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Dimensional Core Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWG
226
Beta Wealth Group
California
$534K +$5.51K +133 +1%
AWM
227
Apollon Wealth Management
South Carolina
$519K +$163K +3,935 +46%
SPC
228
Sigma Planning Corp
Michigan
$511K -$2.73K -66 -0.5%
FFWA
229
Forthright Family Wealth Advisory
Texas
$483K
PF
230
Penney Financial
Texas
$466K +$27.3K +660 +6%
GWA
231
Geometric Wealth Advisors
District of Columbia
$458K +$5.39K +130 +1%
FTC
232
Farmers Trust Company
Ohio
$455K +$454K +10,964 New
DWM
233
Drive Wealth Management
Utah
$439K -$46.2K -1,115 -10%
FFG
234
Fiduciary Financial Group
California
$435K +$428K +10,337 New
I
235
INVST
Indiana
$424K +$425K +10,268 New
WN
236
Williams & Novak
California
$417K +$416K +10,037 New
BEW
237
Burton Enright Welch
California
$392K +$44.7K +1,078 +13%
SW
238
Schulz Wealth
Texas
$379K +$18.9K +455 +5%
PFBT
239
Parkside Financial Bank & Trust
Missouri
$375K
2L
240
25 LLC
Missouri
$365K +$91.2K +2,200 +33%
PWA
241
Physician Wealth Advisors
Utah
$362K -$7.25K -175 -2%
CMBA
242
C.M. Bidwell & Associates
Hawaii
$358K +$44.4K +1,072 +14%
KP
243
Keel Point
Alabama
$354K +$343K +8,270 New
DWM
244
Dopkins Wealth Management
New York
$345K +$344K +8,312 New
MMPW
245
Mitchell McLeod Pugh & Williams
Alabama
$338K +$94.1K +2,271 +39%
KSWA
246
Kathleen S. Wright Associates
Pennsylvania
$335K +$135K +3,270 +68%
ALWM
247
Andrews Lucia Wealth Management
California
$326K
AC
248
AWM Capital
Arizona
$320K -$1.91K -46 -0.6%
FPCG
249
Forum Private Client Group
Indiana
$317K +$4.18K +101 +1%
CAM
250
Concorde Asset Management
Michigan
$313K +$312K +7,534 New