Wealth Enhancement Advisory Services’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
30,059
-736
| -2% | -$30.7K | ﹤0.01% | 1613 |
|
|
2025
Q1 | $1.3M | Sell |
30,795
-129
| -0.4% | -$5.43K | ﹤0.01% | 1471 |
|
|
2024
Q4 | $1.25M | Sell |
30,924
-1,243
| -4% | -$50.3K | ﹤0.01% | 1416 |
|
|
2024
Q3 | $1.36M | Sell |
32,167
-15,699
| -33% | -$664K | ﹤0.01% | 1238 |
|
|
2024
Q2 | $1.95M | Sell |
47,866
-64,087
| -57% | -$2.62M | ﹤0.01% | 993 |
|
|
2024
Q1 | $4.62M | Buy |
111,953
+21,159
| +23% | +$873K | 0.01% | 688 |
|
|
2023
Q4 | $3.75M | Buy |
90,794
+4,977
| +6% | +$205K | 0.01% | 688 |
|
|
2023
Q3 | $3.41M | Buy |
+85,817
| New | +$3.41M | 0.01% | 675 |
|