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Money Concepts Capital’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-22
Closed -$906 – 1034
2022
Q4 		$906 Buy
+22
New +$909 ﹤0.01% 2899

Other funds holding DFIP

HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 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
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
CWM
Core Wealth Management Jupiter, Florida $326M AUM 14.89% 1-Year Est. Return
B
BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Money Concepts Capital's DFIP Position: Q1 2023 in Review

Money Concepts Capital sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q1 2023, closing a stake of 22 shares — an estimated $906 sold.

Money Concepts Capital first reported a position in DFIP in Q4 2022 and held it in 1 quarter. The position peaked at $906 in Q4 2022. 73 funds tracked by Wall St. Rank hold DFIP as of Q1 2023.

  • Money Concepts Capital reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 22 Dimensional Inflation-Protected Securities ETF shares in Q1 2023, an estimated $906.
  • Money Concepts Capital first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Dimensional Inflation-Protected Securities ETF position peaked at $906 in Q4 2022.
  • 73 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.