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Dimensional Inflation-Protected Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
76
Meredith Wealth Planning
Illinois
$227K +$739 +18 +0.3%
KWM
77
KFG Wealth Management
Indiana
$227K +$226K +5,502 New
LPL Financial
78
LPL Financial
California
$203K -$19.8K -482 -9%
EP Wealth Advisors
79
EP Wealth Advisors
California
$176K -$24.6K -599 -12%
Osaic Holdings
80
Osaic Holdings
Arizona
$142K -$42.9K -1,046 -23%
JP Morgan Chase
81
JP Morgan Chase
New York
$130K -$97.2K -2,369 -43%
Principal Securities
82
Principal Securities
Iowa
$120K – – –
TIM
83
Tortoise Investment Management
New York
$114K -$113K -2,750 -50%
UBS Group
84
UBS Group
Switzerland
$80.1K -$2.71K -66 -3%
EWA
85
Elevate Wealth Advisory
Georgia
$79.2K -$123K -3,009 -61%
Mather Group
86
Mather Group
Illinois
$65.4K +$65K +1,585 New
Spire Wealth Management
87
Spire Wealth Management
Virginia
$64.3K +$64K +1,559 New
PO
88
Private Ocean
California
$35.1K +$34.9K +851 New
APC
89
Aspire Private Capital
North Carolina
$22.5K +$4.96K +121 +29%
Smartleaf Asset Management
90
Smartleaf Asset Management
Massachusetts
$17.6K +$17.6K +428 New
OCM
91
Orion Capital Management
California
$12.7K – – –
Qube Research & Technologies (QRT)
92
Qube Research & Technologies (QRT)
United Kingdom
$10.1K – – –
SIC
93
SJS Investment Consulting
Ohio
$6.89K +$6.85K +167 New
Harbour Investments
94
Harbour Investments
Wisconsin
$866 – – –
Gradient Investments
95
Gradient Investments
Minnesota
$3 – – –
Jane Street
96
Jane Street
New York
– -$3.26M -78,998 Closed
Focus Partners Advisor Solutions
97
Focus Partners Advisor Solutions
Missouri
– -$221K -5,350 Closed
MWM
98
Mattern Wealth Management
Kansas
– -$212K -5,131 Closed
Morgan Stanley
99
Morgan Stanley
New York
– -$22.5K -546 Closed
AF
100
Advisornet Financial
Minnesota
– -$11.4K -275 Closed