We are live on ! Find out more
DFIP icon

Dimensional Inflation-Protected Securities ETF
DFIP

Name Holding Trade Value Shares
Change 		Change in
Stake
MMI
1
Matson Money Inc
Ohio
$162M +$6.29M +150,342 +4%
BPA
2
Beacon Pointe Advisors
California
$47.3M +$33.3K +795 +0.1%
PCI
3
Planning Center Inc
Illinois
$44.2M +$1.77M +42,165 +4%
HIGP
4
Hill Investment Group Partners
Missouri
$33M -$477K -11,383 -1%
PS
5
Pinney & Scofield
Massachusetts
$23.6M +$1.86M +44,443 +9%
RK
6
Rather & Kittrell
Tennessee
$22.3M +$1.18M +28,153 +6%
LEFP
7
Leading Edge Financial Planning
Tennessee
$21.5M +$1.65M +39,369 +8%
GWA
8
Geometric Wealth Advisors
District of Columbia
$21.3M -$601K -14,358 -3%
FFO
9
Fortitude Family Office
Arizona
$21M +$3.17M +75,772 +18%
SIM
10
Stratos Investment Management
Ohio
$19.4M +$849K +20,281 +5%
PWS
11
Physician Wealth Solutions
Nevada
$17.9M +$1.44M +34,468 +9%
SC
12
Scratch Capital
Idaho
$14.6M +$1.28M +30,526 +10%
LFA
13
Level Financial Advisors
New York
$14.3M +$944K +22,549 +7%
MSWMA
14
Market Street Wealth Management Advisors
Indiana
$12.7M +$169K +4,046 +1%
YWM
15
Yardley Wealth Management
Pennsylvania
$12M +$758K +18,102 +7%
KWM
16
KFG Wealth Management
Indiana
$10.6M +$977K +23,344 +10%
FOA
17
Five Oceans Advisors
California
$10.6M -$293 -7 -0%
CWM
18
Core Wealth Management
Florida
$10.6M +$546K +13,047 +5%
SC
19
Savant Capital
Illinois
$10M -$39.4K -941 -0.4%
NDWM
20
New Dimensions Wealth Management
Texas
$9.82M +$351K +8,380 +4%
MWA
21
Monograph Wealth Advisors
California
$9.74M +$387K +9,240 +4%
AC
22
Apella Capital
Connecticut
$9.59M +$1.62M +38,703 +21%
FPI
23
Financial Plan Inc
Washington
$8.07M +$1.95M +46,545 +32%
HWM
24
Heirloom Wealth Management
Colorado
$8.02M -$37.8M -903,797 -82%
AWM
25
Austin Wealth Management
Texas
$7.53M -$3.89M -92,968 -34%
1
2 3 4 5