MWP
DFIP icon

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

Quarter Market Value Status Shares Shares
Change %
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% +$743 0.13% 39
2023
Q4
$227K Buy
+5,493
New +$227K 0.14% 41