Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP) is Core Wealth Management Inc.’s 6th Largest Position

Core Wealth Management Inc. lifted its stake in Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP) by 1.4% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 164,741 shares of the company’s stock after acquiring an additional 2,316 shares during the period. Dimensional Inflation-Protected Securities ETF accounts for about 3.2% of Core Wealth Management Inc.’s investment portfolio, making the stock its 6th largest position. Core Wealth Management Inc. owned approximately 1.70% of Dimensional Inflation-Protected Securities ETF worth $6,801,000 as of its most recent filing with the SEC.

A number of other institutional investors have also made changes to their positions in the stock. Sensible Financial Planning & Management LLC. raised its stake in shares of Dimensional Inflation-Protected Securities ETF by 158.0% in the 4th quarter. Sensible Financial Planning & Management LLC. now owns 132,568 shares of the company’s stock valued at $5,472,000 after acquiring an additional 81,195 shares in the last quarter. Annapolis Financial Services LLC boosted its stake in Dimensional Inflation-Protected Securities ETF by 8.4% in the 4th quarter. Annapolis Financial Services LLC now owns 67,968 shares of the company’s stock valued at $2,806,000 after buying an additional 5,261 shares in the last quarter. Heirloom Wealth Management acquired a new stake in Dimensional Inflation-Protected Securities ETF in the 4th quarter valued at $28,933,000. Sterling Financial Planning Inc. boosted its stake in Dimensional Inflation-Protected Securities ETF by 45.4% in the 4th quarter. Sterling Financial Planning Inc. now owns 78,540 shares of the company’s stock valued at $3,242,000 after buying an additional 24,539 shares in the last quarter. Finally, Lam Group Inc. boosted its stake in Dimensional Inflation-Protected Securities ETF by 423.0% in the 4th quarter. Lam Group Inc. now owns 10,120 shares of the company’s stock valued at $418,000 after buying an additional 8,185 shares in the last quarter.

Dimensional Inflation-Protected Securities ETF Trading Up 0.3 %

DFIP traded up $0.12 during trading on Friday, hitting $40.46. The company’s stock had a trading volume of 60,197 shares, compared to its average volume of 62,920. The firm’s 50 day moving average price is $40.88 and its two-hundred day moving average price is $40.66. Dimensional Inflation-Protected Securities ETF has a 12 month low of $39.06 and a 12 month high of $43.03.

About Dimensional Inflation-Protected Securities ETF

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.