David Wealth Management LLC Takes Position in Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP)

David Wealth Management LLC bought a new position in Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 144,719 shares of the company’s stock, valued at approximately $5,860,000. Dimensional Inflation-Protected Securities ETF makes up about 4.8% of David Wealth Management LLC’s portfolio, making the stock its 8th biggest holding. David Wealth Management LLC owned about 1.10% of Dimensional Inflation-Protected Securities ETF at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Visionary Horizons LLC boosted its holdings in Dimensional Inflation-Protected Securities ETF by 2.8% in the 3rd quarter. Visionary Horizons LLC now owns 11,780 shares of the company’s stock worth $498,000 after buying an additional 320 shares during the period. Lynx Investment Advisory boosted its stake in shares of Dimensional Inflation-Protected Securities ETF by 5.1% in the third quarter. Lynx Investment Advisory now owns 7,526 shares of the company’s stock worth $318,000 after acquiring an additional 366 shares during the period. Firethorn Wealth Partners LLC grew its position in shares of Dimensional Inflation-Protected Securities ETF by 2.6% during the third quarter. Firethorn Wealth Partners LLC now owns 14,820 shares of the company’s stock worth $627,000 after purchasing an additional 380 shares in the last quarter. Shearwater Capital LLC raised its stake in Dimensional Inflation-Protected Securities ETF by 1.5% during the 4th quarter. Shearwater Capital LLC now owns 38,738 shares of the company’s stock valued at $1,569,000 after purchasing an additional 560 shares during the period. Finally, Midwest Heritage Bank FSB lifted its holdings in Dimensional Inflation-Protected Securities ETF by 1.2% in the 3rd quarter. Midwest Heritage Bank FSB now owns 47,983 shares of the company’s stock worth $2,029,000 after purchasing an additional 564 shares in the last quarter.

Dimensional Inflation-Protected Securities ETF Stock Performance

DFIP stock opened at $41.19 on Wednesday. Dimensional Inflation-Protected Securities ETF has a 1-year low of $40.22 and a 1-year high of $42.53. The business has a 50 day simple moving average of $40.80 and a two-hundred day simple moving average of $41.36.

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.