Lake Street Private Wealth’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Lake Street Private Wealth’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	-56,781	Closed	-$2.31M	–	283
2022 Q3	$2.31M	Sell	56,781 -12,720	-18%	-$563K	0.53%	54
2022 Q2	$3.06M	Buy	69,501 +11,040	+19%	+$504K	0.64%	48
2022 Q1	$2.79M	Buy	+58,461	New	+$2.83M	0.5%	55

Other funds holding DFIP

HIGP

Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return

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 New York $777B AUM 61.18% 1-Year Est. Return

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 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

Lake Street Private Wealth's DFIP Position: Q4 2022 in Review

Lake Street Private Wealth sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q4 2022, closing a stake of 56,781 shares — an estimated $2.31M sold.

Lake Street Private Wealth first reported a position in DFIP in Q1 2022 and held it in 3 quarters. The position peaked at $3.06M in Q2 2022. 71 funds tracked by Wall St. Rank hold DFIP as of Q4 2022.

Lake Street Private Wealth reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q4 2022 after selling out during the quarter.
Lake Street Private Wealth sold 56,781 Dimensional Inflation-Protected Securities ETF shares in Q4 2022, an estimated $2.31M.
Lake Street Private Wealth first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2022 and held it in 3 quarters.
Lake Street Private Wealth's Dimensional Inflation-Protected Securities ETF position peaked at $3.06M in Q2 2022.
71 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q4 2022.

Based on Lake Street Private Wealth's 13F filing for Q4 2022, filed 25 Jan 2023.