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Dimensional Core Fixed Income ETF
DFCF

Name Holding Trade Value Shares
Change 		Change in
Stake
I
276
INVST
Indiana
$687K +$111K +2,627 +19%
SW
277
Schulz Wealth
Texas
$617K -$250K -5,929 -28%
BWG
278
Beta Wealth Group
California
$615K +$77.7K +1,845 +14%
PFGIA
279
Patriot Financial Group Insurance Agency
Massachusetts
$610K +$3.33K +79 +0.5%
PF
280
Penney Financial
Texas
$599K +$70.5K +1,675 +13%
WTA
281
Washington Trust Advisors
Massachusetts
$591K – – –
EWA
282
Elevate Wealth Advisory
Georgia
$586K +$1.9K +45 +0.3%
SC
283
Schubert & Co
Texas
$586K +$598K +14,198 New
GWA
284
Geometric Wealth Advisors
District of Columbia
$585K +$128K +3,045 +27%
SOS
285
Silver Oak Securities
Tennessee
$565K +$33.5K +796 +6%
GAM
286
GEM Asset Management
Michigan
$559K +$24.1K +573 +4%
BFA
287
Beacon Financial Advisory
Ohio
$553K +$8.76K +208 +2%
SPC
288
Sigma Planning Corp
Michigan
$552K +$28.2K +669 +5%
KSWA
289
Kathleen S. Wright Associates
Pennsylvania
$545K +$173K +4,119 +45%
FOA
290
Five Oceans Advisors
California
$523K +$7.41K +176 +1%
ALWM
291
Andrews Lucia Wealth Management
California
$516K +$136K +3,239 +37%
2L
292
25 LLC
Missouri
$494K +$91.5K +2,173 +22%
AWM
293
Apollon Wealth Management
South Carolina
$493K -$42 -1 -0%
SW
294
StrongBox Wealth
Missouri
$463K +$472K +11,220 New
FSWA
295
Financial Synergies Wealth Advisors
Texas
$456K -$576K -13,673 -55%
PW
296
Potentia Wealth
California
$447K +$457K +10,843 New
AIS
297
American Investment Services
Massachusetts
$444K -$4.87M -115,679 -91%
FFWA
298
Forthright Family Wealth Advisory
Texas
$417K +$10.2K +242 +2%
BOC
299
Blue Oak Capital
California
$396K +$404K +9,605 New
TFO
300
Timonier Family Office
North Carolina
$387K +$394K +9,369 New
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12
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