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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
$151M +$2.39M +57,925 +2%
HWM
2
Heirloom Wealth Management
Colorado
$43.2M -$1.04M -25,102 -2%
PCI
3
Planning Center Inc
Illinois
$35.8M +$3.95M +95,866 +13%
HIGP
4
Hill Investment Group Partners
Missouri
$33.3M -$342K -8,299 -1%
HWM
5
Hemington Wealth Management
Virginia
$30.3M +$19.4M +470,949 +190%
GWA
6
Geometric Wealth Advisors
District of Columbia
$21M +$1.93M +46,864 +10%
CAM
7
CPA Asset Management
Florida
$17.8M +$48.1K +1,167 +0.3%
RK
8
Rather & Kittrell
Tennessee
$17.7M +$1.65M +40,087 +11%
PS
9
Pinney & Scofield
Massachusetts
$16.9M +$2.05M +49,586 +14%
LEFP
10
Leading Edge Financial Planning
Tennessee
$15M +$466K +11,304 +3%
PWS
11
Physician Wealth Solutions
Nevada
$14.8M -$144K -3,496 -1%
SIM
12
Stratos Investment Management
Ohio
$13.8M +$782K +18,958 +6%
MSWMA
13
Market Street Wealth Management Advisors
Indiana
$12M +$37.2K +902 +0.3%
FOA
14
Five Oceans Advisors
California
$10.4M -$3.63M -87,876 -26%
YWM
15
Yardley Wealth Management
Pennsylvania
$10.2M -$1.32M -32,103 -12%
AWM
16
Austin Wealth Management
Texas
$10.1M +$801K +19,406 +9%
LFG
17
Larson Financial Group
Missouri
$9.87M -$1.1M -26,695 -10%
CWM
18
Core Wealth Management
Florida
$8.82M +$323K +7,837 +4%
NDWM
19
New Dimensions Wealth Management
Texas
$8.28M +$8.11M +196,631 New
KWM
20
KFG Wealth Management
Indiana
$8.02M +$505K +12,239 +7%
SC
21
Scratch Capital
Idaho
$7.91M +$1.68M +40,652 +28%
LFA
22
Level Financial Advisors
New York
$7.89M +$999K +24,226 +15%
SFPM
23
Sensible Financial Planning & Management
Massachusetts
$7.8M +$482K +11,691 +7%
AC
24
Apella Capital
Connecticut
$6.9M +$817K +19,796 +14%
FFO
25
Fortitude Family Office
Arizona
$6.15M +$1.7M +41,124 +39%
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