SHFA
SC&H Financial Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Buy |
7,775
+86
| +1% | +$3.6K | 0.06% | 112 |
|
|
2025
Q1 | $324K | Sell |
7,689
-101
| -1% | -$4.25K | 0.06% | 112 |
|
|
2024
Q4 | $315K | Buy |
7,790
+3
| +0% | +$121 | 0.07% | 113 |
|
|
2024
Q3 | $329K | Buy |
7,787
+52
| +0.7% | +$2.2K | 0.07% | 114 |
|
|
2024
Q2 | $316K | Sell |
7,735
-1,099
| -12% | -$44.9K | 0.08% | 111 |
|
|
2024
Q1 | $364K | Hold |
8,834
| – | – | 0.09% | 103 |
|
|
2023
Q4 | $365K | Sell |
8,834
-8,404
| -49% | -$347K | 0.11% | 100 |
|
|
2023
Q3 | $686K | Sell |
17,238
-12,953
| -43% | -$515K | 0.23% | 70 |
|
|
2023
Q2 | $1.25M | Sell |
30,191
-2,250
| -7% | -$92.9K | 0.41% | 42 |
|
|
2023
Q1 | $1.39M | Buy |
32,441
+4,058
| +14% | +$174K | 0.51% | 37 |
|
|
2022
Q4 | $1.17M | Buy |
28,383
+22,940
| +421% | +$944K | 0.48% | 44 |
|
|
2022
Q3 | $221K | Sell |
5,443
-9,703
| -64% | -$394K | 0.11% | 121 |
|
|
2022
Q2 | $666K | Buy |
+15,146
| New | +$666K | 0.31% | 65 |
|