NSIM
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North Star Investment Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

North Star Investment Management’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
Q2 		– Sell
-526
Closed -$22.5K – 1299
2023
Q1 		$22.5K Hold
526
– – ﹤0.01% 743
2022
Q4 		$21.6K Buy
526
+5
+1% +$207 ﹤0.01% 728
2022
Q3 		$21K Buy
521
+13
+3% +$575 ﹤0.01% 689
2022
Q2 		$22K Buy
+508
New +$23.2K ﹤0.01% 693

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
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return

North Star Investment Management's DFIP Position: Q2 2023 in Review

North Star Investment Management sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q2 2023, closing a stake of 526 shares — an estimated $22.5K sold.

North Star Investment Management first reported a position in DFIP in Q2 2022 and held it in 4 quarters. The position peaked at $22.5K in Q1 2023. 75 funds tracked by Wall St. Rank hold DFIP as of Q2 2023.

  • North Star Investment Management reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q2 2023 after selling out during the quarter.
  • North Star Investment Management sold 526 Dimensional Inflation-Protected Securities ETF shares in Q2 2023, an estimated $22.5K.
  • North Star Investment Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2022 and held it in 4 quarters.
  • North Star Investment Management's Dimensional Inflation-Protected Securities ETF position peaked at $22.5K in Q1 2023.
  • 75 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2023.

Based on North Star Investment Management's 13F filing for Q2 2023, filed 2 Aug 2023.