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WPWealth’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

WPWealth’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
2024
Q2 		– Sell
-14,095
Closed -$581K – 72
2024
Q1 		$581K Buy
+14,095
New +$578K 0.15% 36

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $690M AUM 16.03% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

WPWealth's DFIP Position: Q2 2024 in Review

WPWealth sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q2 2024, closing a stake of 14,095 shares — an estimated $581K sold.

WPWealth first reported a position in DFIP in Q1 2024 and held it in 1 quarter. The position peaked at $581K in Q1 2024. 100 funds tracked by Wall St. Rank hold DFIP as of Q2 2024.

  • WPWealth reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q2 2024 after selling out during the quarter.
  • WPWealth sold 14,095 Dimensional Inflation-Protected Securities ETF shares in Q2 2024, an estimated $581K.
  • WPWealth first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2024 and held it in 1 quarter.
  • WPWealth's Dimensional Inflation-Protected Securities ETF position peaked at $581K in Q1 2024.
  • 100 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2024.

Based on WPWealth's 13F filing for Q2 2024, filed 8 Aug 2024.