SFPM
Sensible Financial Planning & Management’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 | $7.13M | Sell |
170,489
-14,843
| -8% | -$621K | 1.35% | 15 |
|
|
2025
Q1 | $7.8M | Buy |
185,332
+11,691
| +7% | +$492K | 1.56% | 14 |
|
|
2024
Q4 | $7.03M | Buy |
173,641
+41,394
| +31% | +$1.68M | 1.46% | 16 |
|
|
2024
Q3 | $5.59M | Buy |
132,247
+6,607
| +5% | +$279K | 1.1% | 16 |
|
|
2024
Q2 | $5.13M | Sell |
125,640
-29,820
| -19% | -$1.22M | 1.11% | 16 |
|
|
2024
Q1 | $6.41M | Buy |
155,460
+22,892
| +17% | +$944K | 1.42% | 16 |
|
|
2023
Q4 | $5.47M | Buy |
132,568
+81,195
| +158% | +$3.35M | 1.28% | 16 |
|
|
2023
Q3 | $2.04M | Sell |
51,373
-51,525
| -50% | -$2.05M | 0.51% | 22 |
|
|
2023
Q2 | $4.25M | Buy |
102,898
+34,512
| +50% | +$1.43M | 1% | 18 |
|
|
2023
Q1 | $2.93M | Sell |
68,386
-8,633
| -11% | -$370K | 0.69% | 23 |
|
|
2022
Q4 | $3.17M | Buy |
+77,019
| New | +$3.17M | 0.79% | 19 |
|