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Dimensional Core Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
301
Tortoise Investment Management
New York
$136K -$61.4K -1,440 -31%
CAS
302
Coppell Advisory Solutions
Texas
$135K -$11.3K -264 -8%
WP
303
WealthShield Partners
North Carolina
$102K -$24.6K -578 -20%
Comerica Bank
304
Comerica Bank
Texas
$100K
GRP
305
Global Retirement Partners
California
$89.5K +$853 +20 +1%
Fifth Third Bancorp
306
Fifth Third Bancorp
Ohio
$87.5K +$75.3K +1,767 +680%
Citigroup
307
Citigroup
New York
$84.6K +$83.5K +1,958 New
WSFS
308
Wilmington Savings Fund Society
Delaware
$64.1K +$63.2K +1,483 New
CT
309
Colonial Trust
South Carolina
$40.9K -$6.27K -147 -13%
OLVIG
310
Oliver Lagore Vanvalin Investment Group
Michigan
$38K +$1.96K +46 +6%
AWM
311
Aspire Wealth Management
Massachusetts
$33.6K -$88.8K -2,082 -73%
CA
312
Claris Advisors
Missouri
$32.9K +$32.5K +763 New
MFT
313
Moisand Fitzgerald Tamayo
Florida
$31K -$5.46K -128 -15%
PG
314
Proffitt & Goodson
Tennessee
$8.86K +$8.74K +205 New
CFD
315
Creative Financial Designs
Indiana
$6.48K
HNB
316
Huntington National Bank
Ohio
$4.85K
CIA
317
Cape Investment Advisory
Georgia
$4.32K
HI
318
Harbour Investments
Wisconsin
$4.19K
Fidelity Investments
319
Fidelity Investments
Massachusetts
$43
VWA
320
Valued Wealth Advisors
Utah
$5
SWM
321
Spire Wealth Management
Virginia
-$877K -21,100 Closed
BPWM
322
Black Point Wealth Management
Florida
-$772K -18,586 Closed
DWM
323
Dopkins Wealth Management
New York
-$345K -8,312 Closed
MFGP
324
Marshall Financial Group (Pennsylvania)
Pennsylvania
-$290K -6,980 Closed
MWA
325
Midland Wealth Advisors
Illinois
-$269K -6,479 Closed