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Dimensional Inflation-Protected Securities ETF
DFIP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
USD 1.16 M +USD 22.3 k +533 +2%
Modera Wealth Management
77
Modera Wealth Management
New Jersey
USD 1.14 M +USD 624 k +14,900 +116%
Klingman & Associates
78
Klingman & Associates
New York
USD 1.1 M – – –
Allworth Financial
79
Allworth Financial
California
USD 1.06 M -USD 14 k -335 -1%
CAM
80
CPA Asset Management
Florida
USD 1.03 M -USD 5.13 M -122,527 -83%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
USD 1.02 M +USD 14.6 k +348 +1%
KCWM
82
Kane Co Wealth Management
Iowa
USD 923 k +USD 319 k +7,621 +52%
Tower Research Capital (TRC)
83
Tower Research Capital (TRC)
New York
USD 884 k +USD 897 k +21,421 Nuevas
PGF
84
Plan Group Financial
Oklahoma
USD 847 k -USD 165 k -3,943 -16%
SF
85
SeedSafe Financial
Texas
USD 809 k -USD 12.6 k -302 -2%
EP
86
Essential Planning
New Hampshire
USD 791 k +USD 192 k +4,591 +32%
CMP
87
Coston McIsaac & Partners
Maine
USD 784 k +USD 103 k +2,456 +15%
MWM
88
Meritas Wealth Management
California
USD 764 k +USD 461 k +11,004 +146%
Foster Group
89
Foster Group
Iowa
USD 746 k – – –
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
USD 698 k -USD 1.3 M -31,078 -65%
APC
91
Aspire Private Capital
North Carolina
USD 691 k +USD 217 k +5,190 +45%
VH
92
Visionary Horizons
Tennessee
USD 672 k +USD 10.3 k +245 +2%
Northwest Wealth Management
93
Northwest Wealth Management
Iowa
USD 671 k -USD 10.1 k -241 -1%
Citigroup
94
Citigroup
New York
USD 642 k +USD 98.9 k +2,361 +18%
Greenspring Advisors
95
Greenspring Advisors
Maryland
USD 628 k -USD 51.1 k -1,220 -7%
CW
96
Curio Wealth
Maryland
USD 594 k -USD 9.5 k -227 -2%
FWP
97
Firethorn Wealth Partners
Georgia
USD 564 k -USD 7.91 k -189 -1%
DFP
98
Donalies Financial Planning
District of Columbia
USD 544 k +USD 24.3 k +581 +5%
LIA
99
Lynx Investment Advisory
District of Columbia
USD 538 k +USD 184 k +4,394 +51%
CA
100
Clune & Associates
Illinois
USD 538 k +USD 159 k +3,796 +41%
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