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Dimensional Core Fixed Income ETF
DFCF

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
376
Mutual Advisors
Nebraska
$457K +$57.2K +1,340 +14%
FSWA
377
Financial Synergies Wealth Advisors
Texas
$452K +$3.16K +74 +0.7%
OPF
378
Old Peak Finance
North Carolina
$423K +$3.46K +81 +0.8%
JCM
379
Jacobi Capital Management
Pennsylvania
$414K +$31.8K +746 +8%
SW
380
StrongBox Wealth
Missouri
$401K -$84.1K -1,970 -17%
BFA
381
Beacon Financial Advisory
Ohio
$392K -$1.07K -25 -0.3%
GAM
382
Gemmer Asset Management
California
$387K +$110K +2,583 +39%
BIG
383
Brookwood Investment Group
Arizona
$384K +$78.8K +1,847 +25%
FWM
384
Forteris Wealth Management
New York
$384K +$122K +2,860 +46%
FTC
385
Farmers Trust Company
Ohio
$380K – – –
PW
386
Potentia Wealth
California
$374K -$4.1K -96 -1%
DFS
387
Demming Financial Services
Ohio
$359K -$896 -21 -0.2%
KP
388
Keel Point
Alabama
$357K +$26.7K +625 +8%
NWM
389
Navigate Wealth Management
Alabama
$353K +$355K +8,329 New
BFS
390
Beacon Financial Strategies
North Carolina
$351K +$78.3K +1,835 +28%
FFG
391
Fiduciary Financial Group
California
$349K -$18.6K -437 -5%
FWI
392
Facet Wealth Inc
Maryland
$344K +$348K +8,149 New
LG
393
LAM Group
Oregon
$327K -$34.8K -815 -10%
AIM
394
Advyzon Investment Management
Illinois
$326K +$81.2K +1,902 +33%
AIS
395
American Investment Services
Massachusetts
$321K -$720K -16,867 -69%
PWP
396
Parkwoods Wealth Partners
New York
$314K +$62.3K +1,460 +24%
VWM
397
Vigil Wealth Management
Florida
$311K – – –
HSG
398
Helen Stephens Group
Texas
$309K +$35.1K +822 +13%
AWM
399
Apollon Wealth Management
South Carolina
$306K -$341 -8 -0.1%
5NPW
400
55 North Private Wealth
Florida
$305K -$414K -9,695 -57%
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16
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