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icono de DFIP

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 142 M +USD 1.02 M +24,817 +0.7%
Heirloom Wealth Management
2
Heirloom Wealth Management
Colorado
USD 42.6 M +USD 2.46 M +59,625 +6%
Hill Investment Group Partners
3
Hill Investment Group Partners
Missouri
USD 32.3 M -USD 198 k -4,799 -0.6%
Planning Center Inc
4
Planning Center Inc
Illinois
USD 30.5 M +USD 402 k +9,736 +1%
Geometric Wealth Advisors
5
Geometric Wealth Advisors
District of Columbia
USD 18.3 M +USD 877 k +21,242 +5%
CAM
6
CPA Asset Management
Florida
USD 17 M +USD 622 k +15,081 +4%
Rather & Kittrell
7
Rather & Kittrell
Tennessee
USD 15.4 M +USD 1.94 M +47,065 +14%
Physician Wealth Solutions
8
Physician Wealth Solutions
Nevada
USD 14.4 M +USD 74.7 k +1,811 +0.5%
Pinney & Scofield
9
Pinney & Scofield
Massachusetts
USD 14.2 M +USD 14.5 M +351,400 Nuevas
Leading Edge Financial Planning
10
Leading Edge Financial Planning
Tennessee
USD 14 M +USD 4.06 M +98,395 +40%
Five Oceans Advisors
11
Five Oceans Advisors
California
USD 13.5 M +USD 5.39 M +130,693 +64%
Stratos Investment Management
12
Stratos Investment Management
Ohio
USD 12.5 M +USD 3.93 M +95,151 +45%
Market Street Wealth Management Advisors
13
Market Street Wealth Management Advisors
Indiana
USD 11.5 M +USD 562 k +13,615 +5%
Yardley Wealth Management
14
Yardley Wealth Management
Pennsylvania
USD 11.1 M +USD 1.57 M +37,990 +16%
Larson Financial Group
15
Larson Financial Group
Missouri
USD 10.6 M -USD 1.73 M -42,000 -14%
Hemington Wealth Management
16
Hemington Wealth Management
Virginia
USD 10.1 M +USD 2.62 M +63,390 +34%
Austin Wealth Management
17
Austin Wealth Management
Texas
USD 9.04 M +USD 482 k +11,691 +6%
Core Wealth Management
18
Core Wealth Management
Florida
USD 8.16 M +USD 630 k +15,269 +8%
KFG Wealth Management
19
KFG Wealth Management
Indiana
USD 7.21 M +USD 3.1 M +75,072 +73%
Sensible Financial Planning & Management
20
Sensible Financial Planning & Management
Massachusetts
USD 7.03 M +USD 1.71 M +41,394 +31%
Level Financial Advisors
21
Level Financial Advisors
New York
USD 6.6 M +USD 1.25 M +30,277 +23%
Scratch Capital
22
Scratch Capital
Idaho
USD 5.96 M +USD 6.08 M +147,217 Nuevas
Apella Capital
23
Apella Capital
Connecticut
USD 5.92 M +USD 534 k +12,928 +10%
David Wealth Management
24
David Wealth Management
Virginia
USD 5.86 M +USD 5.97 M +144,719 Nuevas
Plan Group Financial
25
Plan Group Financial
Oklahoma
USD 4.97 M +USD 107 k +2,592 +2%
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