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Safeguard Investment Advisory Group’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Safeguard Investment Advisory Group’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
Q1 		– Sell
-5,944
Closed -$245K – 102
2022
Q4 		$245K Sell
5,944
-593
-9% -$24.5K 0.15% 80
2022
Q3 		$265K Sell
6,537
-1,849
-22% -$81.8K 0.18% 74
2022
Q2 		$400K Buy
+8,386
New +$383K 0.25% 59

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
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
CWM
Core Wealth Management Jupiter, Florida $326M AUM 14.89% 1-Year Est. Return
B
BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Safeguard Investment Advisory Group's DFIP Position: Q1 2023 in Review

Safeguard Investment Advisory Group sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q1 2023, closing a stake of 5,944 shares — an estimated $245K sold.

Safeguard Investment Advisory Group first reported a position in DFIP in Q2 2022 and held it in 3 quarters. The position peaked at $400K in Q2 2022. 73 funds tracked by Wall St. Rank hold DFIP as of Q1 2023.

  • Safeguard Investment Advisory Group reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q1 2023 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 5,944 Dimensional Inflation-Protected Securities ETF shares in Q1 2023, an estimated $245K.
  • Safeguard Investment Advisory Group first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2022 and held it in 3 quarters.
  • Safeguard Investment Advisory Group's Dimensional Inflation-Protected Securities ETF position peaked at $400K in Q2 2022.
  • 73 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2023.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2023, filed 4 May 2023.