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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 34.1 M +USD 4.52 M +112,621 +16%
Heirloom Wealth Management
2
Heirloom Wealth Management
Colorado
USD 28.9 M +USD 28.1 M +700,903 Nuevas
CAM
3
CPA Asset Management
Florida
USD 17.1 M +USD 220 k +5,477 +1%
Larson Financial Group
4
Larson Financial Group
Missouri
USD 13.7 M -USD 1.43 M -35,614 -10%
Market Street Wealth Management Advisors
5
Market Street Wealth Management Advisors
Indiana
USD 10.5 M +USD 2.16 M +53,698 +27%
Rather & Kittrell
6
Rather & Kittrell
Tennessee
USD 8.83 M -USD 10.2 M -253,668 -54%
Five Oceans Advisors
7
Five Oceans Advisors
California
USD 8.83 M +USD 109 k +2,719 +1%
Austin Wealth Management
8
Austin Wealth Management
Texas
USD 7.11 M +USD 599 k +14,915 +9%
Core Wealth Management
9
Core Wealth Management
Florida
USD 6.8 M +USD 93 k +2,316 +1%
Leading Edge Financial Planning
10
Leading Edge Financial Planning
Tennessee
USD 6.43 M -USD 3.69 M -91,817 -37%
Apella Capital
11
Apella Capital
Connecticut
USD 6.42 M +USD 5.08 M +126,679 +427%
Root Financial Partners
12
Root Financial Partners
California
USD 5.97 M +USD 1.73 M +43,044 +42%
Geometric Wealth Advisors
13
Geometric Wealth Advisors
District of Columbia
USD 5.58 M +USD 5.42 M +135,133 Nuevas
Sensible Financial Planning & Management
14
Sensible Financial Planning & Management
Massachusetts
USD 5.47 M +USD 3.26 M +81,195 +158%
BetterWealth
15
BetterWealth
California
USD 5.16 M +USD 33.3 k +829 +0.7%
Klingman & Associates
16
Klingman & Associates
New York
USD 4.16 M -USD 2.67 M -66,416 -40%
Forum Financial Management
17
Forum Financial Management
Illinois
USD 4.1 M +USD 766 k +19,077 +24%
IFP Advisors
18
IFP Advisors
Florida
USD 3.99 M +USD 1.53 M +38,194 +65%
Plan Group Financial
19
Plan Group Financial
Oklahoma
USD 3.76 M -USD 2.27 M -56,436 -38%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
USD 3.75 M +USD 200 k +4,977 +6%
Flow Traders U.S.
21
Flow Traders U.S.
New York
USD 3.71 M +USD 3.61 M +89,865 Nuevas
Altiora Financial Group
22
Altiora Financial Group
Ohio
USD 3.51 M +USD 3.42 M +85,150 Nuevas
Physician Wealth Solutions
23
Physician Wealth Solutions
Nevada
USD 3.41 M +USD 3.32 M +82,679 Nuevas
Jane Street
24
Jane Street
New York
USD 3.26 M +USD 1.87 M +46,704 +145%
Sterling Financial Planning
25
Sterling Financial Planning
New Jersey
USD 3.24 M +USD 985 k +24,539 +45%
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