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icono de DFIP

Dimensional Inflation-Protected Securities ETF
DFIP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Matson Money Inc
1
Matson Money Inc
Ohio
USD 170 M +USD 9.08 M +216,758 +6%
Beacon Pointe Advisors
2
Beacon Pointe Advisors
California
USD 48.8 M +USD 1.99 M +47,488 +4%
Planning Center Inc
3
Planning Center Inc
Illinois
USD 44.8 M +USD 1.12 M +26,743 +3%
HIGP
4
Hill Investment Group Partners
Missouri
USD 31.7 M -USD 908 k -21,688 -3%
PS
5
Pinney & Scofield
Massachusetts
USD 25.4 M +USD 2.12 M +50,670 +9%
Rather & Kittrell
6
Rather & Kittrell
Tennessee
USD 24.2 M +USD 2.23 M +53,164 +10%
LEFP
7
Leading Edge Financial Planning
Tennessee
USD 24 M +USD 2.75 M +65,560 +13%
FFO
8
Fortitude Family Office
Arizona
USD 22.4 M +USD 1.66 M +39,667 +8%
Geometric Wealth Advisors
9
Geometric Wealth Advisors
District of Columbia
USD 21.9 M +USD 815 k +19,452 +4%
Stratos Investment Management
10
Stratos Investment Management
Ohio
USD 20.2 M +USD 1.02 M +24,255 +5%
PWS
11
Physician Wealth Solutions
Nevada
USD 19.1 M +USD 1.46 M +34,812 +8%
LFA
12
Level Financial Advisors
New York
USD 15 M +USD 838 k +20,014 +6%
SC
13
Scratch Capital
Idaho
USD 14.4 M +USD 46.7 k +1,116 +0.3%
CWM
14
Core Wealth Management
Florida
USD 13 M +USD 2.58 M +61,607 +24%
YWM
15
Yardley Wealth Management
Pennsylvania
USD 13 M +USD 1.13 M +26,935 +9%
Market Street Wealth Management Advisors
16
Market Street Wealth Management Advisors
Indiana
USD 12.8 M +USD 211 k +5,044 +2%
KFG Wealth Management
17
KFG Wealth Management
Indiana
USD 10.9 M +USD 413 k +9,858 +4%
Savant Capital
18
Savant Capital
Illinois
USD 10.9 M +USD 993 k +23,705 +10%
NDWM
19
New Dimensions Wealth Management
Texas
USD 10.6 M +USD 899 k +21,466 +9%
FOA
20
Five Oceans Advisors
California
USD 10.5 M – – –
Monograph Wealth Advisors
21
Monograph Wealth Advisors
California
USD 9.8 M +USD 159 k +3,788 +2%
Apella Capital
22
Apella Capital
Connecticut
USD 9.6 M +USD 235 k +5,614 +2%
Financial Plan Inc
23
Financial Plan Inc
Washington
USD 9.5 M +USD 1.59 M +37,903 +20%
Heirloom Wealth Management
24
Heirloom Wealth Management
Colorado
USD 7.79 M -USD 144 k -3,440 -2%
AWM
25
Austin Wealth Management
Texas
USD 7.48 M +USD 74 k +1,766 +1%
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