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Dimensional Core Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
251
Freedom Investment Management
Connecticut
$310K +$5.72K +138 +2%
JWCA
252
J.W. Cole Advisors
Florida
$302K +$6.21K +150 +2%
MC
253
Matisse Capital
Oregon
$299K
FPAS
254
Focus Partners Advisor Solutions
Missouri
$297K +$6.38K +154 +2%
MFGP
255
Marshall Financial Group (Pennsylvania)
Pennsylvania
$290K +$289K +6,980 New
ACC
256
Acorn Creek Capital
Colorado
$290K +$2.53K +61 +0.9%
MWA
257
Midland Wealth Advisors
Illinois
$269K +$268K +6,479 New
CW
258
CreativeOne Wealth
Kansas
$260K -$144K -3,469 -36%
MGW
259
MB Generational Wealth
Washington
$260K +$259K +6,252 New
PCI
260
Planning Center Inc
Illinois
$257K +$257K +6,195 New
SFS
261
Security Financial Services
Indiana
$257K +$27.7K +668 +12%
US Bancorp
262
US Bancorp
Minnesota
$256K
EFG
263
Ethos Financial Group
Pennsylvania
$255K +$254K +6,131 New
SAI
264
Savvy Advisors Inc
New York
$236K +$9.45K +228 +4%
AWM
265
Able Wealth Management
New Jersey
$228K
CMP
266
Coston McIsaac & Partners
Maine
$226K -$166 -4 -0.1%
PHWM
267
Pine Harbor Wealth Management
Maryland
$225K -$498K -12,010 -69%
EC
268
Eaton-Cambridge
Arizona
$220K -$79.1K -1,909 -27%
SEIA
269
Signature Estate & Investment Advisors
California
$217K +$217K +5,233 New
AWS
270
Atria Wealth Solutions
New York
$212K +$211K +5,101 New
SOS
271
Silver Oak Securities
Tennessee
$206K +$30.9K +746 +18%
FFS
272
Founders Financial Securities
Maryland
$204K -$7.62K -184 -4%
TIM
273
Tortoise Investment Management
New York
$191K -$44.6K -1,077 -19%
LG
274
LAM Group
Oregon
$189K -$308K -7,445 -62%
CPA
275
Cardiff Park Advisors
California
$163K -$5.68K -137 -3%