Level Financial Advisors’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 | $8.34M | Buy |
199,579
+12,326
| +7% | +$515K | 2.6% | 10 |
|
|
2025
Q1 | $7.89M | Buy |
187,253
+24,226
| +15% | +$1.02M | 2.68% | 10 |
|
|
2024
Q4 | $6.6M | Buy |
163,027
+30,277
| +23% | +$1.23M | 2.42% | 10 |
|
|
2024
Q3 | $5.61M | Buy |
132,750
+20,922
| +19% | +$885K | 2.14% | 11 |
|
|
2024
Q2 | $4.57M | Buy |
111,828
+32,768
| +41% | +$1.34M | 1.98% | 13 |
|
|
2024
Q1 | $3.26M | Buy |
79,060
+44,710
| +130% | +$1.84M | 1.48% | 17 |
|
|
2023
Q4 | $1.42M | Buy |
34,350
+16,612
| +94% | +$686K | 0.7% | 27 |
|
|
2023
Q3 | $705K | Buy |
17,738
+8,465
| +91% | +$337K | 0.39% | 31 |
|
|
2023
Q2 | $383K | Buy |
9,273
+8,945
| +2,727% | +$370K | 0.21% | 47 |
|
|
2023
Q1 | $14K | Buy |
+328
| New | +$14K | 0.01% | 158 |
|