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New Dimensions Wealth Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

New Dimensions Wealth Management’s Portfolio DFIP Stock Details DFIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$8.44M Buy
202,204
+5,573
+3% +$233K 7.71% 6
2025
Q1 		$8.28M Buy
+196,631
New +$8.28M 8.28% 6