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Raleigh Capital Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Raleigh Capital Management’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
2023
Q4 		– Sell
-1
Closed -$27 – 1102
2023
Q3 		$27 Buy
+1
New +$41 ﹤0.01% 945

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LFG
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MSWMA
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RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return
CWM
Core Wealth Management Jupiter, Florida $326M AUM 14.89% 1-Year Est. Return
LEFP
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Raleigh Capital Management's DFIP Position: Q4 2023 in Review

Raleigh Capital Management sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q4 2023, closing a stake of 1 share — an estimated $27 sold.

Raleigh Capital Management first reported a position in DFIP in Q3 2023 and held it in 1 quarter. The position peaked at $27 in Q3 2023. 88 funds tracked by Wall St. Rank hold DFIP as of Q4 2023.

  • Raleigh Capital Management reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q4 2023 after selling out during the quarter.
  • Raleigh Capital Management sold 1 Dimensional Inflation-Protected Securities ETF share in Q4 2023, an estimated $27.
  • Raleigh Capital Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q3 2023 and held it in 1 quarter.
  • Raleigh Capital Management's Dimensional Inflation-Protected Securities ETF position peaked at $27 in Q3 2023.
  • 88 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q4 2023.

Based on Raleigh Capital Management's 13F filing for Q4 2023, filed 21 Feb 2024.