Forum Financial Management LP Raises Position in Dimensional Inflation-Protected Securities ETF $DFIP

Forum Financial Management LP lifted its holdings in Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP) by 188.9% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 240,233 shares of the company’s stock after purchasing an additional 157,075 shares during the quarter. Forum Financial Management LP’s holdings in Dimensional Inflation-Protected Securities ETF were worth $10,145,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in the business. Insight Wealth Strategies LLC acquired a new stake in Dimensional Inflation-Protected Securities ETF in the third quarter worth about $18,965,000. Hemington Wealth Management grew its position in Dimensional Inflation-Protected Securities ETF by 19.2% during the 3rd quarter. Hemington Wealth Management now owns 912,827 shares of the company’s stock worth $38,548,000 after purchasing an additional 146,941 shares during the last quarter. Fortitude Family Office LLC grew its position in Dimensional Inflation-Protected Securities ETF by 67.1% during the 2nd quarter. Fortitude Family Office LLC now owns 243,967 shares of the company’s stock worth $10,200,000 after purchasing an additional 97,992 shares during the last quarter. Level Financial Advisors raised its holdings in shares of Dimensional Inflation-Protected Securities ETF by 42.7% in the third quarter. Level Financial Advisors now owns 284,722 shares of the company’s stock worth $12,024,000 after buying an additional 85,143 shares during the last quarter. Finally, Assetmark Inc. acquired a new stake in shares of Dimensional Inflation-Protected Securities ETF during the second quarter worth $3,072,000.

Dimensional Inflation-Protected Securities ETF Price Performance

Shares of DFIP opened at $41.65 on Friday. The company’s fifty day moving average price is $41.88 and its 200-day moving average price is $42.05. Dimensional Inflation-Protected Securities ETF has a 1-year low of $40.24 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.