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

Heirloom Wealth Management purchased a new position in Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 700,903 shares of the company’s stock, valued at approximately $28,933,000. Dimensional Inflation-Protected Securities ETF comprises about 11.1% of Heirloom Wealth Management’s investment portfolio, making the stock its 2nd largest position. Heirloom Wealth Management owned approximately 7.23% of Dimensional Inflation-Protected Securities ETF at the end of the most recent reporting period.

Other hedge funds have also added to or reduced their stakes in the company. Austin Wealth Management LLC purchased a new position in shares of Dimensional Inflation-Protected Securities ETF in the third quarter valued at about $6,368,000. Geometric Wealth Advisors purchased a new position in shares of Dimensional Inflation-Protected Securities ETF in the fourth quarter valued at about $5,578,000. Apella Capital LLC increased its position in shares of Dimensional Inflation-Protected Securities ETF by 426.6% during the fourth quarter. Apella Capital LLC now owns 156,373 shares of the company’s stock valued at $6,425,000 after buying an additional 126,679 shares during the period. Hill Investment Group Partners LLC increased its position in shares of Dimensional Inflation-Protected Securities ETF by 15.8% during the fourth quarter. Hill Investment Group Partners LLC now owns 824,987 shares of the company’s stock valued at $34,055,000 after buying an additional 112,621 shares during the period. Finally, Physician Wealth Solutions Inc. purchased a new position in shares of Dimensional Inflation-Protected Securities ETF during the fourth quarter valued at about $3,413,000.

Dimensional Inflation-Protected Securities ETF Price Performance

Shares of NYSEARCA DFIP traded up $0.05 during midday trading on Friday, hitting $40.45. 524,419 shares of the company traded hands, compared to its average volume of 64,390. Dimensional Inflation-Protected Securities ETF has a 12-month low of $39.06 and a 12-month high of $43.03. The stock has a 50-day moving average price of $40.91 and a 200 day moving average price of $40.62.

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.