Total Wealth 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 | $899K | Sell |
21,509
-8,083
| -27% | -$338K | 0.11% | 60 |
|
|
2025
Q1 | $1.25M | Buy |
29,592
+697
| +2% | +$29.4K | 0.19% | 48 |
|
|
2024
Q4 | $1.17M | Buy |
28,895
+3,219
| +13% | +$130K | 0.18% | 51 |
|
|
2024
Q3 | $1.09M | Sell |
25,676
-2,942
| -10% | -$124K | 0.17% | 52 |
|
|
2024
Q2 | $1.18M | Buy |
28,618
+1,704
| +6% | +$70.3K | 0.19% | 50 |
|
|
2024
Q1 | $1.11M | Sell |
26,914
-743
| -3% | -$30.6K | 0.19% | 50 |
|
|
2023
Q4 | $1.14M | Sell |
27,657
-7,342
| -21% | -$303K | 0.21% | 50 |
|
|
2023
Q3 | $1.39M | Sell |
34,999
-107
| -0.3% | -$4.26K | 0.28% | 48 |
|
|
2023
Q2 | $1.45M | Sell |
35,106
-595
| -2% | -$24.6K | 0.3% | 46 |
|
|
2023
Q1 | $1.53M | Sell |
35,701
-1,016
| -3% | -$43.5K | 0.34% | 43 |
|
|
2022
Q4 | $1.51M | Buy |
36,717
+21,983
| +149% | +$905K | 0.37% | 41 |
|
|
2022
Q3 | $599K | Buy |
14,734
+4,207
| +40% | +$171K | 0.17% | 51 |
|
|
2022
Q2 | $463K | Buy |
+10,527
| New | +$463K | 0.13% | 63 |
|