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Dimensional Inflation-Protected Securities ETF
DFIP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Hill Investment Group Partners
1
Hill Investment Group Partners
Missouri
USD 19.6 M +USD 2.91 M +70,342 +17%
Rather & Kittrell
2
Rather & Kittrell
Tennessee
USD 16 M +USD 15.4 M +372,893 +2,469%
CAM
3
CPA Asset Management
Florida
USD 15.8 M +USD 15.8 M +383,278 Nuevas
Larson Financial Group
4
Larson Financial Group
Missouri
USD 9.5 M +USD 3.88 M +93,886 +68%
Five Oceans Advisors
5
Five Oceans Advisors
California
USD 8.73 M – – –
Jane Street
6
Jane Street
New York
USD 7.46 M +USD 295 k +7,133 +4%
Klingman & Associates
7
Klingman & Associates
New York
USD 7.33 M +USD 5.01 M +121,198 +213%
Market Street Wealth Management Advisors
8
Market Street Wealth Management Advisors
Indiana
USD 7.31 M -USD 4.73 M -114,538 -39%
Leading Edge Financial Planning
9
Leading Edge Financial Planning
Tennessee
USD 6.93 M +USD 6.95 M +168,333 Nuevas
Core Wealth Management
10
Core Wealth Management
Florida
USD 6.29 M +USD 6.32 M +152,935 Nuevas
BetterWealth
11
BetterWealth
California
USD 4.75 M +USD 50.9 k +1,233 +1%
Goldman Sachs
12
Goldman Sachs
New York
USD 4.38 M +USD 4.4 M +106,483 Nuevas
Silicon Hills Wealth Management
13
Silicon Hills Wealth Management
Texas
USD 3.65 M -USD 155 k -3,755 -4%
TCP Asset Management
14
TCP Asset Management
Ohio
USD 3.25 M +USD 3.26 M +78,886 Nuevas
Sensible Financial Planning & Management
15
Sensible Financial Planning & Management
Massachusetts
USD 3.17 M +USD 3.18 M +77,019 Nuevas
Forum Financial Management
16
Forum Financial Management
Illinois
USD 3.02 M +USD 389 k +9,405 +15%
WFA
17
WMG Financial Advisors
Tennessee
USD 2.28 M -USD 300 k -7,267 -12%
Mattern Wealth Management
18
Mattern Wealth Management
Kansas
USD 2.28 M -USD 2.81 M -67,898 -55%
Northwest Wealth Management
19
Northwest Wealth Management
Iowa
USD 2.1 M -USD 1.33 M -32,164 -39%
Samalin Investment Counsel
20
Samalin Investment Counsel
New York
USD 2.09 M +USD 1.59 M +38,595 +316%
AWM Capital
21
AWM Capital
Arizona
USD 1.78 M -USD 19.8 k -480 -1%
Alpha Financial Advisors
22
Alpha Financial Advisors
North Carolina
USD 1.75 M +USD 1.76 M +42,544 Nuevas
Drive Wealth Management
23
Drive Wealth Management
Utah
USD 1.72 M +USD 507 k +12,271 +42%
CFS Investment Advisory Services
24
CFS Investment Advisory Services
New Jersey
USD 1.66 M +USD 1.67 M +40,320 Nuevas
Total Wealth Planning
25
Total Wealth Planning
Ohio
USD 1.51 M +USD 908 k +21,983 +149%
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