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Dimensional Core Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HKIMG
251
Hutchens & Kramer Investment Management Group
Indiana
$2.94M -$303K -7,113 -9%
DWM
252
DWR Wealth Management
California
$2.94M +$1.53M +35,905 +106%
GWM
253
GK Wealth Management
Nevada
$2.94M +$2.98M +69,787 New
WAP
254
Wealthcare Advisory Partners
Pennsylvania
$2.9M -$2.63M -61,740 -47%
MGW
255
MB Generational Wealth
Washington
$2.88M +$413K +9,673 +17%
Cerity Partners
256
Cerity Partners
New York
$2.84M +$2.87M +67,334 New
PFS
257
Professional Financial Solutions
Virginia
$2.77M +$654K +15,328 +30%
NA
258
NewEdge Advisors
Louisiana
$2.76M +$517K +12,113 +23%
AA
259
Ancora Advisors
Ohio
$2.69M +$47.6K +1,116 +2%
RF
260
rebel Financial
Ohio
$2.61M +$88.6K +2,076 +3%
EH
261
Equitable Holdings
New York
$2.55M +$70.7K +1,658 +3%
FIA
262
Foundations Investment Advisors
Arizona
$2.54M +$410K +9,610 +19%
IA
263
IFP Advisors
Florida
$2.52M +$59.6K +1,398 +2%
CA
264
Clune & Associates
Illinois
$2.52M -$744K -17,430 -23%
HTWM
265
Hartmann Taylor Wealth Management
Texas
$2.45M +$178K +4,175 +8%
AWA
266
Arkadios Wealth Advisors
Georgia
$2.42M +$2.44M +57,290 New
AWMM
267
Aegis Wealth Management (Maryland)
Maryland
$2.35M +$110K +2,579 +5%
RIAS
268
Rachor Investment Advisory Services
Michigan
$2.34M +$16.4K +384 +0.7%
RLIM
269
Red Lighthouse Investment Management
New York
$2.32M
BJB
270
Broadhurst Jeffrey B
$2.31M +$104K +2,447 +5%
BRPW
271
Ballast Rock Private Wealth
South Carolina
$2.3M -$31.4K -736 -1%
FA
272
Fiduciary Alliance
South Carolina
$2.29M +$589K +13,815 +35%
SA
273
Stewardship Advisors
Pennsylvania
$2.23M +$105K +2,470 +5%
SFP
274
SwitchPoint Financial Planning
Utah
$2.23M +$407K +9,550 +22%
OFI
275
Outbound Financial Inc
Colorado
$2.21M +$130K +3,043 +6%