Silicon Hills Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-88,644
| Closed | -$3.65M | – | 89 |
|
2022
Q4 | $3.65M | Sell |
88,644
-3,755
| -4% | -$155K | 2.71% | 11 |
|
2022
Q3 | $3.76M | Buy |
92,399
+4,185
| +5% | +$170K | 2.98% | 10 |
|
2022
Q2 | $3.88M | Buy |
88,214
+58,577
| +198% | +$2.58M | 2.84% | 10 |
|
2022
Q1 | $1.42M | Buy |
29,637
+14,546
| +96% | +$694K | 0.9% | 28 |
|
2021
Q4 | $749K | Buy |
+15,091
| New | +$749K | 0.46% | 56 |
|