で公開中です! 詳しく見る
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
$2625万 +$208万 +49,374 +8%
Rather & Kittrell
2
Rather & Kittrell
Tennessee
$1809万 +$60万 +14,242 +3%
CAM
3
CPA Asset Management
Florida
$1683万 +$76.7万 +18,190 +5%
Larson Financial Group
4
Larson Financial Group
Missouri
$1385万 +$210万 +49,879 +17%
Leading Edge Financial Planning
5
Leading Edge Financial Planning
Tennessee
$1112万 +$209万 +49,570 +23%
Five Oceans Advisors
6
Five Oceans Advisors
California
$876万 -$590 -14 -0%
Klingman & Associates
7
Klingman & Associates
New York
$750万 -$5.06万 -1,200 -0.7%
Core Wealth Management
8
Core Wealth Management
Florida
$647万 +$13.2万 +3,126 +2%
BetterWealth
9
BetterWealth
California
$492万 +$1.9万 +450 +0.4%
Sensible Financial Planning & Management
10
Sensible Financial Planning & Management
Massachusetts
$425万 +$145万 +34,512 +50%
Forum Financial Management
11
Forum Financial Management
Illinois
$365万 +$21.8万 +5,172 +6%
Root Financial Partners
12
Root Financial Partners
California
$353万 +$109万 +25,818 +43%
Plan Group Financial
13
Plan Group Financial
Oklahoma
$328万 +$335万 +79,541 新規
Krilogy Financial
14
Krilogy Financial
Missouri
$239万 +$23万 +5,463 +10%
Alpha Financial Advisors
15
Alpha Financial Advisors
North Carolina
$230万 +$28.5万 +6,772 +14%
Samalin Investment Counsel
16
Samalin Investment Counsel
New York
$225万 -$16.9万 -4,008 -7%
Sterling Financial Planning
17
Sterling Financial Planning
New Jersey
$210万 +$30.3万 +7,189 +16%
IFP Advisors
18
IFP Advisors
Florida
$192万 +$69.7万 +16,544 +55%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$180万 +$125万 +29,610 +212%
CFS Investment Advisory Services
20
CFS Investment Advisory Services
New Jersey
$179万 +$1.93万 +459 +1%
Northwest Wealth Management
21
Northwest Wealth Management
Iowa
$167万 -$14.2万 -3,369 -8%
AFS
22
Annapolis Financial Services
Maryland
$149万 +$22.8万 +5,399 +18%
Willow Creek Wealth Management
23
Willow Creek Wealth Management
California
$147万 +$7.22万 +1,714 +5%
Total Wealth Planning
24
Total Wealth Planning
Ohio
$145万 -$2.51万 -595 -2%
Bridge Advisory
25
Bridge Advisory
California
$142万 +$4,215 +100 +0.3%