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Meredith Wealth Planning’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Meredith Wealth Planning’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
Q3 		– Sell
-7,280
Closed -$297K – 47
2024
Q2 		$297K Buy
7,280
+1,769
+32% +$72.2K 0.16% 37
2024
Q1 		$227K Buy
5,511
+18
+0.3% +$739 0.13% 39
2023
Q4 		$227K Buy
+5,493
New +$220K 0.14% 41

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $555M AUM 19.9% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 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

Meredith Wealth Planning's DFIP Position: Q3 2024 in Review

Meredith Wealth Planning sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q3 2024, closing a stake of 7,280 shares — an estimated $297K sold.

Meredith Wealth Planning first reported a position in DFIP in Q4 2023 and held it in 3 quarters. The position peaked at $297K in Q2 2024. 110 funds tracked by Wall St. Rank hold DFIP as of Q3 2024.

  • Meredith Wealth Planning reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q3 2024 after selling out during the quarter.
  • Meredith Wealth Planning sold 7,280 Dimensional Inflation-Protected Securities ETF shares in Q3 2024, an estimated $297K.
  • Meredith Wealth Planning first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2023 and held it in 3 quarters.
  • Meredith Wealth Planning's Dimensional Inflation-Protected Securities ETF position peaked at $297K in Q2 2024.
  • 110 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2024.

Based on Meredith Wealth Planning's 13F filing for Q3 2024, filed 18 Oct 2024.