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Sax Wealth Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Sax Wealth Advisors’s Portfolio DFIP Stock Details DFIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$345K Buy
8,243
+2,850
+53% +$119K 0.02% 316
2025
Q1 		$227K Buy
+5,393
New +$227K 0.02% 336