Heirloom Wealth Management Invests $28.93 Million in Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP)

Heirloom Wealth Management bought a new position in shares of Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 700,903 shares of the company’s stock, valued at approximately $28,933,000. Dimensional Inflation-Protected Securities ETF makes up about 11.1% of Heirloom Wealth Management’s holdings, making the stock its 2nd biggest holding. Heirloom Wealth Management owned about 0.07% of Dimensional Inflation-Protected Securities ETF as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Coppell Advisory Solutions LLC purchased a new stake in shares of Dimensional Inflation-Protected Securities ETF during the second quarter worth $26,000. Advisor Group Holdings Inc. acquired a new position in shares of Dimensional Inflation-Protected Securities ETF during the 1st quarter valued at about $61,000. Royal Bank of Canada boosted its position in shares of Dimensional Inflation-Protected Securities ETF by 37.1% during the 2nd quarter. Royal Bank of Canada now owns 2,385 shares of the company’s stock valued at $98,000 after acquiring an additional 646 shares during the last quarter. Meredith Wealth Planning acquired a new position in shares of Dimensional Inflation-Protected Securities ETF during the 4th quarter valued at about $227,000. Finally, Envestnet Asset Management Inc. acquired a new position in shares of Dimensional Inflation-Protected Securities ETF during the 2nd quarter valued at about $228,000.

Dimensional Inflation-Protected Securities ETF Trading Up 0.1 %

Shares of DFIP stock traded up $0.05 on Friday, hitting $40.45. 524,419 shares of the stock traded hands, compared to its average volume of 64,390. The firm’s 50-day moving average price is $40.91 and its two-hundred day moving average price is $40.62. Dimensional Inflation-Protected Securities ETF has a twelve month low of $39.06 and a twelve month high of $43.03.

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.