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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 151 M +USD 2.39 M +57,925 +2%
Heirloom Wealth Management
2
Heirloom Wealth Management
Colorado
USD 43.2 M -USD 1.04 M -25,102 -2%
Planning Center Inc
3
Planning Center Inc
Illinois
USD 35.8 M +USD 3.95 M +95,866 +13%
Hill Investment Group Partners
4
Hill Investment Group Partners
Missouri
USD 33.3 M -USD 342 k -8,299 -1%
Hemington Wealth Management
5
Hemington Wealth Management
Virginia
USD 30.3 M +USD 19.4 M +470,949 +190%
Geometric Wealth Advisors
6
Geometric Wealth Advisors
District of Columbia
USD 21 M +USD 1.93 M +46,864 +10%
CAM
7
CPA Asset Management
Florida
USD 17.8 M +USD 48.1 k +1,167 +0.3%
Rather & Kittrell
8
Rather & Kittrell
Tennessee
USD 17.7 M +USD 1.65 M +40,087 +11%
Pinney & Scofield
9
Pinney & Scofield
Massachusetts
USD 16.9 M +USD 2.05 M +49,586 +14%
Leading Edge Financial Planning
10
Leading Edge Financial Planning
Tennessee
USD 15 M +USD 466 k +11,304 +3%
Physician Wealth Solutions
11
Physician Wealth Solutions
Nevada
USD 14.8 M -USD 144 k -3,496 -1%
Stratos Investment Management
12
Stratos Investment Management
Ohio
USD 13.8 M +USD 782 k +18,958 +6%
Market Street Wealth Management Advisors
13
Market Street Wealth Management Advisors
Indiana
USD 12 M +USD 37.2 k +902 +0.3%
Five Oceans Advisors
14
Five Oceans Advisors
California
USD 10.4 M -USD 3.63 M -87,876 -26%
Yardley Wealth Management
15
Yardley Wealth Management
Pennsylvania
USD 10.2 M -USD 1.32 M -32,103 -12%
Austin Wealth Management
16
Austin Wealth Management
Texas
USD 10.1 M +USD 801 k +19,406 +9%
Larson Financial Group
17
Larson Financial Group
Missouri
USD 9.9 M -USD 1.1 M -26,695 -10%
Core Wealth Management
18
Core Wealth Management
Florida
USD 8.82 M +USD 323 k +7,837 +4%
New Dimensions Wealth Management
19
New Dimensions Wealth Management
Texas
USD 8.28 M +USD 8.11 M +196,631 Nuevas
KFG Wealth Management
20
KFG Wealth Management
Indiana
USD 8.02 M +USD 505 k +12,239 +7%
Scratch Capital
21
Scratch Capital
Idaho
USD 7.91 M +USD 1.68 M +40,652 +28%
Level Financial Advisors
22
Level Financial Advisors
New York
USD 7.89 M +USD 999 k +24,226 +15%
Sensible Financial Planning & Management
23
Sensible Financial Planning & Management
Massachusetts
USD 7.8 M +USD 482 k +11,691 +7%
Apella Capital
24
Apella Capital
Connecticut
USD 6.9 M +USD 817 k +19,796 +14%
Fortitude Family Office
25
Fortitude Family Office
Arizona
USD 6.15 M +USD 1.7 M +41,124 +39%
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