Level Financial Advisors’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 | $12M | Buy |
|
|||||
|
2025
Q2 | $8.34M | Buy |
|
|||||
|
2025
Q1 | $7.89M | Buy |
|
|||||
|
2024
Q4 | $6.6M | Buy |
|
|||||
|
2024
Q3 | $5.61M | Buy |
|
|||||
|
2024
Q2 | $4.57M | Buy |
|
|||||
|
2024
Q1 | $3.26M | Buy |
|
|||||
|
2023
Q4 | $1.42M | Buy |
|
|||||
|
2023
Q3 | $705K | Buy |
|
|||||
|
2023
Q2 | $383K | Buy |
|
|||||
|
2023
Q1 | $14K | Buy |
|