WMG Financial Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

WMG Financial Advisors’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
2023 Q3	–	Sell	-13,097	Closed	-$541K	–	108
2023 Q2	$541K	Buy	13,097 +3,886	+42%	+$164K	0.4%	56
2023 Q1	$816K	Sell	9,211 -46,205	-83%	-$1.93M	0.68%	42
2022 Q4	$2.28M	Sell	55,416 -7,267	-12%	-$300K	1.94%	9
2022 Q3	$2.55M	Buy	62,683 +6,947	+12%	+$307K	2.29%	7
2022 Q2	$2.45M	Buy	55,736 +18,993	+52%	+$868K	2.13%	11
2022 Q1	$1.76M	Buy	+36,743	New	+$1.78M	1.29%	18

Other funds holding DFIP

HIGP

Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

CAM

CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

LEFP

Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return

FOA

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 1-Year Est. Return

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

CWM

Core Wealth Management Jupiter, Florida $326M AUM 14.89% 1-Year Est. Return

WMG Financial Advisors's DFIP Position: Q3 2023 in Review

WMG Financial Advisors sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q3 2023, closing a stake of 13,097 shares — an estimated $541K sold.

WMG Financial Advisors first reported a position in DFIP in Q1 2022 and held it in 6 quarters. The position peaked at $2.55M in Q3 2022. 77 funds tracked by Wall St. Rank hold DFIP as of Q3 2023.

WMG Financial Advisors reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q3 2023 after selling out during the quarter.
WMG Financial Advisors sold 13,097 Dimensional Inflation-Protected Securities ETF shares in Q3 2023, an estimated $541K.
WMG Financial Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2022 and held it in 6 quarters.
WMG Financial Advisors's Dimensional Inflation-Protected Securities ETF position peaked at $2.55M in Q3 2022.
77 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2023.

Based on WMG Financial Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.