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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
-5,131
Closed -$212K – 178
2023
Q4 		$212K Sell
5,131
-3,162
-38% -$127K 0.05% 165
2023
Q3 		$330K Sell
8,293
-819
-9% -$33.4K 0.1% 126
2023
Q2 		$376K Sell
9,112
-2,458
-21% -$104K 0.11% 120
2023
Q1 		$496K Sell
11,570
-43,816
-79% -$1.83M 0.16% 115
2022
Q4 		$2.28M Sell
55,386
-67,898
-55% -$2.81M 0.92% 37
2022
Q3 		$5.01M Sell
123,284
-949
-0.8% -$42K 2.01% 8
2022
Q2 		$5.46M Sell
124,233
-22,551
-15% -$1.03M 2.14% 8
2022
Q1 		$7.01M Buy
146,784
+142,180
+3,088% +$6.88M 2.3% 8
2021
Q4 		$229K Buy
+4,604
New +$228K 0.07% 161

Other funds holding DFIP

HWM
Heirloom Wealth Management Greenwood Village, Colorado $690M AUM 16.03% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $562M AUM 17.93% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
CWM
Core Wealth Management Jupiter, Florida $356M AUM 16.73% 1-Year Est. Return

Mattern Wealth Management's DFIP Position: Q1 2024 in Review

Mattern Wealth Management sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q1 2024, closing a stake of 5,131 shares — an estimated $212K sold.

Mattern Wealth Management first reported a position in DFIP in Q4 2021 and held it in 9 quarters. The position peaked at $7.01M in Q1 2022. 94 funds tracked by Wall St. Rank hold DFIP as of Q1 2024.

  • Mattern Wealth Management reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q1 2024 after selling out during the quarter.
  • Mattern Wealth Management sold 5,131 Dimensional Inflation-Protected Securities ETF shares in Q1 2024, an estimated $212K.
  • Mattern Wealth Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2021 and held it in 9 quarters.
  • Mattern Wealth Management's Dimensional Inflation-Protected Securities ETF position peaked at $7.01M in Q1 2022.
  • 94 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2024.

Based on Mattern Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.