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Dimensional Core Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
226
Schulz Wealth
Texas
$3.43M +$469K +10,947 +16%
CA
227
Clune & Associates
Illinois
$3.28M +$322K +7,518 +11%
HKIMG
228
Hutchens & Kramer Investment Management Group
Indiana
$3.26M -$542K -12,646 -14%
FG
229
Foster Group
Iowa
$3.14M -$24K -561 -0.8%
IPWA
230
International Private Wealth Advisors
California
$3.13M +$610K +14,239 +24%
TAM
231
TCP Asset Management
Ohio
$3.11M +$99.6K +2,325 +3%
PAG
232
Private Advisor Group
New Jersey
$3.1M +$120K +2,798 +4%
DAS
233
Diversify Advisory Services
Utah
$3.01M +$3.03M +70,641 New
GVAG
234
Great Valley Advisor Group
Delaware
$2.95M -$317K -7,409 -10%
CP
235
Canopy Partners
Ohio
$2.95M +$11.7K +274 +0.4%
MWM
236
Mission Wealth Management
California
$2.82M +$1.49M +34,717 +110%
WANY
237
Wealthspire Advisors (New York)
New York
$2.76M
AA
238
Ancora Advisors
Ohio
$2.67M -$328K -7,661 -11%
GJIA
239
Glass Jacobson Investment Advisors
Maryland
$2.61M +$416K +9,707 +19%
APW
240
Austin Private Wealth
Texas
$2.56M +$290K +6,775 +13%
RF
241
rebel Financial
Ohio
$2.54M +$2.56M +59,724 New
Creative Planning
242
Creative Planning
Kansas
$2.51M +$240K +5,603 +10%
BW
243
Balance Wealth
Ohio
$2.5M -$110K -2,573 -4%
CTWM
244
Cherry Tree Wealth Management
Minnesota
$2.5M +$1.82M +42,403 +261%
LOPW
245
Live Oak Private Wealth
North Carolina
$2.49M +$213K +4,966 +9%
MGW
246
MB Generational Wealth
Washington
$2.49M +$1.85M +43,266 +285%
EH
247
Equitable Holdings
New York
$2.48M +$118K +2,750 +5%
IA
248
IFP Advisors
Florida
$2.48M +$31.5K +735 +1%
BRPW
249
Ballast Rock Private Wealth
South Carolina
$2.35M +$2.37M +55,315 New
RLIM
250
Red Lighthouse Investment Management
New York
$2.34M