Northwest Wealth Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $825K | Buy |
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|
2025
Q2 | $710K | Buy |
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|
2025
Q1 | $703K | Sell |
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|
2024
Q4 | $752K | Sell |
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|
2024
Q3 | $1.17M | Buy |
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|
2024
Q2 | $1.12M | Sell |
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|
2024
Q1 | $1.19M | Sell |
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|
2023
Q4 | $1.39M | Sell |
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|
2023
Q3 | $1.44M | Sell |
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|
2023
Q2 | $1.67M | Sell |
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|
2023
Q1 | $1.88M | Sell |
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|
2022
Q4 | $2.1M | Sell |
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|
2022
Q3 | $3.38M | Buy |
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|
2022
Q2 | $3.23M | Buy |
|