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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 28.3 M +USD 3.13 M +76,839 +12%
Rather & Kittrell
2
Rather & Kittrell
Tennessee
USD 18.6 M +USD 1.2 M +29,550 +7%
CAM
3
CPA Asset Management
Florida
USD 16.3 M +USD 70.8 k +1,736 +0.4%
Larson Financial Group
4
Larson Financial Group
Missouri
USD 14.6 M +USD 1.33 M +32,724 +10%
Strategic Investment Solutions
5
Strategic Investment Solutions
Illinois
USD 11.4 M +USD 11.3 M +276,398 +6,473%
Leading Edge Financial Planning
6
Leading Edge Financial Planning
Tennessee
USD 9.8 M -USD 876 k -21,497 -8%
Five Oceans Advisors
7
Five Oceans Advisors
California
USD 8.4 M -USD 42.5 k -1,042 -0.5%
Market Street Wealth Management Advisors
8
Market Street Wealth Management Advisors
Indiana
USD 7.97 M +USD 7.7 M +188,823 +1,639%
Klingman & Associates
9
Klingman & Associates
New York
USD 6.65 M -USD 591 k -14,500 -8%
Core Wealth Management
10
Core Wealth Management
Florida
USD 6.46 M +USD 237 k +5,807 +4%
Austin Wealth Management
11
Austin Wealth Management
Texas
USD 6.37 M +USD 6.51 M +159,635 Nuevas
Plan Group Financial
12
Plan Group Financial
Oklahoma
USD 5.87 M +USD 2.77 M +68,009 +86%
BetterWealth
13
BetterWealth
California
USD 4.94 M +USD 213 k +5,224 +4%
Root Financial Partners
14
Root Financial Partners
California
USD 4.04 M +USD 656 k +16,090 +19%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
USD 3.41 M +USD 3.5 M +85,817 Nuevas
Forum Financial Management
16
Forum Financial Management
Illinois
USD 3.2 M -USD 328 k -8,057 -9%
Willow Creek Wealth Management
17
Willow Creek Wealth Management
California
USD 2.55 M +USD 1.16 M +28,449 +80%
AFS
18
Annapolis Financial Services
Maryland
USD 2.49 M +USD 1.08 M +26,518 +73%
Krilogy Financial
19
Krilogy Financial
Missouri
USD 2.36 M +USD 58.2 k +1,427 +2%
IFP Advisors
20
IFP Advisors
Florida
USD 2.33 M +USD 489 k +11,985 +26%
Alpha Financial Advisors
21
Alpha Financial Advisors
North Carolina
USD 2.2 M -USD 12.4 k -305 -0.5%
Sterling Financial Planning
22
Sterling Financial Planning
New Jersey
USD 2.15 M +USD 128 k +3,137 +6%
Sensible Financial Planning & Management
23
Sensible Financial Planning & Management
Massachusetts
USD 2.04 M -USD 2.1 M -51,525 -50%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
USD 1.85 M +USD 117 k +2,877 +7%
CFS Investment Advisory Services
25
CFS Investment Advisory Services
New Jersey
USD 1.78 M +USD 52.1 k +1,279 +3%
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