Planning Center Inc. Has $44.17 Million Position in Dimensional Inflation-Protected Securities ETF $DFIP

Planning Center Inc. increased its holdings in shares of Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP) by 4.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,058,790 shares of the company’s stock after purchasing an additional 42,165 shares during the quarter. Dimensional Inflation-Protected Securities ETF makes up 4.5% of Planning Center Inc.’s portfolio, making the stock its 8th biggest holding. Planning Center Inc. owned approximately 4.09% of Dimensional Inflation-Protected Securities ETF worth $44,173,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in DFIP. Fortitude Family Office LLC boosted its holdings in shares of Dimensional Inflation-Protected Securities ETF by 50.6% during the 4th quarter. Fortitude Family Office LLC now owns 428,494 shares of the company’s stock valued at $17,806,000 after purchasing an additional 143,923 shares during the last quarter. Leading Edge Financial Planning LLC increased its holdings in shares of Dimensional Inflation-Protected Securities ETF by 12.0% in the fourth quarter. Leading Edge Financial Planning LLC now owns 475,655 shares of the company’s stock worth $19,766,000 after purchasing an additional 51,065 shares during the last quarter. Apella Capital LLC increased its holdings in shares of Dimensional Inflation-Protected Securities ETF by 8.7% in the fourth quarter. Apella Capital LLC now owns 188,708 shares of the company’s stock worth $7,842,000 after purchasing an additional 15,075 shares during the last quarter. Sterling Financial Planning Inc. lifted its position in shares of Dimensional Inflation-Protected Securities ETF by 11.2% in the fourth quarter. Sterling Financial Planning Inc. now owns 154,691 shares of the company’s stock worth $6,428,000 after buying an additional 15,528 shares in the last quarter. Finally, Yeomans Consulting Group Inc. purchased a new stake in shares of Dimensional Inflation-Protected Securities ETF in the fourth quarter worth about $2,482,000.

Dimensional Inflation-Protected Securities ETF Price Performance

Shares of Dimensional Inflation-Protected Securities ETF stock opened at $41.26 on Monday. The stock has a 50 day moving average of $41.77 and a 200 day moving average of $41.82. Dimensional Inflation-Protected Securities ETF has a 12 month low of $41.02 and a 12 month high of $42.77.

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.