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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
$2833万 +$313万 +76,839 +12%
Rather & Kittrell
2
Rather & Kittrell
Tennessee
$1859万 +$120万 +29,550 +7%
CAM
3
CPA Asset Management
Florida
$1627万 +$7.08万 +1,736 +0.4%
Larson Financial Group
4
Larson Financial Group
Missouri
$1464万 +$133万 +32,724 +10%
Strategic Investment Solutions
5
Strategic Investment Solutions
Illinois
$1144万 +$1127万 +276,398 +6,473%
Leading Edge Financial Planning
6
Leading Edge Financial Planning
Tennessee
$985万 -$87.6万 -21,497 -8%
Five Oceans Advisors
7
Five Oceans Advisors
California
$840万 -$4.25万 -1,042 -0.5%
Market Street Wealth Management Advisors
8
Market Street Wealth Management Advisors
Indiana
$797万 +$770万 +188,823 +1,639%
Klingman & Associates
9
Klingman & Associates
New York
$665万 -$59.1万 -14,500 -8%
Core Wealth Management
10
Core Wealth Management
Florida
$646万 +$23.7万 +5,807 +4%
Austin Wealth Management
11
Austin Wealth Management
Texas
$637万 +$651万 +159,635 新規
Plan Group Financial
12
Plan Group Financial
Oklahoma
$587万 +$277万 +68,009 +86%
BetterWealth
13
BetterWealth
California
$494万 +$21.3万 +5,224 +4%
Root Financial Partners
14
Root Financial Partners
California
$404万 +$65.6万 +16,090 +19%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$341万 +$350万 +85,817 新規
Forum Financial Management
16
Forum Financial Management
Illinois
$320万 -$32.8万 -8,057 -9%
Willow Creek Wealth Management
17
Willow Creek Wealth Management
California
$255万 +$116万 +28,449 +80%
AFS
18
Annapolis Financial Services
Maryland
$249万 +$108万 +26,518 +73%
Krilogy Financial
19
Krilogy Financial
Missouri
$236万 +$5.82万 +1,427 +2%
IFP Advisors
20
IFP Advisors
Florida
$233万 +$48.9万 +11,985 +26%
Alpha Financial Advisors
21
Alpha Financial Advisors
North Carolina
$220万 -$1.24万 -305 -0.5%
Sterling Financial Planning
22
Sterling Financial Planning
New Jersey
$215万 +$12.8万 +3,137 +6%
Sensible Financial Planning & Management
23
Sensible Financial Planning & Management
Massachusetts
$204万 -$210万 -51,525 -50%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$185万 +$11.7万 +2,877 +7%
CFS Investment Advisory Services
25
CFS Investment Advisory Services
New Jersey
$178万 +$5.21万 +1,279 +3%