Sterling Financial Planning’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 | $5.54M | Buy |
132,599
+7,588
| +6% | +$317K | 1.85% | 16 |
|
|
2025
Q1 | $5.26M | Buy |
125,011
+28,484
| +30% | +$1.2M | 1.91% | 15 |
|
|
2024
Q4 | $3.91M | Sell |
96,527
-4,776
| -5% | -$193K | 1.44% | 23 |
|
|
2024
Q3 | $4.28M | Buy |
101,303
+14,625
| +17% | +$618K | 1.58% | 20 |
|
|
2024
Q2 | $3.54M | Sell |
86,678
-8,850
| -9% | -$361K | 1.44% | 20 |
|
|
2024
Q1 | $3.94M | Buy |
95,528
+16,988
| +22% | +$701K | 1.6% | 18 |
|
|
2023
Q4 | $3.24M | Buy |
78,540
+24,539
| +45% | +$1.01M | 1.4% | 20 |
|
|
2023
Q3 | $2.15M | Buy |
54,001
+3,137
| +6% | +$125K | 1.1% | 27 |
|
|
2023
Q2 | $2.1M | Buy |
50,864
+7,189
| +16% | +$297K | 1.04% | 30 |
|
|
2023
Q1 | $1.87M | Buy |
43,675
+20,885
| +92% | +$894K | 1.02% | 32 |
|
|
2022
Q4 | $938K | Buy |
22,790
+3,341
| +17% | +$138K | 0.56% | 42 |
|
|
2022
Q3 | $791K | Buy |
19,449
+13,434
| +223% | +$546K | 0.55% | 41 |
|
|
2022
Q2 | $265K | Buy |
+6,015
| New | +$265K | 0.19% | 77 |
|