Larson Financial Group’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 | $7.65M | Sell |
183,032
-51,431
| -22% | -$2.15M | 0.31% | 75 |
|
|
2025
Q1 | $9.87M | Sell |
234,463
-26,695
| -10% | -$1.12M | 0.47% | 52 |
|
|
2024
Q4 | $10.6M | Sell |
261,158
-42,000
| -14% | -$1.7M | 0.55% | 42 |
|
|
2024
Q3 | $12.8M | Sell |
303,158
-22,561
| -7% | -$954K | 0.73% | 31 |
|
|
2024
Q2 | $13.3M | Sell |
325,719
-31,102
| -9% | -$1.27M | 0.91% | 26 |
|
|
2024
Q1 | $14.7M | Buy |
356,821
+24,329
| +7% | +$1M | 1.14% | 21 |
|
|
2023
Q4 | $13.7M | Sell |
332,492
-35,614
| -10% | -$1.47M | 1.2% | 23 |
|
|
2023
Q3 | $14.6M | Buy |
368,106
+32,724
| +10% | +$1.3M | 1.44% | 15 |
|
|
2023
Q2 | $13.9M | Buy |
335,382
+49,879
| +17% | +$2.06M | 1.38% | 15 |
|
|
2023
Q1 | $12.2M | Buy |
285,503
+53,786
| +23% | +$2.3M | 1.33% | 19 |
|
|
2022
Q4 | $9.54M | Buy |
231,717
+93,886
| +68% | +$3.86M | 1.14% | 23 |
|
|
2022
Q3 | $5.6M | Buy |
137,831
+69,456
| +102% | +$2.82M | 0.8% | 25 |
|
|
2022
Q2 | $3.01M | Buy |
68,375
+27,938
| +69% | +$1.23M | 0.52% | 36 |
|
|
2022
Q1 | $1.93M | Buy |
40,437
+40,408
| +139,338% | +$1.93M | 0.31% | 48 |
|
|
2021
Q4 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 998 |
|