Lake Street Private Wealth’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
2022
Q4
Sell
-56,781
Closed -$2.31M 283
2022
Q3
$2.31M Sell
56,781
-12,720
-18% -$517K 0.53% 54
2022
Q2
$3.06M Buy
69,501
+11,040
+19% +$486K 0.64% 47
2022
Q1
$2.79M Buy
+58,461
New +$2.79M 0.5% 55