Rehmann Capital Advisory Group’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Rehmann Capital Advisory Group’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 Q4	–	Sell	-5,572	Closed	-$236K	–	606
2024 Q3	$236K	Hold	5,572	–	–	0.02%	535
2024 Q2	$228K	Hold	5,572	–	–	0.02%	527
2024 Q1	$230K	Hold	5,572	–	–	0.02%	519
2023 Q4	$230K	Buy	5,572 +180	+3%	+$7.22K	0.02%	502
2023 Q3	$214K	Hold	5,392	–	–	0.02%	478
2023 Q2	$223K	Hold	5,392	–	–	0.02%	496
2023 Q1	$231K	Hold	5,392	–	–	0.02%	488
2022 Q4	$222K	Sell	5,392 -1,500	-22%	-$62K	0.02%	494
2022 Q3	$280K	Buy	6,892 +1,000	+17%	+$44.2K	0.03%	396
2022 Q2	$259K	Buy	5,892 +337	+6%	+$15.4K	0.03%	411
2022 Q1	$265K	Buy	+5,555	New	+$269K	0.03%	431

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

GWA

Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

CAM

CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

PWS

Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return

Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return

LEFP

Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return

Rehmann Capital Advisory Group's DFIP Position: Q4 2024 in Review

Rehmann Capital Advisory Group sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q4 2024, closing a stake of 5,572 shares — an estimated $236K sold.

Rehmann Capital Advisory Group first reported a position in DFIP in Q1 2022 and held it in 11 quarters. The position peaked at $280K in Q3 2022. 128 funds tracked by Wall St. Rank hold DFIP as of Q4 2024.

Rehmann Capital Advisory Group reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q4 2024 after selling out during the quarter.
Rehmann Capital Advisory Group sold 5,572 Dimensional Inflation-Protected Securities ETF shares in Q4 2024, an estimated $236K.
Rehmann Capital Advisory Group first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2022 and held it in 11 quarters.
Rehmann Capital Advisory Group's Dimensional Inflation-Protected Securities ETF position peaked at $280K in Q3 2022.
128 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q4 2024.

Based on Rehmann Capital Advisory Group's 13F filing for Q4 2024, filed 14 Feb 2025.