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Dimensional Core Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
426
Plotkin Financial Advisors
Maryland
$294K +$58.5K +1,384 +25%
WA
427
Waverly Advisors
Alabama
$289K – – –
PFGIA
428
Patriot Financial Group Insurance Agency
Massachusetts
$285K -$286K -6,762 -50%
DWM
429
Dopkins Wealth Management
New York
$284K -$1.65K -39 -0.6%
RA
430
Rise Advisors
New York
$276K +$2.75K +65 +1%
BEW
431
Burton Enright Welch
California
$262K +$3.25K +77 +1%
CMBA
432
C.M. Bidwell & Associates
Hawaii
$258K – – –
FWI
433
Facet Wealth Inc
Maryland
$255K -$88.8K -2,100 -26%
Nuveen
434
Nuveen
North Carolina
$254K +$255K +6,026 New
TIA
435
TCFG Investment Advisors
California
$251K +$31.2K +738 +14%
PCI
436
Planning Center Inc
Illinois
$247K – – –
CFO
437
CVA Family Office
Colorado
$247K -$8.03K -190 -3%
TCIIS
438
TIAA-CREF Individual & Institutional Services
New York
$246K +$247K +5,833 New
LBC
439
Lane Brothers & Co
Arizona
$245K – – –
NCM
440
New Capital Management
Texas
$243K – – –
RFA
441
Reyes Financial Architecture
California
$243K -$59.5K -1,407 -20%
KWA
442
Kingswood Wealth Advisors
California
$241K +$241K +5,699 New
IA
443
Inspire Advisors
Idaho
$236K +$237K +5,596 New
FWP
444
Forefront Wealth Partners
Texas
$231K +$231K +5,473 New
BCA
445
Bay Capital Advisors
Virginia
$231K +$5.92K +140 +3%
KFSC
446
Keystone Financial Services (Colorado)
Colorado
$230K +$4.61K +109 +2%
BFG
447
Birch Financial Group
New Hampshire
$229K +$230K +5,431 New
PB
448
Prosperity Bancshares
Texas
$228K +$228K +5,402 New
GWL
449
Generations Wealth LLC
Ohio
$226K -$372K -8,807 -62%
OFS
450
OneAscent Financial Services
Alabama
$223K +$223K +5,278 New