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icono de DFIP

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 25.1 M +USD 4.57 M +109,256 +23%
Rather & Kittrell
2
Rather & Kittrell
Tennessee
USD 18.1 M +USD 1.5 M +35,777 +9%
CAM
3
CPA Asset Management
Florida
USD 16.7 M +USD 245 k +5,857 +2%
Larson Financial Group
4
Larson Financial Group
Missouri
USD 12.2 M +USD 2.25 M +53,786 +23%
Leading Edge Financial Planning
5
Leading Edge Financial Planning
Tennessee
USD 9.4 M +USD 2.14 M +51,196 +30%
Five Oceans Advisors
6
Five Oceans Advisors
California
USD 9.09 M – – –
Klingman & Associates
7
Klingman & Associates
New York
USD 7.83 M +USD 195 k +4,667 +3%
Core Wealth Management
8
Core Wealth Management
Florida
USD 6.57 M +USD 23.3 k +557 +0.4%
BetterWealth
9
BetterWealth
California
USD 5.08 M +USD 134 k +3,190 +3%
Forum Financial Management
10
Forum Financial Management
Illinois
USD 3.56 M +USD 408 k +9,755 +13%
Sensible Financial Planning & Management
11
Sensible Financial Planning & Management
Massachusetts
USD 2.93 M -USD 361 k -8,633 -11%
Root Financial Partners
12
Root Financial Partners
California
USD 2.55 M +USD 2.5 M +59,632 Nuevas
Samalin Investment Counsel
13
Samalin Investment Counsel
New York
USD 2.5 M +USD 321 k +7,676 +15%
Krilogy Financial
14
Krilogy Financial
Missouri
USD 2.24 M +USD 826 k +19,744 +61%
Alpha Financial Advisors
15
Alpha Financial Advisors
North Carolina
USD 2.1 M +USD 267 k +6,373 +15%
Citadel Advisors
16
Citadel Advisors
Florida
USD 2.07 M +USD 1.27 M +30,239 +166%
Northwest Wealth Management
17
Northwest Wealth Management
Iowa
USD 1.88 M -USD 299 k -7,149 -14%
Sterling Financial Planning
18
Sterling Financial Planning
New Jersey
USD 1.87 M +USD 874 k +20,885 +92%
CFS Investment Advisory Services
19
CFS Investment Advisory Services
New Jersey
USD 1.84 M +USD 108 k +2,571 +6%
Drive Wealth Management
20
Drive Wealth Management
Utah
USD 1.79 M +USD 3.81 k +91 +0.2%
Total Wealth Planning
21
Total Wealth Planning
Ohio
USD 1.53 M -USD 42.5 k -1,016 -3%
IFP Advisors
22
IFP Advisors
Florida
USD 1.5 M +USD 1.1 M +26,190 +695%
Bridge Advisory
23
Bridge Advisory
California
USD 1.47 M -USD 88.8 k -2,122 -6%
Willow Creek Wealth Management
24
Willow Creek Wealth Management
California
USD 1.45 M +USD 214 k +5,102 +18%
SageView Advisory Group
25
SageView Advisory Group
California
USD 1.42 M +USD 26.9 k +643 +2%
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