Leading Edge Financial Planning’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 | $16M | Buy |
382,545
+25,282
| +7% | +$1.06M | 4.45% | 10 |
|
|
2025
Q1 | $15M | Buy |
357,263
+11,304
| +3% | +$476K | 4.7% | 10 |
|
|
2024
Q4 | $14M | Buy |
345,959
+98,395
| +40% | +$3.98M | 4.6% | 10 |
|
|
2024
Q3 | $10.5M | Buy |
247,564
+51,100
| +26% | +$2.16M | 3.51% | 9 |
|
|
2024
Q2 | $8.02M | Buy |
196,464
+10,010
| +5% | +$409K | 3.22% | 10 |
|
|
2024
Q1 | $7.69M | Buy |
186,454
+30,669
| +20% | +$1.27M | 3.41% | 10 |
|
|
2023
Q4 | $6.43M | Sell |
155,785
-91,817
| -37% | -$3.79M | 3.34% | 10 |
|
|
2023
Q3 | $9.85M | Sell |
247,602
-21,497
| -8% | -$855K | 6.31% | 5 |
|
|
2023
Q2 | $11.1M | Buy |
269,099
+49,570
| +23% | +$2.05M | 7.27% | 5 |
|
|
2023
Q1 | $9.4M | Buy |
219,529
+51,196
| +30% | +$2.19M | 6.8% | 5 |
|
|
2022
Q4 | $6.93M | Buy |
+168,333
| New | +$6.93M | 6% | 5 |
|