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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 26.3 M +USD 2.08 M +49,374 +8%
Rather & Kittrell
2
Rather & Kittrell
Tennessee
USD 18.1 M +USD 600 k +14,242 +3%
CAM
3
CPA Asset Management
Florida
USD 16.8 M +USD 767 k +18,190 +5%
Larson Financial Group
4
Larson Financial Group
Missouri
USD 13.9 M +USD 2.1 M +49,879 +17%
Leading Edge Financial Planning
5
Leading Edge Financial Planning
Tennessee
USD 11.1 M +USD 2.09 M +49,570 +23%
Five Oceans Advisors
6
Five Oceans Advisors
California
USD 8.76 M -USD 590 -14 -0%
Klingman & Associates
7
Klingman & Associates
New York
USD 7.5 M -USD 50.6 k -1,200 -0.7%
Core Wealth Management
8
Core Wealth Management
Florida
USD 6.47 M +USD 132 k +3,126 +2%
BetterWealth
9
BetterWealth
California
USD 4.92 M +USD 19 k +450 +0.4%
Sensible Financial Planning & Management
10
Sensible Financial Planning & Management
Massachusetts
USD 4.25 M +USD 1.45 M +34,512 +50%
Forum Financial Management
11
Forum Financial Management
Illinois
USD 3.65 M +USD 218 k +5,172 +6%
Root Financial Partners
12
Root Financial Partners
California
USD 3.53 M +USD 1.09 M +25,818 +43%
Plan Group Financial
13
Plan Group Financial
Oklahoma
USD 3.28 M +USD 3.35 M +79,541 Nuevas
Krilogy Financial
14
Krilogy Financial
Missouri
USD 2.39 M +USD 230 k +5,463 +10%
Alpha Financial Advisors
15
Alpha Financial Advisors
North Carolina
USD 2.3 M +USD 285 k +6,772 +14%
Samalin Investment Counsel
16
Samalin Investment Counsel
New York
USD 2.25 M -USD 169 k -4,008 -7%
Sterling Financial Planning
17
Sterling Financial Planning
New Jersey
USD 2.1 M +USD 303 k +7,189 +16%
IFP Advisors
18
IFP Advisors
Florida
USD 1.92 M +USD 697 k +16,544 +55%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
USD 1.8 M +USD 1.25 M +29,610 +212%
CFS Investment Advisory Services
20
CFS Investment Advisory Services
New Jersey
USD 1.79 M +USD 19.3 k +459 +1%
Northwest Wealth Management
21
Northwest Wealth Management
Iowa
USD 1.67 M -USD 142 k -3,369 -8%
AFS
22
Annapolis Financial Services
Maryland
USD 1.49 M +USD 228 k +5,399 +18%
Willow Creek Wealth Management
23
Willow Creek Wealth Management
California
USD 1.47 M +USD 72.2 k +1,714 +5%
Total Wealth Planning
24
Total Wealth Planning
Ohio
USD 1.45 M -USD 25.1 k -595 -2%
Bridge Advisory
25
Bridge Advisory
California
USD 1.42 M +USD 4.22 k +100 +0.3%
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