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Dimensional Inflation-Protected Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
26
Sterling Financial Planning
New Jersey
$7.12M +$672K +16,057 +10%
FFM
27
Forum Financial Management
Illinois
$6.82M -$29.5K -704 -0.4%
VF
28
Vestment Financial
Minnesota
$6.69M +$177K +4,224 +3%
CAM
29
CPA Asset Management
Florida
$6.15M -$754K -18,007 -11%
KF
30
Krilogy Financial
Missouri
$6.07M +$249K +5,948 +4%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$5.71M -$55.1K -1,315 -1%
FF
32
Foundry Financial
California
$4.98M +$2.47M +59,106 +98%
Goldman Sachs
33
Goldman Sachs
New York
$4.92M +$214K +5,107 +5%
BWA
34
BCU Wealth Advisors
Illinois
$4.84M +$130K +3,097 +3%
HNWA
35
Henrickson Nauta Wealth Advisors
Michigan
$4.6M -$3.08M -73,618 -40%
AFC
36
Ares Financial Consulting
California
$4.36M +$220K +5,258 +5%
MWM
37
McCartney Wealth Management
Missouri
$4.17M +$65.4K +1,563 +2%
PWIA
38
Porter White Investment Advisors
Alabama
$3.93M +$205K +4,885 +5%
GSF
39
Grove Street Fiduciary
New Hampshire
$3.89M -$68.6K -1,638 -2%
LFG
40
Larson Financial Group
Missouri
$3.6M -$1.38M -33,054 -28%
FFA
41
Farther Finance Advisors
California
$3.57M +$936K +22,363 +35%
AC
42
AWM Capital
Arizona
$3.5M -$44K -1,051 -1%
E
43
EntreWealth
Texas
$3.39M +$255K +6,080 +8%
PAS
44
Park Avenue Securities
New York
$3.29M -$205K -4,897 -6%
AFG
45
Altiora Financial Group
Ohio
$3.28M
AssetMark Inc
46
AssetMark Inc
California
$2.95M -$61.3K -1,465 -2%
BJB
47
Broadhurst Jeffrey B
$2.75M +$73K +1,744 +3%
BRIA
48
Balanced Rock Investment Advisors
Massachusetts
$2.57M +$84.2K +2,010 +3%
CSB
49
City State Bank
Iowa
$2.53M +$928K +22,167 +58%
CIAS
50
CFS Investment Advisory Services
New Jersey
$2.39M +$110K +2,635 +5%