We are live on ! Find out more
DFIP icon

Dimensional Inflation-Protected Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIGP
1
Hill Investment Group Partners
Missouri
$28.3M +$3.13M +76,839 +12%
RK
2
Rather & Kittrell
Tennessee
$18.6M +$1.2M +29,550 +7%
CAM
3
CPA Asset Management
Florida
$16.3M +$70.8K +1,736 +0.4%
LFG
4
Larson Financial Group
Missouri
$14.6M +$1.33M +32,724 +10%
SIS
5
Strategic Investment Solutions
Illinois
$11.4M +$11.3M +276,398 +6,473%
LEFP
6
Leading Edge Financial Planning
Tennessee
$9.85M -$876K -21,497 -8%
FOA
7
Five Oceans Advisors
California
$8.4M -$42.5K -1,042 -0.5%
MSWMA
8
Market Street Wealth Management Advisors
Indiana
$7.97M +$7.7M +188,823 +1,639%
KA
9
Klingman & Associates
New York
$6.65M -$591K -14,500 -8%
CWM
10
Core Wealth Management
Florida
$6.46M +$237K +5,807 +4%
AWM
11
Austin Wealth Management
Texas
$6.37M +$6.51M +159,635 New
PGF
12
Plan Group Financial
Oklahoma
$5.87M +$2.77M +68,009 +86%
B
13
BetterWealth
California
$4.94M +$213K +5,224 +4%
RFP
14
Root Financial Partners
California
$4.04M +$656K +16,090 +19%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$3.41M +$3.5M +85,817 New
FFM
16
Forum Financial Management
Illinois
$3.2M -$328K -8,057 -9%
WCWM
17
Willow Creek Wealth Management
California
$2.55M +$1.16M +28,449 +80%
AFS
18
Annapolis Financial Services
Maryland
$2.49M +$1.08M +26,518 +73%
KF
19
Krilogy Financial
Missouri
$2.36M +$58.2K +1,427 +2%
IA
20
IFP Advisors
Florida
$2.33M +$489K +11,985 +26%
AFA
21
Alpha Financial Advisors
North Carolina
$2.2M -$12.4K -305 -0.5%
SFP
22
Sterling Financial Planning
New Jersey
$2.15M +$128K +3,137 +6%
SFPM
23
Sensible Financial Planning & Management
Massachusetts
$2.04M -$2.1M -51,525 -50%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.85M +$117K +2,877 +7%
CIAS
25
CFS Investment Advisory Services
New Jersey
$1.77M +$52.1K +1,279 +3%