¡Ya estamos en ! Descubre más
icono de DFIP

Dimensional Inflation-Protected Securities ETF

Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Matson Money Inc
1
Matson Money Inc
Ohio
USD 151 M +USD 8.92 k +212 +0%
Heirloom Wealth Management
2
Heirloom Wealth Management
Colorado
USD 45 M +USD 3.46 M +82,312 +8%
Hemington Wealth Management
3
Hemington Wealth Management
Virginia
USD 38.5 M +USD 6.18 M +146,941 +19%
Planning Center Inc
4
Planning Center Inc
Illinois
USD 37.9 M +USD 1.25 M +29,748 +3%
Hill Investment Group Partners
5
Hill Investment Group Partners
Missouri
USD 33.8 M +USD 79.3 k +1,885 +0.2%
Geometric Wealth Advisors
6
Geometric Wealth Advisors
District of Columbia
USD 22 M +USD 943 k +22,410 +4%
Insight Wealth Strategies
7
Insight Wealth Strategies
California
USD 19 M +USD 18.9 M +449,081 Nuevas
Rather & Kittrell
8
Rather & Kittrell
Tennessee
USD 18.8 M +USD 1.14 M +27,029 +6%
Pinney & Scofield
9
Pinney & Scofield
Massachusetts
USD 18.7 M +USD 1.78 M +42,304 +11%
Leading Edge Financial Planning
10
Leading Edge Financial Planning
Tennessee
USD 17.9 M +USD 1.77 M +42,045 +11%
Stratos Investment Management
11
Stratos Investment Management
Ohio
USD 17.9 M +USD 3.13 M +74,389 +21%
Physician Wealth Solutions
12
Physician Wealth Solutions
Nevada
USD 15.7 M +USD 861 k +20,450 +6%
CAM
13
CPA Asset Management
Florida
USD 15.2 M -USD 3.06 M -72,735 -17%
Market Street Wealth Management Advisors
14
Market Street Wealth Management Advisors
Indiana
USD 12.6 M +USD 349 k +8,284 +3%
Level Financial Advisors
15
Level Financial Advisors
New York
USD 12 M +USD 3.58 M +85,143 +43%
Fortitude Family Office
16
Fortitude Family Office
Arizona
USD 12 M +USD 1.71 M +40,604 +17%
Austin Wealth Management
17
Austin Wealth Management
Texas
USD 11.2 M +USD 94.5 k +2,246 +0.9%
Five Oceans Advisors
18
Five Oceans Advisors
California
USD 10.7 M -USD 25.3 k -601 -0.2%
Scratch Capital
19
Scratch Capital
Idaho
USD 10.6 M +USD 718 k +17,064 +7%
Forum Financial Management
20
Forum Financial Management
Illinois
USD 10.1 M +USD 6.61 M +157,075 +189%
Yardley Wealth Management
21
Yardley Wealth Management
Pennsylvania
USD 10.1 M -USD 495 k -11,758 -5%
Core Wealth Management
22
Core Wealth Management
Florida
USD 9.8 M +USD 352 k +8,365 +4%
Monograph Wealth Advisors
23
Monograph Wealth Advisors
California
USD 9.3 M +USD 3.53 M +83,842 +61%
New Dimensions Wealth Management
24
New Dimensions Wealth Management
Texas
USD 9.1 M +USD 559 k +13,276 +7%
KFG Wealth Management
25
KFG Wealth Management
Indiana
USD 9.08 M +USD 840 k +19,946 +10%