Plan Group Financial’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 | $4.11M | Sell |
98,375
-38,365
| -28% | -$1.6M | 1.35% | 18 |
|
|
2025
Q1 | $5.76M | Buy |
136,740
+13,913
| +11% | +$586K | 2.06% | 12 |
|
|
2024
Q4 | $4.97M | Buy |
122,827
+2,592
| +2% | +$105K | 2.63% | 14 |
|
|
2024
Q3 | $5.08M | Buy |
120,235
+8,130
| +7% | +$344K | 2.68% | 15 |
|
|
2024
Q2 | $4.58M | Buy |
112,105
+8,232
| +8% | +$336K | 2.8% | 13 |
|
|
2024
Q1 | $4.28M | Buy |
103,873
+12,759
| +14% | +$526K | 2.81% | 14 |
|
|
2023
Q4 | $3.76M | Sell |
91,114
-56,436
| -38% | -$2.33M | 3.3% | 15 |
|
|
2023
Q3 | $5.87M | Buy |
147,550
+68,009
| +86% | +$2.7M | 4.23% | 12 |
|
|
2023
Q2 | $3.28M | Buy |
+79,541
| New | +$3.28M | 2.74% | 10 |
|