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RFG Advisory’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

RFG Advisory’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
-23,164
Closed -$921K – 654
2023
Q3 		$921K Buy
23,164
+2,844
+14% +$116K 0.04% 308
2023
Q2 		$839K Buy
20,320
+13,167
+184% +$555K 0.04% 329
2023
Q1 		$306K Buy
+7,153
New +$299K 0.02% 504

Other funds holding DFIP

HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $555M AUM 19.9% 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
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 1-Year Est. Return
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
Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return

RFG Advisory's DFIP Position: Q4 2023 in Review

RFG Advisory sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q4 2023, closing a stake of 23,164 shares — an estimated $921K sold.

RFG Advisory first reported a position in DFIP in Q1 2023 and held it in 3 quarters. The position peaked at $921K in Q3 2023. 88 funds tracked by Wall St. Rank hold DFIP as of Q4 2023.

  • RFG Advisory reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q4 2023 after selling out during the quarter.
  • RFG Advisory sold 23,164 Dimensional Inflation-Protected Securities ETF shares in Q4 2023, an estimated $921K.
  • RFG Advisory first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2023 and held it in 3 quarters.
  • RFG Advisory's Dimensional Inflation-Protected Securities ETF position peaked at $921K in Q3 2023.
  • 88 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q4 2023.

Based on RFG Advisory's 13F filing for Q4 2023, filed 25 Jan 2024.