Forum Financial Management LP Increases Holdings in Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP)

Forum Financial Management LP grew its stake in Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP) by 0.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 82,555 shares of the company’s stock after acquiring an additional 323 shares during the period. Forum Financial Management LP owned 0.63% of Dimensional Inflation-Protected Securities ETF worth $3,343,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of DFIP. Heirloom Wealth Management increased its holdings in Dimensional Inflation-Protected Securities ETF by 6.0% in the fourth quarter. Heirloom Wealth Management now owns 1,050,930 shares of the company’s stock valued at $42,553,000 after buying an additional 59,625 shares in the last quarter. Planning Center Inc. boosted its position in shares of Dimensional Inflation-Protected Securities ETF by 1.3% during the 4th quarter. Planning Center Inc. now owns 754,100 shares of the company’s stock worth $30,534,000 after acquiring an additional 9,736 shares in the last quarter. Geometric Wealth Advisors boosted its position in shares of Dimensional Inflation-Protected Securities ETF by 4.9% during the 4th quarter. Geometric Wealth Advisors now owns 451,112 shares of the company’s stock worth $18,266,000 after acquiring an additional 21,242 shares in the last quarter. CPA Asset Management LLC boosted its position in shares of Dimensional Inflation-Protected Securities ETF by 3.7% in the 4th quarter. CPA Asset Management LLC now owns 420,965 shares of the company’s stock valued at $17,045,000 after purchasing an additional 15,081 shares during the period. Finally, Rather & Kittrell Inc. lifted its position in Dimensional Inflation-Protected Securities ETF by 14.2% during the 4th quarter. Rather & Kittrell Inc. now owns 379,623 shares of the company’s stock worth $15,371,000 after acquiring an additional 47,065 shares during the period.

Dimensional Inflation-Protected Securities ETF Price Performance

Shares of DFIP stock opened at $41.31 on Friday. Dimensional Inflation-Protected Securities ETF has a 12-month low of $40.22 and a 12-month high of $42.59. The stock has a 50 day simple moving average of $41.65 and a 200-day simple moving average of $41.27.

Dimensional Inflation-Protected Securities ETF Profile

The Dimensional Inflation-Protected Securities ETF (DFIP) is an exchange-traded fund that is based on the Bloomberg U.S. TIPS index. The fund is an actively-managed fund that holds US government 5-20 year inflation-protected bonds. DFIP was launched on Dec 15, 2021 and is managed by Dimensional.