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Dimensional Core Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$27M -$385K -9,411 -1%
CCMI
27
Creative Capital Management Investments
California
$26.9M +$4.04M +98,806 +18%
MWM
28
Mattern Wealth Management
Kansas
$26.5M +$11.8M +289,375 +86%
AAP
29
Arax Advisory Partners
Colorado
$25.6M +$790K +19,323 +3%
AWM
30
AE Wealth Management
Kansas
$23.9M +$7.99M +195,324 +52%
RFP
31
RCS Financial Planning
Maryland
$23M +$2.81M +68,770 +15%
PFM
32
Phillips Financial Management
Indiana
$22.8M +$6.05M +147,895 +38%
RFP
33
Root Financial Partners
California
$22.6M +$5.82M +142,232 +36%
RK
34
Rather & Kittrell
Tennessee
$22.4M +$3.22M +78,669 +17%
SWA
35
Sax Wealth Advisors
New Jersey
$22M +$5.24M +128,227 +33%
HighTower Advisors
36
HighTower Advisors
Illinois
$21.5M +$20.7M +506,059 New
BWS
37
BCR Wealth Strategies
Alabama
$20.7M +$436K +10,658 +2%
DAS
38
Dynamic Advisor Solutions
Arizona
$20M +$4.14M +101,316 +27%
GOCP
39
Great Oak Capital Partners
Massachusetts
$19.5M +$18.8M +458,753 New
CIAS
40
CFS Investment Advisory Services
New Jersey
$19M -$1.28M -31,218 -7%
DF
41
DecisionPoint Financial
Arizona
$18.3M +$1.51M +36,885 +9%
FFM
42
Forum Financial Management
Illinois
$17.7M -$2.67M -65,335 -14%
RA
43
Rise Advisors
New York
$17.6M -$7.63M -186,621 -31%
HHWM
44
Hiley Hunt Wealth Management
Nebraska
$17.6M +$17M +415,629 New
SIG
45
Spinnaker Investment Group
California
$17.5M +$1.37M +33,608 +9%
RWM
46
Ruedi Wealth Management
Illinois
$17.5M +$1.87M +45,668 +12%
BPA
47
Beacon Pointe Advisors
California
$17.1M +$1.9M +46,351 +13%
LPL Financial
48
LPL Financial
California
$16.8M +$2.32M +56,841 +17%
Bank of America
49
Bank of America
North Carolina
$16.8M +$6.45M +157,598 +66%
HWM
50
Hemington Wealth Management
Virginia
$16.7M +$16.1M +394,203 New