OFA
Onyx Financial Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
38,116
+12,551
| +49% | +$525K | 0.76% | 8 |
|
|
2025
Q1 | $1.08M | Buy |
25,565
+1,186
| +5% | +$49.9K | 0.57% | 10 |
|
|
2024
Q4 | $987K | Buy |
24,379
+9,865
| +68% | +$399K | 0.54% | 10 |
|
|
2024
Q3 | $614K | Sell |
14,514
-191
| -1% | -$8.08K | 0.34% | 12 |
|
|
2024
Q2 | $600K | Buy |
14,705
+3,491
| +31% | +$143K | 0.36% | 10 |
|
|
2024
Q1 | $463K | Buy |
+11,214
| New | +$463K | 0.29% | 11 |
|