Level Financial Advisors Raises Stake in Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP)

Level Financial Advisors increased its stake in shares of Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP) by 130.2% during the first quarter, according to its most recent filing with the SEC. The institutional investor owned 79,060 shares of the company’s stock after purchasing an additional 44,710 shares during the period. Dimensional Inflation-Protected Securities ETF accounts for 1.5% of Level Financial Advisors’ investment portfolio, making the stock its 17th largest position. Level Financial Advisors owned about 0.64% of Dimensional Inflation-Protected Securities ETF worth $3,261,000 as of its most recent filing with the SEC.

A number of other institutional investors have also added to or reduced their stakes in the stock. Heirloom Wealth Management bought a new position in Dimensional Inflation-Protected Securities ETF in the 4th quarter worth about $28,933,000. Austin Wealth Management LLC bought a new position in Dimensional Inflation-Protected Securities ETF in the 3rd quarter worth about $6,368,000. Geometric Wealth Advisors bought a new position in Dimensional Inflation-Protected Securities ETF in the 4th quarter worth about $5,578,000. Apella Capital LLC increased its stake in Dimensional Inflation-Protected Securities ETF by 426.6% in the 4th quarter. Apella Capital LLC now owns 156,373 shares of the company’s stock worth $6,425,000 after acquiring an additional 126,679 shares during the last quarter. Finally, Hill Investment Group Partners LLC increased its stake in Dimensional Inflation-Protected Securities ETF by 15.8% in the 4th quarter. Hill Investment Group Partners LLC now owns 824,987 shares of the company’s stock worth $34,055,000 after acquiring an additional 112,621 shares during the last quarter.

Dimensional Inflation-Protected Securities ETF Price Performance

Shares of Dimensional Inflation-Protected Securities ETF stock traded up $0.16 during trading on Thursday, hitting $40.91. 155,070 shares of the stock traded hands, compared to its average volume of 82,659. The firm’s fifty day moving average is $40.83 and its 200-day moving average is $40.95. Dimensional Inflation-Protected Securities ETF has a 52 week low of $39.06 and a 52 week high of $42.22.

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.