Dimensional Inflation-Protected Securities ETF $DFIP Position Boosted by Sterling Financial Planning Inc.

Sterling Financial Planning Inc. boosted its holdings in Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP) by 11.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 154,691 shares of the company’s stock after acquiring an additional 15,528 shares during the quarter. Dimensional Inflation-Protected Securities ETF accounts for 1.9% of Sterling Financial Planning Inc.’s portfolio, making the stock its 15th largest position. Sterling Financial Planning Inc. owned about 0.61% of Dimensional Inflation-Protected Securities ETF worth $6,428,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Washington Trust Advisors Inc. acquired a new stake in Dimensional Inflation-Protected Securities ETF in the 3rd quarter valued at approximately $54,000. Tradewinds Capital Management LLC acquired a new stake in Dimensional Inflation-Protected Securities ETF in the 4th quarter valued at approximately $54,000. Elevate Wealth Advisory Inc. increased its position in Dimensional Inflation-Protected Securities ETF by 23.0% in the 4th quarter. Elevate Wealth Advisory Inc. now owns 2,402 shares of the company’s stock valued at $100,000 after acquiring an additional 449 shares during the period. Jones Financial Companies Lllp acquired a new stake in Dimensional Inflation-Protected Securities ETF in the 1st quarter valued at approximately $121,000. Finally, Nemes Rush Group LLC increased its position in Dimensional Inflation-Protected Securities ETF by 10.3% in the 3rd quarter. Nemes Rush Group LLC now owns 3,611 shares of the company’s stock valued at $152,000 after acquiring an additional 338 shares during the period.

Dimensional Inflation-Protected Securities ETF Stock Performance

DFIP opened at $42.17 on Tuesday. Dimensional Inflation-Protected Securities ETF has a 12 month low of $41.06 and a 12 month high of $42.77. The stock’s 50 day moving average price is $42.00 and its 200 day moving average price is $41.97.

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.