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Dimensional Inflation-Protected Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
101
Raymond James Financial
Florida
$537K +$286K +6,840 +111%
Vestmark Advisory Solutions
102
Vestmark Advisory Solutions
Massachusetts
$500K – – –
Kestra Advisory Services
103
Kestra Advisory Services
Texas
$451K +$77.5K +1,850 +20%
Foundations Investment Advisors
104
Foundations Investment Advisors
Arizona
$450K -$10.3K -246 -2%
NewEdge Advisors
105
NewEdge Advisors
Louisiana
$446K +$406K +9,704 +885%
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$432K +$3.14K +75 +0.7%
GJIA
107
Glass Jacobson Investment Advisors
Maryland
$431K +$8.29K +198 +2%
NA
108
Note Advisors
New York
$423K – – –
Jones Financial Companies
109
Jones Financial Companies
Missouri
$422K +$50.2K +1,198 +13%
SA
110
Stewardship Advisors
Pennsylvania
$421K +$16.1K +384 +4%
I
111
INVST
Indiana
$415K +$181K +4,322 +75%
Envestnet Portfolio Solutions
112
Envestnet Portfolio Solutions
Illinois
$408K +$39.5K +943 +11%
TIAM2
113
Tru Independence Asset Management 2
Oregon
$408K -$95.7K -2,286 -19%
PCA
114
Prosperity Capital Advisors
Ohio
$396K -$32.4K -774 -7%
Osaic Holdings
115
Osaic Holdings
Arizona
$392K -$19.8K -473 -5%
OneDigital Investment Advisors
116
OneDigital Investment Advisors
Kansas
$382K -$57.2K -1,367 -13%
SHFA
117
SC&H Financial Advisors
Maryland
$374K +$5.44K +130 +1%
SIS
118
Strategic Investment Solutions
Illinois
$373K -$38.9K -930 -9%
FWM
119
Forteris Wealth Management
New York
$370K +$41.9K +1,000 +13%
TWCA
120
Two West Capital Advisors
Kansas
$364K -$46.1K -1,102 -11%
SNBOSD
121
Security National Bank of So Dak
Iowa
$342K +$347K +8,288 New
BWM
122
Blossom Wealth Management
California
$338K -$8.17K -195 -2%
IAS
123
Integrity Advisory Solutions
Texas
$327K +$1.68K +40 +0.5%
Savvy Advisors Inc
124
Savvy Advisors Inc
New York
$309K +$13.1K +313 +4%
RFP
125
Root Financial Partners
California
$305K -$139K -3,318 -31%