Mattern Wealth Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Mattern Wealth Management’s Portfolio DFIP Stock Details DFIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$212K	Sell
2023 Q3	$330K	Sell
2023 Q2	$376K	Sell
2023 Q1	$496K	Sell
2022 Q4	$2.28M	Sell
2022 Q3	$5.01M	Sell
2022 Q2	$5.46M	Sell
2022 Q1	$7.01M	Buy
2021 Q4	$229K	Buy