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Dimensional Core Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
451
Compass Ion Advisors
Pennsylvania
$220K +$888 +21 +0.4%
BDWCC
452
B&D White Capital Company
Texas
$220K – – –
KWM
453
Kingsview Wealth Management
Oregon
$220K +$220K +5,211 New
CAM
454
Clark Asset Management
New Hampshire
$220K +$220K +5,207 New
IFG
455
Independent Financial Group
California
$217K -$7.52K -178 -3%
UBS Group
456
UBS Group
Switzerland
$215K +$143K +3,382 +197%
EC
457
Eaton-Cambridge
Arizona
$215K -$5.37K -127 -2%
AFA
458
Amicus Financial Advisors
Texas
$214K -$19.9K -470 -8%
NL
459
NWAM LLC
Washington
$213K +$213K +5,045 New
AQR Capital Management
460
AQR Capital Management
Connecticut
$206K – – –
CIA
461
Caerus Investment Advisors
Texas
$206K – – –
MEG
462
Millstone Evans Group
Colorado
$206K -$5.41K -128 -3%
SL
463
Salomon & Ludwin
Virginia
$170K – – –
SPIA
464
Steward Partners Investment Advisory
New York
$169K -$83.4K -1,973 -33%
AAM
465
Advisors Asset Management
Colorado
$165K +$165K +3,898 New
Fifth Third Bancorp
466
Fifth Third Bancorp
Ohio
$161K +$45.5K +1,077 +39%
RF
467
Rossby Financial
Florida
$149K -$36.1K -853 -19%
MFS
468
Montgomery Financial Services
Maryland
$143K +$143K +3,388 New
CF
469
Centaurus Financial
California
$133K – – –
GRP
470
Global Retirement Partners
California
$119K +$120K +2,829 New
TWM
471
Topsail Wealth Management
North Carolina
$119K +$37.2K +881 +46%
BTI
472
Blue Trust Inc
Georgia
$115K +$6.68K +158 +6%
Wells Fargo
473
Wells Fargo
California
$107K +$103K +2,446 +2,471%
FVIM
474
Fort Vancouver Investment Management
Washington
$106K +$1.77K +42 +2%
NRG
475
Nemes Rush Group
Michigan
$99K -$13.5K -319 -12%