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Dimensional Core Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSWMA
26
Market Street Wealth Management Advisors
Indiana
$65.1M +$2.51M +58,829 +4%
CCMI
27
Creative Capital Management Investments
California
$58M +$5.8M +135,921 +11%
Pathstone Holdings
28
Pathstone Holdings
New Jersey
$57.8M -$937K -21,959 -2%
GM
29
GeoWealth Management
Illinois
$56.3M +$3.99M +93,520 +8%
GLLW
30
Graves Light Lenhart Wealth
Virginia
$54.4M +$5.48M +128,495 +11%
Betterment LLC
31
Betterment LLC
New York
$53.1M +$3.29M +77,078 +7%
RIM
32
RW Investment Management
Idaho
$52.4M +$53M +1,241,844 New
SCA
33
Strathmore Capital Advisors
North Carolina
$51.1M +$3.34M +78,343 +7%
HA
34
Heffernan Advisory
Arizona
$49.5M +$827K +19,394 +2%
LPL Financial
35
LPL Financial
California
$47.2M +$1.2M +28,018 +3%
Raymond James Financial
36
Raymond James Financial
Florida
$45M +$5.57M +130,514 +14%
PFA
37
Pure Financial Advisors
California
$44.2M +$2.14M +50,103 +5%
HSA
38
HBK Sorce Advisory
Pennsylvania
$42.2M -$516K -12,089 -1%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$39.9M +$12.4M +290,903 +45%
UWPG
40
Ullmann Wealth Partners Group
Florida
$38.6M +$1.64M +38,341 +4%
AC
41
Annandale Capital
Texas
$36.8M +$1.28M +30,074 +4%
ACM
42
Aspen Capital Management
Idaho
$34.8M +$3.16M +74,118 +10%
GOCP
43
Great Oak Capital Partners
Massachusetts
$34.5M +$2.06M +48,366 +6%
TWC
44
Tencap Wealth Coaching
Utah
$33.4M +$1.03M +24,207 +3%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$33.3M -$165K -3,870 -0.5%
HIA
46
HFM Investment Advisors
New Jersey
$33.3M +$3.02M +70,870 +10%
OCG
47
Opus Capital Group
Ohio
$32.3M +$1.18M +27,641 +4%
FPAS
48
Focus Partners Advisor Solutions
Missouri
$32M +$21.8M +510,922 +207%
BWS
49
BCR Wealth Strategies
Alabama
$31.7M +$2.97M +69,529 +10%
DAS
50
Dynamic Advisor Solutions
Arizona
$31.2M +$130K +3,047 +0.4%