Rehmann Capital Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$7.43K | 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% | -$61.7K | 0.02% | 494 |
|
|
2022
Q3 | $280K | Buy |
6,892
+1,000
| +17% | +$40.7K | 0.03% | 396 |
|
|
2022
Q2 | $259K | Buy |
5,892
+337
| +6% | +$14.8K | 0.03% | 411 |
|
|
2022
Q1 | $265K | Buy |
+5,555
| New | +$265K | 0.03% | 431 |
|