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

Forum Financial Management LP lowered its stake in shares of Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP) by 3.1% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 83,158 shares of the company’s stock after selling 2,640 shares during the period. Forum Financial Management LP owned 0.37% of Dimensional Inflation-Protected Securities ETF worth $3,477,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the stock. Hemington Wealth Management lifted its position in shares of Dimensional Inflation-Protected Securities ETF by 6.5% during the second quarter. Hemington Wealth Management now owns 765,886 shares of the company’s stock worth $32,021,000 after acquiring an additional 46,510 shares in the last quarter. Geometric Wealth Advisors lifted its position in shares of Dimensional Inflation-Protected Securities ETF by 10.4% during the first quarter. Geometric Wealth Advisors now owns 497,976 shares of the company’s stock worth $20,970,000 after acquiring an additional 46,864 shares in the last quarter. CPA Asset Management LLC raised its position in shares of Dimensional Inflation-Protected Securities ETF by 2.3% in the second quarter. CPA Asset Management LLC now owns 432,044 shares of the company’s stock worth $18,064,000 after buying an additional 9,912 shares in the last quarter. Pinney & Scofield Inc. raised its position in shares of Dimensional Inflation-Protected Securities ETF by 14.1% in the first quarter. Pinney & Scofield Inc. now owns 400,986 shares of the company’s stock worth $16,886,000 after buying an additional 49,586 shares in the last quarter. Finally, Leading Edge Financial Planning LLC raised its position in shares of Dimensional Inflation-Protected Securities ETF by 7.1% in the second quarter. Leading Edge Financial Planning LLC now owns 382,545 shares of the company’s stock worth $15,994,000 after buying an additional 25,282 shares in the last quarter.

Dimensional Inflation-Protected Securities ETF Trading Up 0.1%

Shares of DFIP stock opened at $42.52 on Thursday. Dimensional Inflation-Protected Securities ETF has a 52-week low of $40.22 and a 52-week high of $42.77. The business’s fifty day moving average is $42.33 and its 200 day moving average is $41.87.

Dimensional Inflation-Protected Securities ETF Company 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.