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Dimensional Inflation-Protected Securities ETF
DFIP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Matson Money Inc
1
Matson Money Inc
Ohio
USD 84.2 M +USD 83.7 M +2,051,960 Nuevas
Heirloom Wealth Management
2
Heirloom Wealth Management
Colorado
USD 38.8 M +USD 4.35 M +106,621 +13%
Hill Investment Group Partners
3
Hill Investment Group Partners
Missouri
USD 33.3 M -USD 461 k -11,308 -1%
Planning Center Inc
4
Planning Center Inc
Illinois
USD 30.2 M +USD 30.1 M +738,576 Nuevas
CAM
5
CPA Asset Management
Florida
USD 16.3 M +USD 112 k +2,749 +0.7%
Geometric Wealth Advisors
6
Geometric Wealth Advisors
District of Columbia
USD 15.6 M +USD 9.8 M +238,974 +167%
Larson Financial Group
7
Larson Financial Group
Missouri
USD 13.3 M -USD 1.27 M -31,102 -9%
Rather & Kittrell
8
Rather & Kittrell
Tennessee
USD 12.5 M +USD 1.55 M +37,937 +14%
Market Street Wealth Management Advisors
9
Market Street Wealth Management Advisors
Indiana
USD 10.9 M +USD 448 k +10,968 +4%
Five Oceans Advisors
10
Five Oceans Advisors
California
USD 8.29 M -USD 491 k -12,033 -6%
Austin Wealth Management
11
Austin Wealth Management
Texas
USD 8.23 M +USD 776 k +19,029 +11%
Leading Edge Financial Planning
12
Leading Edge Financial Planning
Tennessee
USD 8.02 M +USD 408 k +10,010 +5%
Core Wealth Management
13
Core Wealth Management
Florida
USD 7.61 M +USD 487 k +11,935 +7%
Stratos Investment Management
14
Stratos Investment Management
Ohio
USD 7.01 M +USD 3.47 M +85,150 +99%
BetterWealth
15
BetterWealth
California
USD 5.94 M +USD 618 k +15,137 +12%
Physician Wealth Solutions
16
Physician Wealth Solutions
Nevada
USD 5.91 M +USD 1.16 M +28,453 +24%
Apella Capital
17
Apella Capital
Connecticut
USD 5.51 M -USD 217 k -5,318 -4%
Sensible Financial Planning & Management
18
Sensible Financial Planning & Management
Massachusetts
USD 5.13 M -USD 1.22 M -29,820 -19%
IFP Advisors
19
IFP Advisors
Florida
USD 4.81 M +USD 302 k +7,402 +7%
Plan Group Financial
20
Plan Group Financial
Oklahoma
USD 4.58 M +USD 336 k +8,232 +8%
Level Financial Advisors
21
Level Financial Advisors
New York
USD 4.57 M +USD 1.34 M +32,768 +41%
Krilogy Financial
22
Krilogy Financial
Missouri
USD 3.6 M +USD 742 k +18,191 +26%
Hemington Wealth Management
23
Hemington Wealth Management
Virginia
USD 3.56 M +USD 395 k +9,674 +12%
Sterling Financial Planning
24
Sterling Financial Planning
New Jersey
USD 3.54 M -USD 361 k -8,850 -9%
Altiora Financial Group
25
Altiora Financial Group
Ohio
USD 3.46 M -USD 18 k -441 -0.5%
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