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Dimensional Core Fixed Income ETF
DFCF

Name Holding Trade Value Shares
Change 		Change in
Stake
FOA
301
Five Oceans Advisors
California
$544K +$10.5K +253 +2%
SC
302
Schubert & Co
Texas
$538K -$58.7K -1,408 -10%
AWA
303
Archvest Wealth Advisors
California
$536K +$320K +7,674 +151%
2L
304
25 LLC
Missouri
$519K +$15.9K +382 +3%
MGW
305
MB Generational Wealth
Washington
$496K +$221K +5,292 +81%
PL
306
Plancorp LLC
Missouri
$496K +$253K +6,059 +106%
RA
307
RFG Advisory
Alabama
$488K -$769K -18,460 -61%
APC
308
Aspire Private Capital
North Carolina
$458K +$129K +3,106 +40%
PW
309
Potentia Wealth
California
$456K – – –
FSWA
310
Financial Synergies Wealth Advisors
Texas
$453K -$11.5K -275 -2%
BFA
311
Beacon Financial Advisory
Ohio
$441K -$121K -2,906 -22%
GWA
312
Geometric Wealth Advisors
District of Columbia
$437K -$158K -3,783 -27%
HH
313
Hilltop Holdings
Texas
$436K -$293K -7,042 -40%
AIS
314
American Investment Services
Massachusetts
$428K -$24.7K -593 -6%
AWM
315
Apollon Wealth Management
South Carolina
$428K -$74.4K -1,786 -15%
FFWA
316
Forthright Family Wealth Advisory
Texas
$425K – – –
FPCG
317
Forum Private Client Group
Indiana
$409K +$69.6K +1,669 +21%
RWM
318
Riverbend Wealth Management
South Carolina
$402K +$37.6K +903 +10%
TFO
319
Timonier Family Office
North Carolina
$394K – – –
PFBT
320
Parkside Financial Bank & Trust
Missouri
$379K – – –
FTC
321
Farmers Trust Company
Ohio
$379K – – –
WA
322
Waverly Advisors
Alabama
$374K +$13.7K +329 +4%
BAAM
323
Baker Avenue Asset Management
California
$369K -$80.6M -1,934,616 -100%
HSG
324
Helen Stephens Group
Texas
$363K +$90.9K +2,182 +34%
DWM
325
Drive Wealth Management
Utah
$357K -$5.21K -125 -1%
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13
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