Mendota Financial Group’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Mendota Financial Group’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
2023 Q4	–	Sell	-2,402	Closed	-$95.5K	–	383
2023 Q3	$95.5K	Buy	2,402 +27	+1%	+$1.1K	0.1%	98
2023 Q2	$98.1K	Sell	2,375 -1,367	-37%	-$57.6K	0.11%	92
2023 Q1	$179K	Sell	3,742 -192	-5%	-$8.04K	0.18%	39
2022 Q4	$162K	Buy	+3,934	New	+$163K	0.21%	43

Other funds holding DFIP

HIGP

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

HWM

Heirloom Wealth Management Greenwood Village, Colorado $555M AUM 19.9% 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 $3.13B AUM 22.88% 1-Year Est. Return

MSWMA

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

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

FOA

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

AWM

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

CWM

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

LEFP

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

Mendota Financial Group's DFIP Position: Q4 2023 in Review

Mendota Financial Group sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q4 2023, closing a stake of 2,402 shares — an estimated $95.5K sold.

Mendota Financial Group first reported a position in DFIP in Q4 2022 and held it in 4 quarters. The position peaked at $179K in Q1 2023. 88 funds tracked by Wall St. Rank hold DFIP as of Q4 2023.

Mendota Financial Group reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q4 2023 after selling out during the quarter.
Mendota Financial Group sold 2,402 Dimensional Inflation-Protected Securities ETF shares in Q4 2023, an estimated $95.5K.
Mendota Financial Group first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2022 and held it in 4 quarters.
Mendota Financial Group's Dimensional Inflation-Protected Securities ETF position peaked at $179K in Q1 2023.
88 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q4 2023.

Based on Mendota Financial Group's 13F filing for Q4 2023, filed 19 Jan 2024.