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icono de DFIP

Dimensional Inflation-Protected Securities ETF
DFIP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
SFP
26
Sterling Financial Planning
New Jersey
USD 7.41 M +USD 375 k +8,962 +5%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
USD 6.7 M +USD 1.07 M +25,534 +19%
VF
28
Vestment Financial
Minnesota
USD 6.56 M +USD 34.5 k +825 +0.5%
Forum Financial Management
29
Forum Financial Management
Illinois
USD 6.04 M -USD 706 k -16,851 -10%
Goldman Sachs
30
Goldman Sachs
New York
USD 6.04 M +USD 1.19 M +28,490 +24%
FF
31
Foundry Financial
California
USD 5.72 M +USD 800 k +19,116 +16%
BWA
32
BCU Wealth Advisors
Illinois
USD 5.27 M +USD 487 k +11,636 +10%
HNWA
33
Henrickson Nauta Wealth Advisors
Michigan
USD 5.17 M +USD 629 k +15,010 +14%
AFC
34
Ares Financial Consulting
California
USD 4.47 M +USD 163 k +3,896 +4%
MWM
35
McCartney Wealth Management
Missouri
USD 4.38 M +USD 256 k +6,119 +6%
Wealthspire Advisors (New York)
36
Wealthspire Advisors (New York)
New York
USD 4.14 M +USD 4.2 M +100,344 Nuevas
Park Avenue Securities
37
Park Avenue Securities
New York
USD 4.03 M +USD 795 k +18,990 +24%
PWIA
38
Porter White Investment Advisors
Alabama
USD 4.03 M +USD 140 k +3,348 +4%
AWM Capital
39
AWM Capital
Arizona
USD 4.01 M +USD 561 k +13,390 +16%
Farther Finance Advisors
40
Farther Finance Advisors
California
USD 3.97 M +USD 448 k +10,702 +13%
GSF
41
Grove Street Fiduciary
New Hampshire
USD 3.83 M -USD 13.7 k -327 -0.4%
E
42
EntreWealth
Texas
USD 3.75 M +USD 474 k +11,308 +14%
Flow Traders U.S.
43
Flow Traders U.S.
New York
USD 3.61 M +USD 3.66 M +87,453 Nuevas
Altiora Financial Group
44
Altiora Financial Group
Ohio
USD 3.26 M +USD 16.7 k +398 +0.5%
CSB
45
City State Bank
Iowa
USD 3.21 M +USD 718 k +17,144 +28%
AFA
46
Amicus Financial Advisors
Texas
USD 3.18 M +USD 893 k +21,316 +38%
AssetMark Inc
47
AssetMark Inc
California
USD 3.17 M +USD 254 k +6,060 +9%
Brighton Jones LLC
48
Brighton Jones LLC
Washington
USD 3.06 M +USD 2.89 M +69,116 +1,335%
BRIA
49
Balanced Rock Investment Advisors
Massachusetts
USD 2.85 M +USD 314 k +7,497 +12%
MGW
50
MB Generational Wealth
Washington
USD 2.72 M +USD 455 k +10,875 +20%
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