Sterling Financial Planning’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.88M | Buy |
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|
2025
Q2 | $5.54M | Buy |
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|
2025
Q1 | $5.26M | Buy |
|
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|
2024
Q4 | $3.91M | Sell |
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|
2024
Q3 | $4.28M | Buy |
|
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|
2024
Q2 | $3.54M | Sell |
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|
2024
Q1 | $3.94M | Buy |
|
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|
2023
Q4 | $3.24M | Buy |
|
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|
2023
Q3 | $2.15M | Buy |
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|
2023
Q2 | $2.1M | Buy |
|
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|
2023
Q1 | $1.87M | Buy |
|
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|
2022
Q4 | $938K | Buy |
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|
2022
Q3 | $791K | Buy |
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|
2022
Q2 | $265K | Buy |
|