Tortoise Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
26,908
+6,020
| +29% | +$252K | 0.11% | 113 |
|
|
2025
Q1 | $880K | Buy |
20,888
+2,245
| +12% | +$94.5K | 0.09% | 119 |
|
|
2024
Q4 | $755K | Buy |
18,643
+14,753
| +379% | +$597K | 0.08% | 130 |
|
|
2024
Q3 | $164K | Hold |
3,890
| – | – | 0.02% | 247 |
|
|
2024
Q2 | $159K | Buy |
3,890
+1,125
| +41% | +$45.9K | 0.02% | 247 |
|
|
2024
Q1 | $114K | Sell |
2,765
-2,750
| -50% | -$113K | 0.01% | 277 |
|
|
2023
Q4 | $228K | Sell |
5,515
-390
| -7% | -$16.1K | 0.03% | 195 |
|
|
2023
Q3 | $235K | Sell |
5,905
-4,780
| -45% | -$190K | 0.04% | 182 |
|
|
2023
Q2 | $441K | Sell |
10,685
-115
| -1% | -$4.75K | 0.07% | 144 |
|
|
2023
Q1 | $463K | Buy |
10,800
+870
| +9% | +$37.3K | 0.07% | 136 |
|
|
2022
Q4 | $409K | Buy |
9,930
+6,475
| +187% | +$267K | 0.07% | 145 |
|
|
2022
Q3 | $140K | Buy |
+3,455
| New | +$140K | 0.03% | 208 |
|