Yardley Wealth Management LLC Makes New Investment in Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP)

Yardley Wealth Management LLC purchased a new stake in shares of Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 235,514 shares of the company’s stock, valued at approximately $9,958,000. Dimensional Inflation-Protected Securities ETF comprises about 5.9% of Yardley Wealth Management LLC’s investment portfolio, making the stock its 5th biggest holding.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. HFG Wealth Management LLC boosted its position in Dimensional Inflation-Protected Securities ETF by 3.0% in the 1st quarter. HFG Wealth Management LLC now owns 8,703 shares of the company’s stock valued at $359,000 after buying an additional 253 shares during the last quarter. Visionary Horizons LLC lifted its stake in shares of Dimensional Inflation-Protected Securities ETF by 2.8% during the third quarter. Visionary Horizons LLC now owns 11,780 shares of the company’s stock valued at $498,000 after acquiring an additional 320 shares during the period. Lynx Investment Advisory lifted its stake in shares of Dimensional Inflation-Protected Securities ETF by 5.1% during the third quarter. Lynx Investment Advisory now owns 7,526 shares of the company’s stock valued at $318,000 after acquiring an additional 366 shares during the period. Firethorn Wealth Partners LLC boosted its holdings 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 valued at $627,000 after acquiring an additional 380 shares during the last quarter. Finally, Midwest Heritage Bank FSB increased its position in Dimensional Inflation-Protected Securities ETF by 1.2% in the third quarter. Midwest Heritage Bank FSB now owns 47,983 shares of the company’s stock worth $2,029,000 after purchasing an additional 564 shares during the period.

Dimensional Inflation-Protected Securities ETF Stock Performance

Dimensional Inflation-Protected Securities ETF stock opened at $41.04 on Tuesday. Dimensional Inflation-Protected Securities ETF has a 1 year low of $39.89 and a 1 year high of $42.53. The company’s 50-day moving average is $41.76 and its two-hundred day moving average is $41.40.

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.