13,874 Dimensional Inflation-Protected Securities ETF $DFIP Shares Bought by Vestia Personal Wealth Advisors

Vestia Personal Wealth Advisors raised its stake in Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP) by 34.9% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 53,613 shares of the company’s stock after purchasing an additional 13,874 shares during the period. Dimensional Inflation-Protected Securities ETF accounts for approximately 0.7% of Vestia Personal Wealth Advisors’ investment portfolio, making the stock its 23rd largest holding. Vestia Personal Wealth Advisors owned about 0.19% of Dimensional Inflation-Protected Securities ETF worth $2,094,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Planning Center Inc. lifted its position in shares of Dimensional Inflation-Protected Securities ETF by 4.1% during the first quarter. Planning Center Inc. now owns 1,058,790 shares of the company’s stock valued at $44,173,000 after buying an additional 42,165 shares during the last quarter. Fortitude Family Office LLC grew its position in shares of Dimensional Inflation-Protected Securities ETF by 9.3% in the 3rd quarter. Fortitude Family Office LLC now owns 594,614 shares of the company’s stock worth $23,226,000 after buying an additional 50,681 shares during the last quarter. Level Financial Advisors grew its position in shares of Dimensional Inflation-Protected Securities ETF by 5.0% in the 3rd quarter. Level Financial Advisors now owns 380,658 shares of the company’s stock worth $14,869,000 after buying an additional 18,033 shares during the last quarter. KFG Wealth Management LLC grew its position in shares of Dimensional Inflation-Protected Securities ETF by 8.4% in the 3rd quarter. KFG Wealth Management LLC now owns 287,198 shares of the company’s stock worth $11,218,000 after buying an additional 22,295 shares during the last quarter. Finally, Core Wealth Management Inc. grew its position in shares of Dimensional Inflation-Protected Securities ETF by 5.4% in the 1st quarter. Core Wealth Management Inc. now owns 253,735 shares of the company’s stock worth $10,586,000 after buying an additional 13,047 shares during the last quarter.

Dimensional Inflation-Protected Securities ETF Trading Down 0.2%

NYSEARCA DFIP opened at $39.51 on Tuesday. The company has a 50 day moving average price of $39.81 and a 200 day moving average price of $40.93. Dimensional Inflation-Protected Securities ETF has a 52 week low of $38.96 and a 52 week high of $42.52.

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.