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Dimensional Inflation-Protected Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
76
Klingman & Associates
New York
$1.11M -$10.4K -248 -0.9%
AF
77
Allworth Financial
California
$1.09M -$5.11K -122 -0.5%
PGF
78
Plan Group Financial
Oklahoma
$1.02M -$669K -15,971 -39%
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$1.02M -$251K -5,998 -20%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$997K +$257K +6,149 +35%
SF
81
SeedSafe Financial
Texas
$831K
FG
82
Foster Group
Iowa
$755K
CMP
83
Coston McIsaac & Partners
Maine
$691K -$28.7K -686 -4%
NWM
84
Northwest Wealth Management
Iowa
$689K -$4.98K -119 -0.7%
GA
85
Greenspring Advisors
Maryland
$686K +$17.6K +420 +3%
VH
86
Visionary Horizons
Tennessee
$670K +$71.3K +1,703 +12%
KCWM
87
Kane Co Wealth Management
Iowa
$615K +$174K +4,162 +39%
CW
88
Curio Wealth
Maryland
$610K -$14.3K -341 -2%
EP
89
Essential Planning
New Hampshire
$608K +$267K +6,371 +78%
FWP
90
Firethorn Wealth Partners
Georgia
$578K -$12.1K -290 -2%
Citigroup
91
Citigroup
New York
$550K +$157K +3,744 +40%
SCM
92
Saxony Capital Management
Missouri
$545K -$115K -2,754 -17%
MWM
93
Modera Wealth Management
New Jersey
$535K
DFP
94
Donalies Financial Planning
District of Columbia
$526K -$8.54K -204 -2%
TIAM2
95
Tru Independence Asset Management 2
Oregon
$508K
VAS
96
Vestmark Advisory Solutions
Massachusetts
$506K +$11.6K +278 +2%
APC
97
Aspire Private Capital
North Carolina
$482K -$64.4K -1,538 -12%
FIA
98
Foundations Investment Advisors
Arizona
$465K -$97.3K -2,325 -17%
HWM
99
HFG Wealth Management
Texas
$448K +$4.14K +99 +0.9%
RFP
100
Root Financial Partners
California
$447K -$43.9K -1,049 -9%