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Dimensional Inflation-Protected Securities ETF
DFIP

Name Holding Trade Value Shares
Change 		Change in
Stake
MMI
1
Matson Money Inc
Ohio
$84.2M +$83.7M +2,051,960 New
HWM
2
Heirloom Wealth Management
Colorado
$38.8M +$4.35M +106,621 +13%
HIGP
3
Hill Investment Group Partners
Missouri
$33.3M -$461K -11,308 -1%
PCI
4
Planning Center Inc
Illinois
$30.2M +$30.1M +738,576 New
CAM
5
CPA Asset Management
Florida
$16.3M +$112K +2,749 +0.7%
GWA
6
Geometric Wealth Advisors
District of Columbia
$15.6M +$9.75M +238,974 +167%
LFG
7
Larson Financial Group
Missouri
$13.3M -$1.27M -31,102 -9%
RK
8
Rather & Kittrell
Tennessee
$12.5M +$1.55M +37,937 +14%
MSWMA
9
Market Street Wealth Management Advisors
Indiana
$10.9M +$448K +10,968 +4%
FOA
10
Five Oceans Advisors
California
$8.29M -$491K -12,033 -6%
AWM
11
Austin Wealth Management
Texas
$8.23M +$776K +19,029 +11%
LEFP
12
Leading Edge Financial Planning
Tennessee
$8.02M +$408K +10,010 +5%
CWM
13
Core Wealth Management
Florida
$7.61M +$487K +11,935 +7%
SIM
14
Stratos Investment Management
Ohio
$7.01M +$3.47M +85,150 +99%
B
15
BetterWealth
California
$5.94M +$618K +15,137 +12%
PWS
16
Physician Wealth Solutions
Nevada
$5.91M +$1.16M +28,453 +24%
AC
17
Apella Capital
Connecticut
$5.51M -$217K -5,318 -4%
SFPM
18
Sensible Financial Planning & Management
Massachusetts
$5.13M -$1.22M -29,820 -19%
IA
19
IFP Advisors
Florida
$4.81M +$302K +7,402 +7%
PGF
20
Plan Group Financial
Oklahoma
$4.58M +$336K +8,232 +8%
LFA
21
Level Financial Advisors
New York
$4.57M +$1.34M +32,768 +41%
KF
22
Krilogy Financial
Missouri
$3.6M +$742K +18,191 +26%
HWM
23
Hemington Wealth Management
Virginia
$3.56M +$395K +9,674 +12%
SFP
24
Sterling Financial Planning
New Jersey
$3.54M -$361K -8,850 -9%
AFG
25
Altiora Financial Group
Ohio
$3.46M -$18K -441 -0.5%
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