Pathstone Family Office’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Pathstone Family Office’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 Q3	$227K	Hold	5,716	–	–	﹤0.01%	1440
2023 Q2	$236K	Hold	5,716	–	–	﹤0.01%	1077
2023 Q1	$245K	Sell	5,716 -5,716	-50%	-$239K	﹤0.01%	1003
2022 Q4	$471K	Hold	11,432	–	–	﹤0.01%	1126
2022 Q3	$464K	Buy	+11,432	New	+$506K	﹤0.01%	1105

Other funds holding DFIP

HIGP

Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return

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

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

LEFP

Leading Edge Financial Planning Knoxville, Tennessee $562M AUM 17.93% 1-Year Est. Return

FOA

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

CWM

Core Wealth Management Jupiter, Florida $356M AUM 16.73% 1-Year Est. Return

Pathstone Family Office's DFIP Position: Q3 2023 in Review

Pathstone Family Office held its Dimensional Inflation-Protected Securities ETF (DFIP) position steady in Q3 2023 at 5,716 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Pathstone Family Office first reported a position in DFIP in Q3 2022 and has held it in 5 quarters since. The position peaked at $471K in Q4 2022. 77 funds tracked by Wall St. Rank hold DFIP as of Q3 2023.

Pathstone Family Office held 5,716 shares of Dimensional Inflation-Protected Securities ETF worth $227K as of Q3 2023.
Pathstone Family Office left its Dimensional Inflation-Protected Securities ETF share count unchanged in Q3 2023.
Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1440 holding.
Pathstone Family Office first reported a position in Dimensional Inflation-Protected Securities ETF in Q3 2022 and has held it in 5 quarters since.
Pathstone Family Office's Dimensional Inflation-Protected Securities ETF position peaked at $471K in Q4 2022.
77 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.