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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 155 M +USD 6.82 M +162,052 +5%
Beacon Pointe Advisors
2
Beacon Pointe Advisors
California
USD 47.1 M +USD 47 M +1,116,586 +6,458%
Heirloom Wealth Management
3
Heirloom Wealth Management
Colorado
USD 45.5 M +USD 1.28 M +30,351 +3%
Planning Center Inc
4
Planning Center Inc
Illinois
USD 42.2 M +USD 4.98 M +118,283 +13%
Hill Investment Group Partners
5
Hill Investment Group Partners
Missouri
USD 33.4 M +USD 110 k +2,618 +0.3%
Geometric Wealth Advisors
6
Geometric Wealth Advisors
District of Columbia
USD 21.9 M +USD 197 k +4,687 +0.9%
Pinney & Scofield
7
Pinney & Scofield
Massachusetts
USD 21.6 M +USD 3.28 M +77,837 +18%
Rather & Kittrell
8
Rather & Kittrell
Tennessee
USD 21 M +USD 2.57 M +61,107 +14%
Leading Edge Financial Planning
9
Leading Edge Financial Planning
Tennessee
USD 19.8 M +USD 2.15 M +51,065 +12%
Stratos Investment Management
10
Stratos Investment Management
Ohio
USD 18.5 M +USD 932 k +22,148 +5%
Fortitude Family Office
11
Fortitude Family Office
Arizona
USD 17.8 M +USD 6.06 M +143,923 +51%
Physician Wealth Solutions
12
Physician Wealth Solutions
Nevada
USD 16.3 M +USD 949 k +22,561 +6%
Level Financial Advisors
13
Level Financial Advisors
New York
USD 13.3 M +USD 1.49 M +35,340 +12%
Scratch Capital
14
Scratch Capital
Idaho
USD 13.2 M +USD 2.8 M +66,531 +26%
Market Street Wealth Management Advisors
15
Market Street Wealth Management Advisors
Indiana
USD 12.5 M +USD 111 k +2,642 +0.9%
Austin Wealth Management
16
Austin Wealth Management
Texas
USD 11.3 M +USD 385 k +9,148 +3%
Yardley Wealth Management
17
Yardley Wealth Management
Pennsylvania
USD 11.2 M +USD 1.33 M +31,495 +13%
Five Oceans Advisors
18
Five Oceans Advisors
California
USD 10.6 M +USD 4.84 k +115 +0%
Savant Capital
19
Savant Capital
Illinois
USD 10 M +USD 10.1 M +241,114 Nuevas
Core Wealth Management
20
Core Wealth Management
Florida
USD 10 M +USD 404 k +9,592 +4%
KFG Wealth Management
21
KFG Wealth Management
Indiana
USD 9.6 M +USD 707 k +16,800 +8%
New Dimensions Wealth Management
22
New Dimensions Wealth Management
Texas
USD 9.43 M +USD 480 k +11,416 +5%
Monograph Wealth Advisors
23
Monograph Wealth Advisors
California
USD 9.31 M +USD 163 k +3,866 +2%
Apella Capital
24
Apella Capital
Connecticut
USD 7.84 M +USD 634 k +15,075 +9%
Henrickson Nauta Wealth Advisors
25
Henrickson Nauta Wealth Advisors
Michigan
USD 7.65 M +USD 4.67 M +111,105 +153%
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