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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 149 M +USD 8.77 k +211 +0%
Heirloom Wealth Management
2
Heirloom Wealth Management
Colorado
USD 41.1 M -USD 1.77 M -42,480 -4%
Planning Center Inc
3
Planning Center Inc
Illinois
USD 36.3 M +USD 774 k +18,628 +2%
Hill Investment Group Partners
4
Hill Investment Group Partners
Missouri
USD 33.4 M +USD 350 k +8,421 +1%
Hemington Wealth Management
5
Hemington Wealth Management
Virginia
USD 32 M +USD 1.93 M +46,510 +6%
Geometric Wealth Advisors
6
Geometric Wealth Advisors
District of Columbia
USD 20.9 M +USD 35.2 k +848 +0.2%
CAM
7
CPA Asset Management
Florida
USD 18.1 M +USD 412 k +9,912 +2%
Rather & Kittrell
8
Rather & Kittrell
Tennessee
USD 17.5 M -USD 96.8 k -2,329 -0.6%
Pinney & Scofield
9
Pinney & Scofield
Massachusetts
USD 16.7 M -USD 28.4 k -683 -0.2%
Leading Edge Financial Planning
10
Leading Edge Financial Planning
Tennessee
USD 16 M +USD 1.05 M +25,282 +7%
Physician Wealth Solutions
11
Physician Wealth Solutions
Nevada
USD 14.7 M -USD 40.9 k -983 -0.3%
Stratos Investment Management
12
Stratos Investment Management
Ohio
USD 14.6 M +USD 925 k +22,248 +7%
Market Street Wealth Management Advisors
13
Market Street Wealth Management Advisors
Indiana
USD 12.1 M +USD 256 k +6,166 +2%
Austin Wealth Management
14
Austin Wealth Management
Texas
USD 10.9 M +USD 824 k +19,815 +8%
Five Oceans Advisors
15
Five Oceans Advisors
California
USD 10.7 M +USD 363 k +8,738 +4%
Yardley Wealth Management
16
Yardley Wealth Management
Pennsylvania
USD 10.5 M +USD 369 k +8,885 +4%
Fortitude Family Office
17
Fortitude Family Office
Arizona
USD 10.2 M +USD 4.07 M +97,992 +67%
Scratch Capital
18
Scratch Capital
Idaho
USD 9.8 M +USD 1.95 M +47,031 +25%
Core Wealth Management
19
Core Wealth Management
Florida
USD 9.31 M +USD 554 k +13,324 +6%
New Dimensions Wealth Management
20
New Dimensions Wealth Management
Texas
USD 8.44 M +USD 232 k +5,573 +3%
Level Financial Advisors
21
Level Financial Advisors
New York
USD 8.34 M +USD 512 k +12,326 +7%
KFG Wealth Management
22
KFG Wealth Management
Indiana
USD 8.15 M +USD 191 k +4,598 +2%
Larson Financial Group
23
Larson Financial Group
Missouri
USD 7.65 M -USD 2.14 M -51,431 -22%
Sensible Financial Planning & Management
24
Sensible Financial Planning & Management
Massachusetts
USD 7.13 M -USD 617 k -14,843 -8%
Apella Capital
25
Apella Capital
Connecticut
USD 6.98 M +USD 60.8 k +1,462 +0.9%
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