Safeguard Investment 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
2023
Q1
Sell
-5,944
Closed -$245K 102
2022
Q4
$245K Sell
5,944
-593
-9% -$24.4K 0.15% 80
2022
Q3
$265K Sell
6,537
-1,849
-22% -$75K 0.18% 74
2022
Q2
$400K Buy
+8,386
New +$400K 0.25% 59