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Dimensional Core Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWS
501
Buck Wealth Strategies
Colorado
$9.23K +$9.26K +219 New
EWM
502
Evolution Wealth Management
Florida
$7.68K +$7.69K +182 New
SGFG
503
Silver Grove Financial Group
New York
$6.67K -$60.4K -1,428 -90%
CIA
504
Cape Investment Advisory
Georgia
$4.22K +$4.23K +100 New
Bank of Montreal
505
Bank of Montreal
Ontario, Canada
$3.71K – – –
CPA
506
Cardiff Park Advisors
California
$3.29K – – –
TCM
507
Tradewinds Capital Management
Washington
$3.22K -$53.9K -1,275 -94%
GIL
508
Go Invest LLC
Utah
$2.22K +$465 +11 +26%
Q1WB
509
Quest 10 Wealth Builders
Virginia
$1.6K – – –
GTAM
510
Global Trust Asset Management
Florida
$1.31K – – –
DJSG
511
D.J. St. Germain
Massachusetts
$44 +$42 +1 New
VWA
512
Valued Wealth Advisors
Utah
$6 – – –
EC
513
Estate Counselors
Wisconsin
– -$8.69M -205,869 Closed
FTUS
514
Flow Traders U.S.
New York
– -$3.11M -73,607 Closed
GWM
515
GK Wealth Management
Nevada
– -$2.94M -69,787 Closed
BJB
516
Broadhurst Jeffrey B
– -$2.31M -54,690 Closed
GFM
517
GEN Financial Management
Minnesota
– -$1.01M -23,968 Closed
PRS
518
Pinkerton Retirement Specialists
Idaho
– -$848K -19,924 Closed
Jane Street
519
Jane Street
New York
– -$737K -17,457 Closed
FSWA
520
Financial Synergies Wealth Advisors
Texas
– -$452K -10,701 Closed
5NPW
521
55 North Private Wealth
Florida
– -$305K -7,231 Closed
PCM
522
Passive Capital Management
Maryland
– -$273K -6,475 Closed
XT
523
XTX Topco
Cayman Islands
– -$262K -6,198 Closed
IAA
524
Independent Advisor Alliance
North Carolina
– -$253K -5,994 Closed
SFS
525
Security Financial Services
Indiana
– -$214K -5,078 Closed