UWM
DFIP icon

USAdvisors Wealth Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

USAdvisors Wealth Management’s Portfolio DFIP Stock Details DFIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,658
Closed -$231K – 129
2021
Q4 		$231K Buy
+4,658
New +$231K 0.09% 109

Other funds holding DFIP

HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $513M AUM 17.04% 1-Year Est. Return
CWR
Chico Wealth RIA Chico, California $164M AUM 24.86% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $340M AUM 20.49% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $240M AUM 22.59% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

USAdvisors Wealth Management's DFIP Position: Q1 2022 in Review

USAdvisors Wealth Management sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q1 2022, closing a stake of 4,658 shares — an estimated $231K sold.

USAdvisors Wealth Management first reported a position in DFIP in Q4 2021 and held it in 1 quarter. The position peaked at $231K in Q4 2021. 33 funds tracked by Wall St. Rank hold DFIP as of Q1 2022.

  • USAdvisors Wealth Management reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q1 2022 after selling out during the quarter.
  • USAdvisors Wealth Management sold 4,658 Dimensional Inflation-Protected Securities ETF shares in Q1 2022, an estimated $231K.
  • USAdvisors Wealth Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2021 and held it in 1 quarter.
  • USAdvisors Wealth Management's Dimensional Inflation-Protected Securities ETF position peaked at $231K in Q4 2021.
  • 33 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2022.

Based on USAdvisors Wealth Management's 13F filing for Q1 2022, filed 8 Jun 2022.