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Resolute Financial’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Resolute Financial’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
2022
Q4 		$259K Sell
6,298
-4,309
-41% -$178K 0.22% 94
2022
Q3 		$431K Buy
10,607
+5,718
+117% +$253K 0.41% 59
2022
Q2 		$215K Buy
+4,889
New +$223K 0.19% 106

Other funds holding DFIP

HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return
CWM
Core Wealth Management Jupiter, Florida $326M AUM 14.89% 1-Year Est. Return

Resolute Financial's DFIP Position: Q4 2022 in Review

Resolute Financial reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 41% in Q4 2022, selling an estimated $178K and leaving 6,298 shares worth $259K. The position accounts for 0.22% of the portfolio, ranked #94.

Resolute Financial first reported a position in DFIP in Q2 2022 and has held it in 3 quarters since. The position peaked at $431K in Q3 2022. 71 funds tracked by Wall St. Rank hold DFIP as of Q4 2022.

  • Resolute Financial held 6,298 shares of Dimensional Inflation-Protected Securities ETF worth $259K as of Q4 2022.
  • Resolute Financial sold 4,309 Dimensional Inflation-Protected Securities ETF shares in Q4 2022, an estimated $178K.
  • Dimensional Inflation-Protected Securities ETF made up 0.22% of Resolute Financial's portfolio in Q4 2022, its #94 holding.
  • Resolute Financial first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2022 and has held it in 3 quarters since.
  • Resolute Financial's Dimensional Inflation-Protected Securities ETF position peaked at $431K in Q3 2022.
  • 71 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.