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icono de DFIP

Dimensional Inflation-Protected Securities ETF
DFIP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Heirloom Wealth Management
1
Heirloom Wealth Management
Colorado
USD 34.8 M +USD 5.89 M +143,560 +20%
Hill Investment Group Partners
2
Hill Investment Group Partners
Missouri
USD 33.9 M -USD 105 k -2,570 -0.3%
CAM
3
CPA Asset Management
Florida
USD 16.4 M -USD 701 k -17,096 -4%
Larson Financial Group
4
Larson Financial Group
Missouri
USD 14.7 M +USD 998 k +24,329 +7%
Rather & Kittrell
5
Rather & Kittrell
Tennessee
USD 11 M +USD 2.19 M +53,341 +25%
Market Street Wealth Management Advisors
6
Market Street Wealth Management Advisors
Indiana
USD 10.6 M +USD 88.4 k +2,154 +0.8%
Five Oceans Advisors
7
Five Oceans Advisors
California
USD 8.87 M +USD 49.6 k +1,208 +0.6%
Leading Edge Financial Planning
8
Leading Edge Financial Planning
Tennessee
USD 7.69 M +USD 1.26 M +30,669 +20%
Austin Wealth Management
9
Austin Wealth Management
Texas
USD 7.36 M +USD 243 k +5,930 +3%
Core Wealth Management
10
Core Wealth Management
Florida
USD 7.19 M +USD 395 k +9,625 +6%
Sensible Financial Planning & Management
11
Sensible Financial Planning & Management
Massachusetts
USD 6.41 M +USD 939 k +22,892 +17%
Geometric Wealth Advisors
12
Geometric Wealth Advisors
District of Columbia
USD 5.89 M +USD 312 k +7,608 +6%
Apella Capital
13
Apella Capital
Connecticut
USD 5.78 M -USD 688 k -16,757 -11%
BetterWealth
14
BetterWealth
California
USD 5.37 M +USD 214 k +5,211 +4%
Physician Wealth Solutions
15
Physician Wealth Solutions
Nevada
USD 4.79 M +USD 1.38 M +33,536 +41%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
USD 4.62 M +USD 868 k +21,159 +23%
IFP Advisors
17
IFP Advisors
Florida
USD 4.56 M +USD 564 k +13,757 +14%
Plan Group Financial
18
Plan Group Financial
Oklahoma
USD 4.28 M +USD 524 k +12,759 +14%
Sterling Financial Planning
19
Sterling Financial Planning
New Jersey
USD 3.94 M +USD 697 k +16,988 +22%
Klingman & Associates
20
Klingman & Associates
New York
USD 3.63 M -USD 525 k -12,784 -13%
Forum Financial Management
21
Forum Financial Management
Illinois
USD 3.59 M -USD 510 k -12,441 -13%
Stratos Investment Management
22
Stratos Investment Management
Ohio
USD 3.57 M +USD 3.55 M +86,427 Nuevas
Altiora Financial Group
23
Altiora Financial Group
Ohio
USD 3.51 M – – –
Root Financial Partners
24
Root Financial Partners
California
USD 3.43 M -USD 2.52 M -61,388 -42%
Level Financial Advisors
25
Level Financial Advisors
New York
USD 3.26 M +USD 1.83 M +44,710 +130%
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