Root Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Sell |
10,989
-16,681
| -60% | -$697K | 0.04% | 133 |
|
|
2025
Q1 | $1.17M | Sell |
27,670
-2,995
| -10% | -$126K | 0.12% | 59 |
|
|
2024
Q4 | $1.24M | Sell |
30,665
-17,240
| -36% | -$698K | 0.15% | 51 |
|
|
2024
Q3 | $2.03M | Sell |
47,905
-10,954
| -19% | -$463K | 0.32% | 26 |
|
|
2024
Q2 | $2.4M | Sell |
58,859
-24,337
| -29% | -$994K | 0.56% | 22 |
|
|
2024
Q1 | $3.43M | Sell |
83,196
-61,388
| -42% | -$2.53M | 1.02% | 17 |
|
|
2023
Q4 | $5.97M | Buy |
144,584
+43,044
| +42% | +$1.78M | 2.24% | 12 |
|
|
2023
Q3 | $4.04M | Buy |
101,540
+16,090
| +19% | +$640K | 2.14% | 11 |
|
|
2023
Q2 | $3.53M | Buy |
85,450
+25,818
| +43% | +$1.07M | 2.1% | 11 |
|
|
2023
Q1 | $2.55M | Buy |
+59,632
| New | +$2.55M | 1.82% | 13 |
|