Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP) is Heirloom Wealth Management’s Largest Position

Heirloom Wealth Management raised its holdings in Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP) by 6.0% during the 4th quarter, HoldingsChannel.com reports. The fund owned 1,050,930 shares of the company’s stock after acquiring an additional 59,625 shares during the quarter. Dimensional Inflation-Protected Securities ETF accounts for approximately 12.8% of Heirloom Wealth Management’s investment portfolio, making the stock its largest holding. Heirloom Wealth Management owned 0.08% of Dimensional Inflation-Protected Securities ETF worth $42,553,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of the business. Centennial Bank AR increased its stake in Dimensional Inflation-Protected Securities ETF by 25.1% in the second quarter. Centennial Bank AR now owns 19,254 shares of the company’s stock valued at $786,000 after acquiring an additional 3,869 shares during the last quarter. HFG Wealth Management LLC raised its holdings in shares of Dimensional Inflation-Protected Securities ETF by 13.1% during the 2nd quarter. HFG Wealth Management LLC now owns 9,841 shares of the company’s stock valued at $402,000 after buying an additional 1,138 shares in the last quarter. Jane Street Group LLC raised its holdings in shares of Dimensional Inflation-Protected Securities ETF by 59.7% during the 3rd quarter. Jane Street Group LLC now owns 8,954 shares of the company’s stock valued at $379,000 after buying an additional 3,347 shares in the last quarter. Total Wealth Planning LLC lifted its position in Dimensional Inflation-Protected Securities ETF by 12.5% in the 4th quarter. Total Wealth Planning LLC now owns 28,895 shares of the company’s stock worth $1,170,000 after buying an additional 3,219 shares during the last quarter. Finally, Firethorn Wealth Partners LLC boosted its stake in Dimensional Inflation-Protected Securities ETF by 2.6% in the third quarter. Firethorn Wealth Partners LLC now owns 14,820 shares of the company’s stock worth $627,000 after buying an additional 380 shares in the last quarter.

Dimensional Inflation-Protected Securities ETF Price Performance

DFIP stock opened at $40.78 on Monday. Dimensional Inflation-Protected Securities ETF has a one year low of $40.22 and a one year high of $42.53. The company’s 50 day moving average price is $40.81 and its two-hundred day moving average price is $41.37.

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.