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Dimensional Core Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SGFG
501
Silver Grove Financial Group
New York
$6.67K -$60.4K -1,428 -90%
CIA
502
Cape Investment Advisory
Georgia
$4.22K +$4.23K +100 New
Bank of Montreal
503
Bank of Montreal
Ontario, Canada
$3.71K
CPA
504
Cardiff Park Advisors
California
$3.29K
TCM
505
Tradewinds Capital Management
Washington
$3.22K -$53.9K -1,275 -94%
GIL
506
Go Invest LLC
Utah
$2.22K +$465 +11 +26%
Q1WB
507
Quest 10 Wealth Builders
Virginia
$1.6K
GTAM
508
Global Trust Asset Management
Florida
$1.31K
DJSG
509
D.J. St. Germain
Massachusetts
$44 +$42 +1 New
VWA
510
Valued Wealth Advisors
Utah
$6
EC
511
Estate Counselors
Wisconsin
-$8.69M -205,869 Closed
FTUS
512
Flow Traders U.S.
New York
-$3.11M -73,607 Closed
GWM
513
GK Wealth Management
Nevada
-$2.94M -69,787 Closed
BJB
514
Broadhurst Jeffrey B
-$2.31M -54,690 Closed
GFM
515
GEN Financial Management
Minnesota
-$1.01M -23,968 Closed
PRS
516
Pinkerton Retirement Specialists
Idaho
-$848K -19,924 Closed
Jane Street
517
Jane Street
New York
-$737K -17,457 Closed
FSWA
518
Financial Synergies Wealth Advisors
Texas
-$452K -10,701 Closed
5NPW
519
55 North Private Wealth
Florida
-$305K -7,231 Closed
PCM
520
Passive Capital Management
Maryland
-$273K -6,475 Closed
XT
521
XTX Topco
Cayman Islands
-$262K -6,198 Closed
IAA
522
Independent Advisor Alliance
North Carolina
-$253K -5,994 Closed
SFS
523
Security Financial Services
Indiana
-$214K -5,078 Closed
CAM
524
Concorde Asset Management
Michigan
-$214K -5,071 Closed
CFG
525
Clayton Financial Group
Missouri
-$104K -2,471 Closed