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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
$155M +$6.82M +162,052 +5%
BPA
2
Beacon Pointe Advisors
California
$47.1M +$47M +1,116,586 +6,458%
HWM
3
Heirloom Wealth Management
Colorado
$45.5M +$1.28M +30,351 +3%
PCI
4
Planning Center Inc
Illinois
$42.2M +$4.98M +118,283 +13%
HIGP
5
Hill Investment Group Partners
Missouri
$33.4M +$110K +2,618 +0.3%
GWA
6
Geometric Wealth Advisors
District of Columbia
$21.9M +$197K +4,687 +0.9%
PS
7
Pinney & Scofield
Massachusetts
$21.6M +$3.28M +77,837 +18%
RK
8
Rather & Kittrell
Tennessee
$21M +$2.57M +61,107 +14%
LEFP
9
Leading Edge Financial Planning
Tennessee
$19.8M +$2.15M +51,065 +12%
SIM
10
Stratos Investment Management
Ohio
$18.5M +$932K +22,148 +5%
FFO
11
Fortitude Family Office
Arizona
$17.8M +$6.06M +143,923 +51%
PWS
12
Physician Wealth Solutions
Nevada
$16.3M +$949K +22,561 +6%
LFA
13
Level Financial Advisors
New York
$13.3M +$1.49M +35,340 +12%
SC
14
Scratch Capital
Idaho
$13.2M +$2.8M +66,531 +26%
MSWMA
15
Market Street Wealth Management Advisors
Indiana
$12.5M +$111K +2,642 +0.9%
AWM
16
Austin Wealth Management
Texas
$11.3M +$385K +9,148 +3%
YWM
17
Yardley Wealth Management
Pennsylvania
$11.2M +$1.33M +31,495 +13%
FOA
18
Five Oceans Advisors
California
$10.6M +$4.84K +115 +0%
SC
19
Savant Capital
Illinois
$10M +$10.1M +241,114 New
CWM
20
Core Wealth Management
Florida
$10M +$404K +9,592 +4%
KWM
21
KFG Wealth Management
Indiana
$9.63M +$707K +16,800 +8%
NDWM
22
New Dimensions Wealth Management
Texas
$9.43M +$480K +11,416 +5%
MWA
23
Monograph Wealth Advisors
California
$9.31M +$163K +3,866 +2%
AC
24
Apella Capital
Connecticut
$7.84M +$634K +15,075 +9%
HNWA
25
Henrickson Nauta Wealth Advisors
Michigan
$7.65M +$4.67M +111,105 +153%
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