Samalin Investment Counsel’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 | $1.22M | Sell |
29,250
-5,178
| -15% | -$216K | 0.47% | 51 |
|
|
2025
Q1 | $1.45M | Buy |
34,428
+100
| +0.3% | +$4.21K | 0.59% | 36 |
|
|
2024
Q4 | $1.39M | Sell |
34,328
-1,458
| -4% | -$59K | 0.6% | 37 |
|
|
2024
Q3 | $1.51M | Buy |
35,786
+824
| +2% | +$34.8K | 0.66% | 37 |
|
|
2024
Q2 | $1.43M | Buy |
34,962
+26
| +0.1% | +$1.06K | 0.67% | 33 |
|
|
2024
Q1 | $1.44M | Sell |
34,936
-8,649
| -20% | -$357K | 0.69% | 31 |
|
|
2023
Q4 | $1.8M | Sell |
43,585
-961
| -2% | -$39.7K | 0.91% | 21 |
|
|
2023
Q3 | $1.77M | Sell |
44,546
-9,931
| -18% | -$395K | 1.02% | 21 |
|
|
2023
Q2 | $2.25M | Sell |
54,477
-4,008
| -7% | -$166K | 1.22% | 11 |
|
|
2023
Q1 | $2.5M | Buy |
58,485
+7,676
| +15% | +$329K | 1.51% | 10 |
|
|
2022
Q4 | $2.09M | Buy |
50,809
+38,595
| +316% | +$1.59M | 1.32% | 11 |
|
|
2022
Q3 | $496K | Buy |
+12,214
| New | +$496K | 0.36% | 83 |
|