Sterling Financial Planning Inc. Boosts Stock Position in Dimensional Inflation-Protected Securities ETF $DFIP

Sterling Financial Planning Inc. grew its position in Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP) by 10.4% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 170,748 shares of the company’s stock after purchasing an additional 16,057 shares during the period. Dimensional Inflation-Protected Securities ETF makes up 2.1% of Sterling Financial Planning Inc.’s holdings, making the stock its 15th largest position. Sterling Financial Planning Inc. owned approximately 0.66% of Dimensional Inflation-Protected Securities ETF worth $7,124,000 at the end of the most recent quarter.

Several other institutional investors have also recently modified their holdings of the company. Harbour Investments Inc. boosted its position in Dimensional Inflation-Protected Securities ETF by 645.5% in the fourth quarter. Harbour Investments Inc. now owns 902 shares of the company’s stock valued at $37,000 after buying an additional 781 shares during the last quarter. Tradewinds Capital Management LLC purchased a new position in Dimensional Inflation-Protected Securities ETF during the 4th quarter worth approximately $54,000. Torren Management LLC purchased a new position in Dimensional Inflation-Protected Securities ETF during the 4th quarter worth approximately $64,000. Elevate Wealth Advisory Inc. lifted its stake in Dimensional Inflation-Protected Securities ETF by 23.0% during the 4th quarter. Elevate Wealth Advisory Inc. now owns 2,402 shares of the company’s stock valued at $100,000 after acquiring an additional 449 shares during the period. Finally, Jones Financial Companies Lllp acquired a new stake in Dimensional Inflation-Protected Securities ETF during the 1st quarter valued at approximately $121,000.

Dimensional Inflation-Protected Securities ETF Stock Performance

NYSEARCA DFIP opened at $41.22 on Friday. Dimensional Inflation-Protected Securities ETF has a 1 year low of $41.02 and a 1 year high of $42.77. The company has a fifty day moving average of $41.57 and a 200 day moving average of $41.79.

About Dimensional Inflation-Protected Securities ETF

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.