Phillips Financial 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 | $110K | Hold |
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|
2025
Q2 | $109K | Hold |
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|
2025
Q1 | $110K | Sell |
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|
2024
Q4 | $107K | Sell |
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|
2024
Q3 | $145K | Sell |
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|
2024
Q2 | $275K | Hold |
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|
2024
Q1 | $278K | Hold |
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|
2023
Q4 | $278K | Sell |
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|
2023
Q3 | $310K | Buy |
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|
2023
Q2 | $184K | Hold |
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|
2023
Q1 | $191K | Hold |
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|
2022
Q4 | $184K | Hold |
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|
2022
Q3 | $181K | Buy |
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