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Private Ocean’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Private Ocean’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
2024
Q2 		$34.8K Hold
851
– – ﹤0.01% 297
2024
Q1 		$35.1K Buy
+851
New +$34.9K ﹤0.01% 279

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $555M AUM 19.9% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Private Ocean's DFIP Position: Q2 2024 in Review

Private Ocean held its Dimensional Inflation-Protected Securities ETF (DFIP) position steady in Q2 2024 at 851 shares worth $34.8K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Private Ocean first reported a position in DFIP in Q1 2024 and has held it in 2 quarters since. The position peaked at $35.1K in Q1 2024. 100 funds tracked by Wall St. Rank hold DFIP as of Q2 2024.

  • Private Ocean held 851 shares of Dimensional Inflation-Protected Securities ETF worth $34.8K as of Q2 2024.
  • Private Ocean left its Dimensional Inflation-Protected Securities ETF share count unchanged in Q2 2024.
  • Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #297 holding.
  • Private Ocean first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2024 and has held it in 2 quarters since.
  • Private Ocean's Dimensional Inflation-Protected Securities ETF position peaked at $35.1K in Q1 2024.
  • 100 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.