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DFIPのアイコン

Dimensional Inflation-Protected Securities ETF

名前 保有額 取引額 株数
増減
保有比率の
変化
Hill Investment Group Partners
1
Hill Investment Group Partners
Missouri
$2510万 +$457万 +109,256 +23%
Rather & Kittrell
2
Rather & Kittrell
Tennessee
$1815万 +$150万 +35,777 +9%
CAM
3
CPA Asset Management
Florida
$1667万 +$24.5万 +5,857 +2%
Larson Financial Group
4
Larson Financial Group
Missouri
$1223万 +$225万 +53,786 +23%
Leading Edge Financial Planning
5
Leading Edge Financial Planning
Tennessee
$940万 +$214万 +51,196 +30%
Five Oceans Advisors
6
Five Oceans Advisors
California
$909万 – – –
Klingman & Associates
7
Klingman & Associates
New York
$783万 +$19.5万 +4,667 +3%
Core Wealth Management
8
Core Wealth Management
Florida
$657万 +$2.33万 +557 +0.4%
BetterWealth
9
BetterWealth
California
$508万 +$13.4万 +3,190 +3%
Forum Financial Management
10
Forum Financial Management
Illinois
$356万 +$40.8万 +9,755 +13%
Sensible Financial Planning & Management
11
Sensible Financial Planning & Management
Massachusetts
$293万 -$36.1万 -8,633 -11%
Root Financial Partners
12
Root Financial Partners
California
$255万 +$250万 +59,632 新規
Samalin Investment Counsel
13
Samalin Investment Counsel
New York
$250万 +$32.1万 +7,676 +15%
Krilogy Financial
14
Krilogy Financial
Missouri
$224万 +$82.6万 +19,744 +61%
Alpha Financial Advisors
15
Alpha Financial Advisors
North Carolina
$210万 +$26.7万 +6,373 +15%
Citadel Advisors
16
Citadel Advisors
Florida
$207万 +$127万 +30,239 +166%
Northwest Wealth Management
17
Northwest Wealth Management
Iowa
$188万 -$29.9万 -7,149 -14%
Sterling Financial Planning
18
Sterling Financial Planning
New Jersey
$187万 +$87.4万 +20,885 +92%
CFS Investment Advisory Services
19
CFS Investment Advisory Services
New Jersey
$184万 +$10.8万 +2,571 +6%
Drive Wealth Management
20
Drive Wealth Management
Utah
$179万 +$3,809 +91 +0.2%
Total Wealth Planning
21
Total Wealth Planning
Ohio
$153万 -$4.25万 -1,016 -3%
IFP Advisors
22
IFP Advisors
Florida
$150万 +$110万 +26,190 +695%
Bridge Advisory
23
Bridge Advisory
California
$147万 -$8.88万 -2,122 -6%
Willow Creek Wealth Management
24
Willow Creek Wealth Management
California
$145万 +$21.4万 +5,102 +18%
SageView Advisory Group
25
SageView Advisory Group
California
$142万 +$2.69万 +643 +2%