Vestia Personal Wealth Advisors’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
$1.31M Buy
31,286
+4,093
+15% +$171K 0.9% 23
2025
Q1
$1.15M Buy
27,193
+1,740
+7% +$73.3K 0.91% 23
2024
Q4
$1.03M Buy
25,453
+7,570
+42% +$307K 0.85% 26
2024
Q3
$756K Buy
17,883
+1,627
+10% +$68.8K 0.71% 29
2024
Q2
$664K Buy
+16,256
New +$664K 0.71% 31