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Dimensional Etf Trust Inflation Prote shares owned by Total Wealth Planning

Quarter-by-quarter ownership of Dimensional Etf Trust Inflation Prote (DFIP) shares owned by Total Wealth Planning from 13F filings

Historical chart of Total Wealth Planning investment in Dimensional Etf Trust Inflation Prote

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust Inflation Prote held by Total Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust Inflation Prote by Total Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 27k 41.25
2023-12-31 $1.1M 28k 41.28
2023-09-30 $1.4M 35k 39.77
2023-06-30 $1.5M 35k 41.31
2023-03-31 $1.5M 36k 42.83
2022-12-31 $1.5M 37k 41.16
2022-09-30 $599k 15k 40.65
2022-06-30 $463k 11k 43.98

More positions owned by Total Wealth Planning

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Gl Clean Ene Etf (ICLN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Total Wealth Planning

Top funds holding Dimensional Etf Trust Inflation Prote

Heirloom Wealth Management
Hill Investment Group Partners
CPA Asset Management
Larson Financial Group
Rather & Kittrell
Market Street Wealth Management Advisors
Five Oceans Advisors
Leading Edge Financial Planning
Austin Wealth Management
Core Wealth Management
Sensible Financial Planning & Management
Geometric Wealth Advisors
Apella Capital
BetterWealth
Physician Wealth Solutions

View all funds holding Dimensional Etf Trust Inflation Prote