We are live on ! Find out more
DFIP icon

Dimensional Inflation-Protected Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
26
Hemington Wealth Management
Virginia
$3.14M +$3.05M +76,103 New
AFS
27
Annapolis Financial Services
Maryland
$2.81M +$211K +5,261 +8%
KF
28
Krilogy Financial
Missouri
$2.73M +$272K +6,778 +11%
AC
29
AWM Capital
Arizona
$2.3M +$520K +12,951 +30%
SCM
30
Saxony Capital Management
Missouri
$2.09M +$2.03M +50,596 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.98M +$60.5K +1,507 +3%
CIAS
32
CFS Investment Advisory Services
New Jersey
$1.93M +$80.1K +1,996 +4%
SIG
33
Spinnaker Investment Group
California
$1.81M +$496K +12,346 +39%
SIC
34
Samalin Investment Counsel
New York
$1.8M -$38.6K -961 -2%
NA
35
NewEdge Advisors
Louisiana
$1.51M +$1.48M +36,851 New
PWM
36
PBMares Wealth Management
Virginia
$1.42M -$35.2K -878 -2%
LFA
37
Level Financial Advisors
New York
$1.42M +$667K +16,612 +94%
SAG
38
SageView Advisory Group
California
$1.42M -$1.37M -34,189 Closed
MHB
39
Midwest Heritage Bank
Iowa
$1.42M -$36.5K -909 -3%
NWM
40
Northwest Wealth Management
Iowa
$1.39M -$103K -2,574 -7%
SC
41
Shearwater Capital
Colorado
$1.35M +$274K +6,838 +26%
WCWM
42
Willow Creek Wealth Management
California
$1.35M -$1.26M -31,310 -49%
BWA
43
BCU Wealth Advisors
Illinois
$1.3M +$1.26M +31,457 New
HNWA
44
Henrickson Nauta Wealth Advisors
Michigan
$1.14M +$138K +3,426 +14%
TWP
45
Total Wealth Planning
Ohio
$1.14M -$295K -7,342 -21%
FWP
46
Firethorn Wealth Partners
Georgia
$1.11M -$243K -6,061 -18%
EWA
47
Exencial Wealth Advisors
Oklahoma
$1.05M +$535K +13,317 +109%
NL
48
NWAM LLC
Washington
$995K +$16.4K +409 +2%
TAM
49
TCP Asset Management
Ohio
$863K +$35.3K +879 +4%
AWM
50
Axxcess Wealth Management
California
$708K +$689K +17,158 New