Phillips Financial Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Hold |
2,601
| – | – | 0.01% | 205 |
|
|
2025
Q1 | $110K | Sell |
2,601
-31
| -1% | -$1.31K | 0.01% | 195 |
|
|
2024
Q4 | $107K | Sell |
2,632
-801
| -23% | -$32.4K | 0.01% | 191 |
|
|
2024
Q3 | $145K | Sell |
3,433
-3,295
| -49% | -$139K | 0.01% | 191 |
|
|
2024
Q2 | $275K | Hold |
6,728
| – | – | 0.02% | 154 |
|
|
2024
Q1 | $278K | Hold |
6,728
| – | – | 0.02% | 159 |
|
|
2023
Q4 | $278K | Sell |
6,728
-1,058
| -14% | -$43.7K | 0.02% | 152 |
|
|
2023
Q3 | $310K | Buy |
7,786
+3,326
| +75% | +$132K | 0.03% | 147 |
|
|
2023
Q2 | $184K | Hold |
4,460
| – | – | 0.02% | 164 |
|
|
2023
Q1 | $191K | Hold |
4,460
| – | – | 0.02% | 163 |
|
|
2022
Q4 | $184K | Hold |
4,460
| – | – | 0.02% | 150 |
|
|
2022
Q3 | $181K | Buy |
+4,460
| New | +$181K | 0.02% | 145 |
|