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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
$149M +$8.77K +211 +0%
HWM
2
Heirloom Wealth Management
Colorado
$41.1M -$1.77M -42,480 -4%
PCI
3
Planning Center Inc
Illinois
$36.3M +$774K +18,628 +2%
HIGP
4
Hill Investment Group Partners
Missouri
$33.4M +$350K +8,421 +1%
HWM
5
Hemington Wealth Management
Virginia
$32M +$1.93M +46,510 +6%
GWA
6
Geometric Wealth Advisors
District of Columbia
$20.9M +$35.2K +848 +0.2%
CAM
7
CPA Asset Management
Florida
$18.1M +$412K +9,912 +2%
RK
8
Rather & Kittrell
Tennessee
$17.5M -$96.8K -2,329 -0.6%
PS
9
Pinney & Scofield
Massachusetts
$16.7M -$28.4K -683 -0.2%
LEFP
10
Leading Edge Financial Planning
Tennessee
$16M +$1.05M +25,282 +7%
PWS
11
Physician Wealth Solutions
Nevada
$14.7M -$40.9K -983 -0.3%
SIM
12
Stratos Investment Management
Ohio
$14.6M +$925K +22,248 +7%
MSWMA
13
Market Street Wealth Management Advisors
Indiana
$12.1M +$256K +6,166 +2%
AWM
14
Austin Wealth Management
Texas
$10.9M +$824K +19,815 +8%
FOA
15
Five Oceans Advisors
California
$10.7M +$363K +8,738 +4%
YWM
16
Yardley Wealth Management
Pennsylvania
$10.5M +$369K +8,885 +4%
FFO
17
Fortitude Family Office
Arizona
$10.2M +$4.07M +97,992 +67%
SC
18
Scratch Capital
Idaho
$9.82M +$1.95M +47,031 +25%
CWM
19
Core Wealth Management
Florida
$9.31M +$554K +13,324 +6%
NDWM
20
New Dimensions Wealth Management
Texas
$8.44M +$232K +5,573 +3%
LFA
21
Level Financial Advisors
New York
$8.34M +$512K +12,326 +7%
KWM
22
KFG Wealth Management
Indiana
$8.15M +$191K +4,598 +2%
LFG
23
Larson Financial Group
Missouri
$7.65M -$2.14M -51,431 -22%
SFPM
24
Sensible Financial Planning & Management
Massachusetts
$7.13M -$617K -14,843 -8%
AC
25
Apella Capital
Connecticut
$6.98M +$60.8K +1,462 +0.9%
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