CPA Asset Management LLC DFIP Holdings History
CPA Asset Management LLC's Dimensional Inflation-Protected Securities ETF Holding Summary
As of 2025-06-30, CPA Asset Management LLC held 432,044.00 shares of Dimensional Inflation-Protected Securities ETF(DFIP), totaling $18.06 Mil. This investment constitutes 7.59% of their stock portfolio, and CPA Asset Management LLC now holds 1.96% of the outstanding Dimensional Inflation-Protected Securities ETF(DFIP) stock.
The initial trade took place in 2022Q4. And since then CPA Asset Management LLC has made 9 purchases of DFIP, at an average price of $41.32, for a total of 449,140.00 shares. In addition, there have been 1 sales at an average price of $41.03 for 17,096.00 shares. Based on historical transaction data and DFIP's current price of $41.88, CPA Asset Management LLC's estimated gain on his DFIP holdings is $235,064.76, reflecting a 1.27% gain to date.
CPA Asset Management LLC DFIP ($41.88) Holding Chart
CPA Asset Management LLC DFIP ($41.88) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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