Forum Financial Management LP Lowers Stock Position in Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP)

Forum Financial Management LP trimmed its holdings in shares of Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP) by 22.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 63,478 shares of the company’s stock after selling 18,754 shares during the period. Forum Financial Management LP owned about 0.48% of Dimensional Inflation-Protected Securities ETF worth $2,570,000 at the end of the most recent reporting period.

Other institutional investors have also recently modified their holdings of the company. Scratch Capital LLC acquired a new stake in Dimensional Inflation-Protected Securities ETF in the fourth quarter valued at $5,961,000. David Wealth Management LLC purchased a new stake in Dimensional Inflation-Protected Securities ETF during the fourth quarter worth about $5,860,000. Five Oceans Advisors grew its position in Dimensional Inflation-Protected Securities ETF by 64.3% during the fourth quarter. Five Oceans Advisors now owns 334,056 shares of the company’s stock worth $13,526,000 after buying an additional 130,693 shares during the period. Fortitude Family Office LLC purchased a new position in Dimensional Inflation-Protected Securities ETF in the fourth quarter valued at about $4,246,000. Finally, Leading Edge Financial Planning LLC lifted its position in shares of Dimensional Inflation-Protected Securities ETF by 39.7% during the 4th quarter. Leading Edge Financial Planning LLC now owns 345,959 shares of the company’s stock valued at $14,008,000 after acquiring an additional 98,395 shares during the period.

Dimensional Inflation-Protected Securities ETF Stock Performance

DFIP opened at $41.60 on Friday. The stock’s 50 day simple moving average is $41.62 and its 200 day simple moving average is $41.28. Dimensional Inflation-Protected Securities ETF has a 1-year low of $40.22 and a 1-year high of $42.59.

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.