Shearwater Capital’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 | $1.66M | Buy |
39,773
+399
| +1% | +$16.7K | 1.05% | 12 |
|
|
2025
Q1 | $1.66M | Buy |
39,374
+636
| +2% | +$26.8K | 1.16% | 12 |
|
|
2024
Q4 | $1.57M | Buy |
38,738
+560
| +1% | +$22.7K | 1.06% | 14 |
|
|
2024
Q3 | $1.61M | Buy |
38,178
+1,704
| +5% | +$72K | 1.11% | 13 |
|
|
2024
Q2 | $1.49M | Buy |
36,474
+1,170
| +3% | +$47.8K | 1.09% | 13 |
|
|
2024
Q1 | $1.46M | Buy |
35,304
+2,480
| +8% | +$102K | 1.07% | 14 |
|
|
2023
Q4 | $1.35M | Buy |
32,824
+6,838
| +26% | +$282K | 1.08% | 14 |
|
|
2023
Q3 | $1.03M | Sell |
25,986
-109
| -0.4% | -$4.34K | 0.93% | 16 |
|
|
2023
Q2 | $1.08M | Buy |
26,095
+585
| +2% | +$24.2K | 0.94% | 16 |
|
|
2023
Q1 | $1.09M | Buy |
25,510
+153
| +0.6% | +$6.55K | 1.01% | 14 |
|
|
2022
Q4 | $1.05M | Buy |
25,357
+1,460
| +6% | +$60.4K | 1.06% | 12 |
|
|
2022
Q3 | $972K | Buy |
23,897
+752
| +3% | +$30.6K | 1.1% | 12 |
|
|
2022
Q2 | $1.02M | Buy |
23,145
+1,475
| +7% | +$64.9K | 1.1% | 13 |
|
|
2022
Q1 | $1.04M | Buy |
21,670
+12,639
| +140% | +$604K | 0.95% | 13 |
|
|
2021
Q4 | $448K | Buy |
+9,031
| New | +$448K | 0.39% | 20 |
|