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Dimensional Inflation-Protected Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$1.16M +$22.3K +533 +2%
MWM
77
Modera Wealth Management
New Jersey
$1.14M +$624K +14,900 +116%
KA
78
Klingman & Associates
New York
$1.1M
AF
79
Allworth Financial
California
$1.06M -$14K -335 -1%
CAM
80
CPA Asset Management
Florida
$1.03M -$5.13M -122,527 -83%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$1.02M +$14.6K +348 +1%
KCWM
82
Kane Co Wealth Management
Iowa
$923K +$319K +7,621 +52%
TRCT
83
Tower Research Capital (TRC)
New York
$884K +$897K +21,421 New
PGF
84
Plan Group Financial
Oklahoma
$847K -$165K -3,943 -16%
SF
85
SeedSafe Financial
Texas
$809K -$12.6K -302 -2%
EP
86
Essential Planning
New Hampshire
$791K +$192K +4,591 +32%
CMP
87
Coston McIsaac & Partners
Maine
$784K +$103K +2,456 +15%
MWM
88
Meritas Wealth Management
California
$764K +$461K +11,004 +146%
FG
89
Foster Group
Iowa
$746K
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$698K -$1.3M -31,078 -65%
APC
91
Aspire Private Capital
North Carolina
$691K +$217K +5,190 +45%
VH
92
Visionary Horizons
Tennessee
$672K +$10.3K +245 +2%
NWM
93
Northwest Wealth Management
Iowa
$671K -$10.1K -241 -1%
Citigroup
94
Citigroup
New York
$642K +$98.9K +2,361 +18%
GA
95
Greenspring Advisors
Maryland
$628K -$51.1K -1,220 -7%
CW
96
Curio Wealth
Maryland
$594K -$9.51K -227 -2%
FWP
97
Firethorn Wealth Partners
Georgia
$564K -$7.91K -189 -1%
DFP
98
Donalies Financial Planning
District of Columbia
$544K +$24.3K +581 +5%
LIA
99
Lynx Investment Advisory
District of Columbia
$538K +$184K +4,394 +51%
CA
100
Clune & Associates
Illinois
$538K +$159K +3,796 +41%