PBMares 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
Q2 | $1.27M | Sell |
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|
2025
Q1 | $1.3M | Sell |
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|
2024
Q4 | $1.27M | Sell |
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|
2024
Q3 | $1.36M | Sell |
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|
2024
Q2 | $1.34M | Sell |
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|
2024
Q1 | $1.35M | Sell |
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|
2023
Q4 | $1.42M | Sell |
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|
2023
Q3 | $1.4M | Buy |
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|
2023
Q2 | $1.36M | Buy |
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|
2023
Q1 | $1.04M | Hold |
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|
2022
Q4 | $999K | Hold |
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|
2022
Q3 | $987K | Buy |
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|
2022
Q2 | $270K | Buy |
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