Financial Plan Inc. Grows Stock Position in Dimensional Inflation-Protected Securities ETF $DFIP

Financial Plan Inc. lifted its position in shares of Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP) by 31.7% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 193,415 shares of the company’s stock after acquiring an additional 46,545 shares during the quarter. Dimensional Inflation-Protected Securities ETF makes up 0.9% of Financial Plan Inc.’s investment portfolio, making the stock its 17th largest position. Financial Plan Inc. owned approximately 0.75% of Dimensional Inflation-Protected Securities ETF worth $8,069,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Beacon Pointe Advisors LLC lifted its stake in shares of Dimensional Inflation-Protected Securities ETF by 6,458.4% during the 4th quarter. Beacon Pointe Advisors LLC now owns 1,133,875 shares of the company’s stock valued at $47,118,000 after buying an additional 1,116,586 shares in the last quarter. Fortitude Family Office LLC grew its position in shares of Dimensional Inflation-Protected Securities ETF by 50.6% in the fourth quarter. Fortitude Family Office LLC now owns 428,494 shares of the company’s stock valued at $17,806,000 after purchasing an additional 143,923 shares in the last quarter. Planning Center Inc. boosted its stake in Dimensional Inflation-Protected Securities ETF by 13.2% in the 4th quarter. Planning Center Inc. now owns 1,016,625 shares of the company’s stock worth $42,246,000 after purchasing an additional 118,283 shares during the period. Citadel Advisors LLC purchased a new stake in shares of Dimensional Inflation-Protected Securities ETF in the third quarter worth about $4,829,000. Finally, Henrickson Nauta Wealth Advisors Inc. grew its stake in Dimensional Inflation-Protected Securities ETF by 152.7% during the fourth quarter. Henrickson Nauta Wealth Advisors Inc. now owns 183,849 shares of the company’s stock valued at $7,654,000 after acquiring an additional 111,105 shares in the last quarter.

Dimensional Inflation-Protected Securities ETF Trading Up 0.2%

NYSEARCA DFIP opened at $41.26 on Friday. The company’s 50 day simple moving average is $41.79 and its two-hundred day simple moving average is $41.83. Dimensional Inflation-Protected Securities ETF has a 1 year low of $41.02 and a 1 year high of $42.77.

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.