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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
$148M +$59.9M +1,438,422 +70%
HWM
2
Heirloom Wealth Management
Colorado
$41.9M +$1.68M +40,221 +4%
HIGP
3
Hill Investment Group Partners
Missouri
$32.7M -$347K -8,327 -1%
PCI
4
Planning Center Inc
Illinois
$31.5M +$241K +5,788 +0.8%
GWA
5
Geometric Wealth Advisors
District of Columbia
$18.2M +$2.01M +48,155 +13%
CAM
6
CPA Asset Management
Florida
$17.2M +$237K +5,693 +1%
PWS
7
Physician Wealth Solutions
Nevada
$14.6M +$8.68M +208,435 +144%
RK
8
Rather & Kittrell
Tennessee
$14.1M +$1.14M +27,385 +9%
LFG
9
Larson Financial Group
Missouri
$12.8M -$940K -22,561 -7%
MSWMA
10
Market Street Wealth Management Advisors
Indiana
$11.4M +$96.9K +2,327 +0.9%
LEFP
11
Leading Edge Financial Planning
Tennessee
$10.5M +$2.13M +51,100 +26%
YWM
12
Yardley Wealth Management
Pennsylvania
$9.96M +$9.81M +235,514 New
SIM
13
Stratos Investment Management
Ohio
$9M +$1.72M +41,308 +24%
AWM
14
Austin Wealth Management
Texas
$8.88M +$453K +10,866 +5%
FOA
15
Five Oceans Advisors
California
$8.6M +$15.1K +362 +0.2%
HWM
16
Hemington Wealth Management
Virginia
$7.63M +$4.08M +97,924 +112%
CWM
17
Core Wealth Management
Florida
$7.61M – – –
B
18
BetterWealth
California
$6.6M +$441K +10,573 +7%
AC
19
Apella Capital
Connecticut
$5.65M -$40.5K -971 -0.7%
LFA
20
Level Financial Advisors
New York
$5.61M +$872K +20,922 +19%
SFPM
21
Sensible Financial Planning & Management
Massachusetts
$5.59M +$275K +6,607 +5%
PGF
22
Plan Group Financial
Oklahoma
$5.08M +$339K +8,130 +7%
IA
23
IFP Advisors
Florida
$4.87M -$108K -2,602 -2%
TIAM2
24
Tru Independence Asset Management 2
Oregon
$4.59M +$4.52M +108,584 New
KWM
25
KFG Wealth Management
Indiana
$4.36M +$4.01M +96,211 +1,408%
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