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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 +$8.92K +212 +0%
HWM
2
Heirloom Wealth Management
Colorado
$45M +$3.46M +82,312 +8%
HWM
3
Hemington Wealth Management
Virginia
$38.5M +$6.18M +146,941 +19%
PCI
4
Planning Center Inc
Illinois
$37.9M +$1.25M +29,748 +3%
HIGP
5
Hill Investment Group Partners
Missouri
$33.8M +$79.3K +1,885 +0.2%
GWA
6
Geometric Wealth Advisors
District of Columbia
$22M +$943K +22,410 +4%
IWS
7
Insight Wealth Strategies
California
$19M +$18.9M +449,081 New
RK
8
Rather & Kittrell
Tennessee
$18.8M +$1.14M +27,029 +6%
PS
9
Pinney & Scofield
Massachusetts
$18.7M +$1.78M +42,304 +11%
LEFP
10
Leading Edge Financial Planning
Tennessee
$17.9M +$1.77M +42,045 +11%
SIM
11
Stratos Investment Management
Ohio
$17.9M +$3.13M +74,389 +21%
PWS
12
Physician Wealth Solutions
Nevada
$15.7M +$861K +20,450 +6%
CAM
13
CPA Asset Management
Florida
$15.2M -$3.06M -72,735 -17%
MSWMA
14
Market Street Wealth Management Advisors
Indiana
$12.6M +$349K +8,284 +3%
LFA
15
Level Financial Advisors
New York
$12M +$3.58M +85,143 +43%
FFO
16
Fortitude Family Office
Arizona
$12M +$1.71M +40,604 +17%
AWM
17
Austin Wealth Management
Texas
$11.2M +$94.5K +2,246 +0.9%
FOA
18
Five Oceans Advisors
California
$10.7M -$25.3K -601 -0.2%
SC
19
Scratch Capital
Idaho
$10.6M +$718K +17,064 +7%
FFM
20
Forum Financial Management
Illinois
$10.1M +$6.61M +157,075 +189%
YWM
21
Yardley Wealth Management
Pennsylvania
$10.1M -$495K -11,758 -5%
CWM
22
Core Wealth Management
Florida
$9.76M +$352K +8,365 +4%
MWA
23
Monograph Wealth Advisors
California
$9.3M +$3.53M +83,842 +61%
NDWM
24
New Dimensions Wealth Management
Texas
$9.1M +$559K +13,276 +7%
KWM
25
KFG Wealth Management
Indiana
$9.08M +$840K +19,946 +10%
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