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Dimensional Core Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
401
Heritage Wealth Advisors
Virginia
$1.1K +$1.08K +26 New
BGWM
402
Bridge Generations Wealth Management
Florida
$463 – – –
UBS Group
403
UBS Group
Switzerland
$168 -$3.71K -89 -96%
VWA
404
Valued Wealth Advisors
Utah
$5 – – –
WP
405
WMS Partners
Maryland
– -$8.25M -199,812 Closed
Citadel Advisors
406
Citadel Advisors
Florida
– -$7.69M -186,241 Closed
WCM
407
Wealthcare Capital Management
Virginia
– -$1.91M -46,264 Closed
BWG
408
Beta Wealth Group
California
– -$615K -14,904 Closed
JWCA
409
J.W. Cole Advisors
Florida
– -$332K -8,048 Closed
FWMP
410
Foundation Wealth Management (Pennsylvania)
Pennsylvania
– -$311K -7,532 Closed
KCM
411
KM Capital Management
Texas
– -$306K -7,414 Closed
TH
412
Team Hewins
California
– -$298K -7,210 Closed
AWM
413
Able Wealth Management
New Jersey
– -$284K -6,870 Closed
SCM
414
Saxony Capital Management
Missouri
– -$275K -6,665 Closed
KFSC
415
Keystone Financial Services (Colorado)
Colorado
– -$244K -5,914 Closed
Thrivent Financial for Lutherans
416
Thrivent Financial for Lutherans
Minnesota
– -$229K -5,553 Closed
JSW
417
Journey Strategic Wealth
New Jersey
– -$214K -5,190 Closed
CAS
418
Coppell Advisory Solutions
Texas
– -$124K -2,993 Closed
TWC
419
TD Waterhouse Canada
Ontario, Canada
– -$98.6K -2,391 Closed
BlackRock
420
BlackRock
New York
– -$46.9K -1,136 Closed
CA
421
Clearstead Advisors
Ohio
– -$23.3K -564 Closed
Jones Financial Companies
422
Jones Financial Companies
Missouri
– -$3.8K -92 Closed
MCM
423
MAI Capital Management
Ohio
– -$2.45K -59 Closed
Fidelity Investments
424
Fidelity Investments
Massachusetts
– -$83 -2 Closed