SC&H Financial Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Buy |
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|
2025
Q1 | $324K | Sell |
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|
2024
Q4 | $315K | Buy |
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|
2024
Q3 | $329K | Buy |
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|
2024
Q2 | $316K | Sell |
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|
2024
Q1 | $364K | Hold |
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|
2023
Q4 | $365K | Sell |
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|
2023
Q3 | $686K | Sell |
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|
2023
Q2 | $1.25M | Sell |
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|
2023
Q1 | $1.39M | Buy |
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|
2022
Q4 | $1.17M | Buy |
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|
2022
Q3 | $221K | Sell |
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|
2022
Q2 | $666K | Buy |
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