Root Financial Partners LLC Sells 17,240 Shares of Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP)

Root Financial Partners LLC lowered its position in Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP) by 36.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 30,665 shares of the company’s stock after selling 17,240 shares during the quarter. Root Financial Partners LLC owned approximately 0.23% of Dimensional Inflation-Protected Securities ETF worth $1,242,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Heirloom Wealth Management lifted its stake in Dimensional Inflation-Protected Securities ETF by 6.0% in the 4th quarter. Heirloom Wealth Management now owns 1,050,930 shares of the company’s stock valued at $42,553,000 after purchasing an additional 59,625 shares during the last quarter. Planning Center Inc. raised its stake in Dimensional Inflation-Protected Securities ETF by 1.3% in the fourth quarter. Planning Center Inc. now owns 754,100 shares of the company’s stock valued at $30,534,000 after buying an additional 9,736 shares during the period. Geometric Wealth Advisors lifted its position in shares of Dimensional Inflation-Protected Securities ETF by 12.6% in the third quarter. Geometric Wealth Advisors now owns 429,870 shares of the company’s stock valued at $18,175,000 after buying an additional 48,155 shares during the last quarter. CPA Asset Management LLC boosted its stake in shares of Dimensional Inflation-Protected Securities ETF by 1.4% during the 3rd quarter. CPA Asset Management LLC now owns 405,884 shares of the company’s stock worth $17,161,000 after acquiring an additional 5,693 shares during the period. Finally, Physician Wealth Solutions Inc. increased its holdings in shares of Dimensional Inflation-Protected Securities ETF by 144.1% during the 3rd quarter. Physician Wealth Solutions Inc. now owns 353,103 shares of the company’s stock worth $14,594,000 after acquiring an additional 208,435 shares during the last quarter.

Dimensional Inflation-Protected Securities ETF Stock Up 0.5 %

Shares of Dimensional Inflation-Protected Securities ETF stock opened at $41.15 on Friday. The business has a fifty day simple moving average of $40.79 and a two-hundred day simple moving average of $41.36. Dimensional Inflation-Protected Securities ETF has a 1 year low of $40.22 and a 1 year high of $42.53.

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.