Core Wealth Management Inc. grew its holdings in Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP – Free Report) by 8.2% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 201,570 shares of the company’s stock after buying an additional 15,269 shares during the quarter. Dimensional Inflation-Protected Securities ETF accounts for 3.2% of Core Wealth Management Inc.’s investment portfolio, making the stock its 6th largest position. Core Wealth Management Inc. owned about 1.53% of Dimensional Inflation-Protected Securities ETF worth $8,162,000 as of its most recent SEC filing.
Other institutional investors have also recently added to or reduced their stakes in the company. Heirloom Wealth Management raised its holdings in shares of Dimensional Inflation-Protected Securities ETF by 6.0% during the fourth quarter. Heirloom Wealth Management now owns 1,050,930 shares of the company’s stock valued at $42,553,000 after acquiring an additional 59,625 shares during the last quarter. Planning Center Inc. lifted its position in Dimensional Inflation-Protected Securities ETF by 1.3% during the fourth quarter. Planning Center Inc. now owns 754,100 shares of the company’s stock worth $30,534,000 after buying an additional 9,736 shares in the last quarter. Geometric Wealth Advisors increased its stake in shares of Dimensional Inflation-Protected Securities ETF by 12.6% in the 3rd quarter. Geometric Wealth Advisors now owns 429,870 shares of the company’s stock worth $18,175,000 after acquiring an additional 48,155 shares during the last quarter. CPA Asset Management LLC boosted its position in shares of Dimensional Inflation-Protected Securities ETF by 1.4% during the 3rd quarter. CPA Asset Management LLC now owns 405,884 shares of the company’s stock valued at $17,161,000 after acquiring an additional 5,693 shares during the last quarter. Finally, Physician Wealth Solutions Inc. boosted its holdings in Dimensional Inflation-Protected Securities ETF by 144.1% in the 3rd quarter. Physician Wealth Solutions Inc. now owns 353,103 shares of the company’s stock valued at $14,594,000 after purchasing an additional 208,435 shares during the last quarter.
Dimensional Inflation-Protected Securities ETF Stock Up 0.0 %
NYSEARCA:DFIP opened at $40.98 on Friday. Dimensional Inflation-Protected Securities ETF has a fifty-two week low of $40.22 and a fifty-two week high of $42.53. The company has a 50 day moving average price of $40.81 and a 200 day moving average price of $41.36.
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.
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