Klingman & Associates’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.24M | Sell |
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|
2025
Q2 | $1.32M | Sell |
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|
2025
Q1 | $1.38M | Hold |
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|
2024
Q4 | $1.33M | Sell |
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|
2024
Q3 | $3.46M | Sell |
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|
2024
Q2 | $3.42M | Sell |
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|
2024
Q1 | $3.63M | Sell |
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|
2023
Q4 | $4.16M | Sell |
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|
2023
Q3 | $6.65M | Sell |
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|
2023
Q2 | $7.5M | Sell |
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|
2023
Q1 | $7.83M | Buy |
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|
2022
Q4 | $7.33M | Buy |
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|
2022
Q3 | $2.31M | Buy |
|