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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 148 M +USD 59.9 M +1,438,422 +70%
Heirloom Wealth Management
2
Heirloom Wealth Management
Colorado
USD 41.9 M +USD 1.68 M +40,221 +4%
Hill Investment Group Partners
3
Hill Investment Group Partners
Missouri
USD 32.7 M -USD 347 k -8,327 -1%
Planning Center Inc
4
Planning Center Inc
Illinois
USD 31.5 M +USD 241 k +5,788 +0.8%
Geometric Wealth Advisors
5
Geometric Wealth Advisors
District of Columbia
USD 18.2 M +USD 2.01 M +48,155 +13%
CAM
6
CPA Asset Management
Florida
USD 17.2 M +USD 237 k +5,693 +1%
Physician Wealth Solutions
7
Physician Wealth Solutions
Nevada
USD 14.6 M +USD 8.68 M +208,435 +144%
Rather & Kittrell
8
Rather & Kittrell
Tennessee
USD 14.1 M +USD 1.14 M +27,385 +9%
Larson Financial Group
9
Larson Financial Group
Missouri
USD 12.8 M -USD 940 k -22,561 -7%
Market Street Wealth Management Advisors
10
Market Street Wealth Management Advisors
Indiana
USD 11.4 M +USD 96.9 k +2,327 +0.9%
Leading Edge Financial Planning
11
Leading Edge Financial Planning
Tennessee
USD 10.5 M +USD 2.13 M +51,100 +26%
Yardley Wealth Management
12
Yardley Wealth Management
Pennsylvania
USD 10 M +USD 9.8 M +235,514 Nuevas
Stratos Investment Management
13
Stratos Investment Management
Ohio
USD 9 M +USD 1.72 M +41,308 +24%
Austin Wealth Management
14
Austin Wealth Management
Texas
USD 8.88 M +USD 453 k +10,866 +5%
Five Oceans Advisors
15
Five Oceans Advisors
California
USD 8.6 M +USD 15.1 k +362 +0.2%
Hemington Wealth Management
16
Hemington Wealth Management
Virginia
USD 7.63 M +USD 4.08 M +97,924 +112%
Core Wealth Management
17
Core Wealth Management
Florida
USD 7.61 M – – –
BetterWealth
18
BetterWealth
California
USD 6.6 M +USD 441 k +10,573 +7%
Apella Capital
19
Apella Capital
Connecticut
USD 5.65 M -USD 40.5 k -971 -0.7%
Level Financial Advisors
20
Level Financial Advisors
New York
USD 5.61 M +USD 872 k +20,922 +19%
Sensible Financial Planning & Management
21
Sensible Financial Planning & Management
Massachusetts
USD 5.59 M +USD 275 k +6,607 +5%
Plan Group Financial
22
Plan Group Financial
Oklahoma
USD 5.08 M +USD 339 k +8,130 +7%
IFP Advisors
23
IFP Advisors
Florida
USD 4.87 M -USD 108 k -2,602 -2%
Tru Independence Asset Management 2
24
Tru Independence Asset Management 2
Oregon
USD 4.59 M +USD 4.52 M +108,584 Nuevas
KFG Wealth Management
25
KFG Wealth Management
Indiana
USD 4.36 M +USD 4.01 M +96,211 +1,408%
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