Financial Plan Inc. Increases Stake in Dimensional Inflation-Protected Securities ETF $DFIP

Financial Plan Inc. lifted its holdings in shares of Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP) by 31.7% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 193,415 shares of the company’s stock after purchasing an additional 46,545 shares during the period. Dimensional Inflation-Protected Securities ETF comprises about 0.9% of Financial Plan Inc.’s investment portfolio, making the stock its 17th biggest position. Financial Plan Inc.’s holdings in Dimensional Inflation-Protected Securities ETF were worth $8,069,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in the business. Fortitude Family Office LLC grew its stake in shares of Dimensional Inflation-Protected Securities ETF by 50.6% during the fourth quarter. Fortitude Family Office LLC now owns 428,494 shares of the company’s stock valued at $17,806,000 after buying an additional 143,923 shares during the last quarter. Leading Edge Financial Planning LLC lifted its stake in shares of Dimensional Inflation-Protected Securities ETF by 12.0% in the 4th quarter. Leading Edge Financial Planning LLC now owns 475,655 shares of the company’s stock valued at $19,766,000 after acquiring an additional 51,065 shares during the last quarter. Apella Capital LLC boosted its holdings in Dimensional Inflation-Protected Securities ETF by 8.7% during the 4th quarter. Apella Capital LLC now owns 188,708 shares of the company’s stock valued at $7,842,000 after acquiring an additional 15,075 shares during the period. Sterling Financial Planning Inc. grew its position in Dimensional Inflation-Protected Securities ETF by 11.2% during the 4th quarter. Sterling Financial Planning Inc. now owns 154,691 shares of the company’s stock worth $6,428,000 after acquiring an additional 15,528 shares during the last quarter. Finally, Yeomans Consulting Group Inc. bought a new position in Dimensional Inflation-Protected Securities ETF during the 4th quarter worth approximately $2,482,000.

Dimensional Inflation-Protected Securities ETF Stock Up 0.2%

Shares of Dimensional Inflation-Protected Securities ETF stock opened at $41.26 on Friday. Dimensional Inflation-Protected Securities ETF has a one year low of $41.02 and a one year high of $42.77. The business’s 50 day simple moving average is $41.79 and its two-hundred day simple moving average is $41.83.

About Dimensional Inflation-Protected Securities ETF

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.