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

Heirloom Wealth Management Greenwood Village, Colorado $555M AUM 19.9% 1-Year Est. Return

Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return

CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $3.12B AUM 22.88% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return

Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return

Core Wealth Management Jupiter, Florida $326M AUM 14.89% 1-Year Est. Return