WMG Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,097
| Closed | -$541K | – | 108 |
|
|
2023
Q2 | $541K | Buy |
13,097
+3,886
| +42% | +$161K | 0.4% | 56 |
|
|
2023
Q1 | $816K | Sell |
9,211
-46,205
| -83% | -$4.09M | 0.68% | 42 |
|
|
2022
Q4 | $2.28M | Sell |
55,416
-7,267
| -12% | -$299K | 1.94% | 9 |
|
|
2022
Q3 | $2.55M | Buy |
62,683
+6,947
| +12% | +$282K | 2.29% | 7 |
|
|
2022
Q2 | $2.45M | Buy |
55,736
+18,993
| +52% | +$836K | 2.13% | 11 |
|
|
2022
Q1 | $1.76M | Buy |
+36,743
| New | +$1.76M | 1.29% | 18 |
|