Forum Financial Management LP Sells 2,640 Shares of Dimensional Inflation-Protected Securities ETF $DFIP

Forum Financial Management LP trimmed its holdings in shares of Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP) by 3.1% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 83,158 shares of the company’s stock after selling 2,640 shares during the period. Forum Financial Management LP’s holdings in Dimensional Inflation-Protected Securities ETF were worth $3,477,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the business. HFG Wealth Management LLC lifted its holdings in shares of Dimensional Inflation-Protected Securities ETF by 2.3% during the second quarter. HFG Wealth Management LLC now owns 10,920 shares of the company’s stock valued at $460,000 after purchasing an additional 245 shares during the last quarter. Northwest Wealth Management LLC lifted its holdings in shares of Dimensional Inflation-Protected Securities ETF by 1.8% during the second quarter. Northwest Wealth Management LLC now owns 16,991 shares of the company’s stock valued at $710,000 after purchasing an additional 307 shares during the last quarter. EP Wealth Advisors LLC lifted its holdings in shares of Dimensional Inflation-Protected Securities ETF by 7.6% during the first quarter. EP Wealth Advisors LLC now owns 4,692 shares of the company’s stock valued at $198,000 after purchasing an additional 330 shares during the last quarter. Shearwater Capital LLC lifted its holdings in shares of Dimensional Inflation-Protected Securities ETF by 1.0% during the second quarter. Shearwater Capital LLC now owns 39,773 shares of the company’s stock valued at $1,663,000 after purchasing an additional 399 shares during the last quarter. Finally, Blossom Wealth Management lifted its holdings in shares of Dimensional Inflation-Protected Securities ETF by 12.6% during the second quarter. Blossom Wealth Management now owns 7,753 shares of the company’s stock valued at $324,000 after purchasing an additional 867 shares during the last quarter.

Dimensional Inflation-Protected Securities ETF Trading Up 0.1%

DFIP stock opened at $42.52 on Thursday. The firm has a 50 day moving average price of $42.33 and a 200-day moving average price of $41.87. Dimensional Inflation-Protected Securities ETF has a 52-week low of $40.22 and a 52-week high of $42.77.

Dimensional Inflation-Protected Securities ETF Company 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.