Forum Financial Management LP Sells 62,591 Shares of Dimensional Inflation-Protected Securities ETF $DFIP

Forum Financial Management LP decreased its holdings in Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP) by 42.7% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 83,917 shares of the company’s stock after selling 62,591 shares during the quarter. Forum Financial Management LP owned about 0.29% of Dimensional Inflation-Protected Securities ETF worth $3,278,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Cherry Tree Wealth Management LLC purchased a new stake in shares of Dimensional Inflation-Protected Securities ETF during the third quarter valued at $101,000. Berger Financial Group Inc acquired a new position in Dimensional Inflation-Protected Securities ETF in the first quarter valued at approximately $201,000. Security National Bank of Sioux City Iowa IA acquired a new position in shares of Dimensional Inflation-Protected Securities ETF in the 2nd quarter valued at $224,000. Security National Bank of SO Dak acquired a new position in shares of Dimensional Inflation-Protected Securities ETF in the second quarter worth about $342,000. Finally, Kestra Advisory Services LLC boosted its position in Dimensional Inflation-Protected Securities ETF by 9.5% during the first quarter. Kestra Advisory Services LLC now owns 9,083 shares of the company’s stock worth $379,000 after purchasing an additional 785 shares in the last quarter.

Dimensional Inflation-Protected Securities ETF Price Performance

Dimensional Inflation-Protected Securities ETF stock opened at $39.60 on Friday. The company’s fifty day moving average price is $39.83 and its 200 day moving average price is $40.95. Dimensional Inflation-Protected Securities ETF has a 1 year low of $38.96 and a 1 year high of $42.55.

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.