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Dimensional Inflation-Protected Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
76
Allworth Financial
California
$1.09M +$13.4K +318 +1%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$1.05M +$1.07M +25,391 New
PWMG
78
Pioneer Wealth Management Group
Texas
$1.05M +$1.06M +25,279 New
CB
79
Centennial Bank
Arkansas
$1.04M +$55.2K +1,313 +6%
XPN
80
XY Planning Network
Montana
$1.02M +$215K +5,111 +26%
LPL Financial
81
LPL Financial
California
$1M +$293K +6,962 +41%
Jane Street
82
Jane Street
New York
$883K +$254K +6,029 +40%
SF
83
SeedSafe Financial
Texas
$828K +$838K +19,915 New
FG
84
Foster Group
Iowa
$752K
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$738K +$726K +17,262 +3,501%
CMP
86
Coston McIsaac & Partners
Maine
$716K +$420K +9,987 +137%
NWM
87
Northwest Wealth Management
Iowa
$691K -$122K -2,909 -15%
GA
88
Greenspring Advisors
Maryland
$666K +$675K +16,032 New
SCM
89
Saxony Capital Management
Missouri
$658K -$1.95M -46,317 -75%
AC
90
Applied Capital
Arkansas
$636K +$3.37K +80 +0.5%
CW
91
Curio Wealth
Maryland
$623K -$92.7K -2,203 -13%
VH
92
Visionary Horizons
Tennessee
$596K -$37.4K -890 -6%
FWP
93
Firethorn Wealth Partners
Georgia
$588K -$3.96K -94 -0.7%
FIA
94
Foundations Investment Advisors
Arizona
$560K +$62.6K +1,487 +12%
APC
95
Aspire Private Capital
North Carolina
$544K +$30K +714 +6%
MWM
96
Modera Wealth Management
New Jersey
$533K
DFP
97
Donalies Financial Planning
District of Columbia
$532K +$539K +12,812 New
TIAM2
98
Tru Independence Asset Management 2
Oregon
$506K -$76.1K -1,808 -13%
VAS
99
Vestmark Advisory Solutions
Massachusetts
$492K +$94.8K +2,252 +23%
RFP
100
Root Financial Partners
California
$489K -$123K -2,923 -20%