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Dimensional Inflation-Protected Securities ETF
DFIP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
HIGP
1
Hill Investment Group Partners
Missouri
USD 17.5 M +USD 1.5 M +32,922 +9%
Market Street Wealth Management Advisors
2
Market Street Wealth Management Advisors
Indiana
USD 15.6 M +USD 16.2 M +354,734 Nuevas
CWR
3
Chico Wealth RIA
California
USD 6.31 M +USD 609 k +13,323 +10%
Mattern Wealth Management
4
Mattern Wealth Management
Kansas
USD 5.46 M -USD 1.03 M -22,551 -15%
B
5
BetterWealth
California
USD 4.94 M +USD 5.14 M +112,412 Nuevas
Jane Street
6
Jane Street
New York
USD 4.34 M +USD 3.23 M +70,587 +251%
SHWM
7
Silicon Hills Wealth Management
Texas
USD 3.88 M +USD 2.68 M +58,577 +198%
Northwest Wealth Management
8
Northwest Wealth Management
Iowa
USD 3.23 M +USD 3.35 M +73,370 Nuevas
Lake Street Private Wealth
9
Lake Street Private Wealth
Illinois
USD 3.06 M +USD 504 k +11,040 +19%
Larson Financial Group
10
Larson Financial Group
Missouri
USD 3.01 M +USD 1.28 M +27,938 +69%
WFA
11
WMG Financial Advisors
Tennessee
USD 2.45 M +USD 868 k +18,993 +52%
Forum Financial Management
12
Forum Financial Management
Illinois
USD 2.23 M +USD 1.17 M +25,692 +103%
GTAM
13
Global Trust Asset Management
Florida
USD 2.12 M +USD 2.2 M +48,113 Nuevas
Citadel Advisors
14
Citadel Advisors
Florida
USD 1.59 M +USD 562 k +12,298 +52%
AWM Capital
15
AWM Capital
Arizona
USD 1.45 M -USD 397 k -8,689 -21%
MGO One Seven
16
MGO One Seven
Ohio
USD 1.36 M -USD 208 k -4,549 -13%
FWP
17
Firethorn Wealth Partners
Georgia
USD 1.04 M +USD 490 k +10,723 +91%
SC
18
Shearwater Capital
Colorado
USD 1.02 M +USD 67.4 k +1,475 +7%
BA
19
Bridge Advisory
California
USD 923 k +USD 952 k +20,840 Nuevas
MHB
20
Midwest Heritage Bank
Iowa
USD 853 k -USD 18.1 k -397 -2%
FOA
21
Five Oceans Advisors
California
USD 724 k -USD 7.97 M -174,420 -91%
AC
22
Applied Capital
Arkansas
USD 713 k +USD 740 k +16,203 Nuevas
SC&H Financial Advisors
23
SC&H Financial Advisors
Maryland
USD 666 k +USD 692 k +15,146 Nuevas
Advisornet Financial
24
Advisornet Financial
Minnesota
USD 518 k +USD 318 k +6,965 +145%
TWP
25
Total Wealth Planning
Ohio
USD 463 k +USD 481 k +10,527 Nuevas
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