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Dimensional Inflation-Protected Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCG
51
Financial Connections Group
California
$290K +$10.4K +251 +4%
RF
52
Resolute Financial
Massachusetts
$259K -$178K -4,309 -41%
SIAG
53
Safeguard Investment Advisory Group
California
$245K -$24.5K -593 -9%
EWA
54
Exencial Wealth Advisors
Oklahoma
$244K +$245K +5,937 New
PFO
55
Pathstone Family Office
New Jersey
$235K
RCAG
56
Rehmann Capital Advisory Group
Michigan
$222K -$62K -1,500 -22%
IA
57
IFP Advisors
Florida
$189K -$413 -10 -0.3%
PFM
58
Phillips Financial Management
Indiana
$184K
MFG
59
Mendota Financial Group
Wisconsin
$162K +$163K +3,934 New
AF
60
Advisornet Financial
Minnesota
$129K -$405K -9,801 -76%
LG
61
LAM Group
Oregon
$80.5K +$80.8K +1,955 New
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$71K +$71.8K +1,739 New
ASN
63
Advisory Services Network
Georgia
$50.3K +$50.4K +1,221 New
AWM
64
Align Wealth Management
Oklahoma
$23.6K +$24K +580 New
NSIM
65
North Star Investment Management
Illinois
$21.6K +$207 +5 +1%
BAM
66
Baldrige Asset Management
Pennsylvania
$15K
Qube Research & Technologies (QRT)
67
Qube Research & Technologies (QRT)
United Kingdom
$10.1K
MCC
68
Money Concepts Capital
Florida
$906 +$909 +22 New
HI
69
Harbour Investments
Wisconsin
$864
CAS
70
Coppell Advisory Solutions
Texas
$494 +$496 +12 New
CASC
71
Coppell Advisory Solutions Corp
Texas
$494 +$496 +12 New
LSPW
72
Lake Street Private Wealth
Illinois
-$2.31M -56,781 Closed
FTUS
73
Flow Traders U.S.
New York
-$1.72M -42,282 Closed
UBS Group
74
UBS Group
Switzerland
-$430K -10,581 Closed
HFA
75
Highland Financial Advisors
New Jersey
-$419K -10,304 Closed