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Dimensional Inflation-Protected Securities ETF
DFIP

Name Holding Trade Value Shares
Change 		Change in
Stake
MMI
1
Matson Money Inc
Ohio
$170M +$9.08M +216,758 +6%
BPA
2
Beacon Pointe Advisors
California
$48.8M +$1.99M +47,488 +4%
PCI
3
Planning Center Inc
Illinois
$44.8M +$1.12M +26,743 +3%
HIGP
4
Hill Investment Group Partners
Missouri
$31.7M -$908K -21,688 -3%
PS
5
Pinney & Scofield
Massachusetts
$25.4M +$2.12M +50,670 +9%
RK
6
Rather & Kittrell
Tennessee
$24.2M +$2.23M +53,164 +10%
LEFP
7
Leading Edge Financial Planning
Tennessee
$24M +$2.75M +65,560 +13%
FFO
8
Fortitude Family Office
Arizona
$22.4M +$1.66M +39,667 +8%
GWA
9
Geometric Wealth Advisors
District of Columbia
$21.9M +$815K +19,452 +4%
SIM
10
Stratos Investment Management
Ohio
$20.2M +$1.02M +24,255 +5%
PWS
11
Physician Wealth Solutions
Nevada
$19.1M +$1.46M +34,812 +8%
LFA
12
Level Financial Advisors
New York
$15M +$838K +20,014 +6%
SC
13
Scratch Capital
Idaho
$14.4M +$46.7K +1,116 +0.3%
CWM
14
Core Wealth Management
Florida
$13M +$2.58M +61,607 +24%
YWM
15
Yardley Wealth Management
Pennsylvania
$13M +$1.13M +26,935 +9%
MSWMA
16
Market Street Wealth Management Advisors
Indiana
$12.8M +$211K +5,044 +2%
KWM
17
KFG Wealth Management
Indiana
$10.9M +$413K +9,858 +4%
SC
18
Savant Capital
Illinois
$10.9M +$993K +23,705 +10%
NDWM
19
New Dimensions Wealth Management
Texas
$10.6M +$899K +21,466 +9%
FOA
20
Five Oceans Advisors
California
$10.5M – – –
MWA
21
Monograph Wealth Advisors
California
$9.78M +$159K +3,788 +2%
AC
22
Apella Capital
Connecticut
$9.6M +$235K +5,614 +2%
FPI
23
Financial Plan Inc
Washington
$9.54M +$1.59M +37,903 +20%
HWM
24
Heirloom Wealth Management
Colorado
$7.79M -$144K -3,440 -2%
AWM
25
Austin Wealth Management
Texas
$7.48M +$74K +1,766 +1%
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