502
| New | +$227K | 0.09% | 146 |
|