Dimensional Inflation-Protected Securities ETF (DFIP)
ARCA ARCA Primary Summary
DFIP Chart
Financial Plan Inc. Invests $6.10 Million in Dimensional Inflation-Protected Securities ETF $DFIP
Financial Plan Inc. bought a new position in Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP) in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 146,870 shares of the company's stock, valued at approximately $6,103,000. Dimensional Inflation-Protected Securities ETF makes up
Dimensional Inflation-Protected Securities ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,201 | $133,519.43 | $131,769.16 | -$1,750.27 | -1.31% |
| DM Dipen Mehta Invst LLC | 5,745 | $239,681.4 | $236,435.47 | -$3,245.93 | -1.35% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 33,165 | $1.39M | $1.36M | -$22,212.56 | -1.6% |
 Bethany Wagner Level Financial Advisors | 362,625 | $15.07M | $14.91M | -$152,288.05 | -1.01% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 30,219 | $1.24M | $1.24M | $4,247.87 | 0.34% |
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Dimensional Inflation-Protected Securities ETF Profile
| ARCA Exchange | US Country |
Overview
The company specializes in the investment of fixed income securities, maintaining a commitment to investment grade quality assets. It operates with a focus on securities that offer maturity within a five-year timeframe from the date of settlement. In managing its portfolio, the company strives to adhere to a weighted average duration strategy that aims to balance risk and return, aligning closely with the benchmarks set by the ICE BofA 1-5 Year US Corporate & Government Index. This approach ensures a dynamic yet cautious investment strategy geared towards optimal performance within the defined parameters of investment grade fixed income securities.
Products and Services
- Investment Grade Fixed Income Securities
The company invests at least 80% of its portfolio’s net assets in fixed income securities that are considered to be of investment grade quality. This includes a diverse range of bonds and other debt instruments that are assessed by credit rating agencies to have a lower risk of default, providing a stable income stream to investors while safeguarding their capital.
- Maturity Focused Investments
Focus is placed on securities that are set to mature within five years from the date of settlement. This strategy aims to provide investors with a balance between the higher yield potential of longer-duration securities and the reduced risk associated with shorter-term investments, optimizing for both safety and performance over the medium term.
- Weighted Average Duration Strategy
The portfolio is managed with a goal to maintain a weighted average duration that is no more than one half year greater than, and not less than one year below, the portfolio’s benchmark, the ICE BofA 1-5 Year US Corporate & Government Index. This meticulous duration management strategy is designed to moderate interest rate risk while aligning closely with the benchmark’s average performance, emphasizing stability and predictable returns.
