Klingman & Associates’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 | $1.32M | Sell |
31,534
-1,307
| -4% | -$54.6K | 0.07% | 97 |
|
|
2025
Q1 | $1.38M | Hold |
32,841
| – | – | 0.08% | 91 |
|
|
2024
Q4 | $1.33M | Sell |
32,841
-48,976
| -60% | -$1.98M | 0.08% | 87 |
|
|
2024
Q3 | $3.46M | Sell |
81,817
-1,989
| -2% | -$84.1K | 0.21% | 53 |
|
|
2024
Q2 | $3.42M | Sell |
83,806
-4,119
| -5% | -$168K | 0.23% | 47 |
|
|
2024
Q1 | $3.63M | Sell |
87,925
-12,784
| -13% | -$527K | 0.25% | 46 |
|
|
2023
Q4 | $4.16M | Sell |
100,709
-66,416
| -40% | -$2.74M | 0.31% | 41 |
|
|
2023
Q3 | $6.65M | Sell |
167,125
-14,500
| -8% | -$577K | 0.54% | 34 |
|
|
2023
Q2 | $7.5M | Sell |
181,625
-1,200
| -0.7% | -$49.6K | 0.61% | 32 |
|
|
2023
Q1 | $7.83M | Buy |
182,825
+4,667
| +3% | +$200K | 0.67% | 31 |
|
|
2022
Q4 | $7.33M | Buy |
178,158
+121,198
| +213% | +$4.99M | 0.64% | 32 |
|
|
2022
Q3 | $2.32M | Buy |
+56,960
| New | +$2.32M | 0.23% | 46 |
|