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Dimensional Core Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
AE Wealth Management
Kansas
$16.7M +$144K +3,466 +0.9%
IWC
52
Integrated Wealth Concepts
Massachusetts
$16.3M -$12.1M -292,200 -43%
PWM
53
PBMares Wealth Management
Virginia
$16M +$5.45M +131,420 +52%
THL
54
Tillman Hartley LLC
Colorado
$15.8M +$2.36M +57,000 +18%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$15.7M -$3.34M -80,679 -18%
KF
56
Krilogy Financial
Missouri
$15.6M +$2.68M +64,730 +21%
JP Morgan Chase
57
JP Morgan Chase
New York
$14.3M -$1.51M -36,497 -10%
C1AG
58
Client 1st Advisory Group
Florida
$14.2M +$1.45M +35,003 +11%
MWP
59
Moller Wealth Partners
$13.6M +$400K +9,646 +3%
DC
60
Davenport & Co
Virginia
$13.3M +$13.2M +319,453 New
CPIG
61
Chicago Partners Investment Group
Illinois
$12.8M +$4.95M +119,346 +65%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$12.7M +$1.4M +33,875 +12%
DWM
63
Diversify Wealth Management
Utah
$12.4M +$12M +289,281 New
LWM
64
Liberty Wealth Management
California
$12.4M +$24.9M +600,651 +205%
RWM
65
Ruedi Wealth Management
Illinois
$12M -$3.2M -77,203 -21%
DP
66
Divergent Planning
Maryland
$11.6M +$1.8M +43,522 +19%
APC
67
Asset Planning Corporation
Tennessee
$11.4M +$704K +16,980 +7%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$10.7M +$2.58M +62,198 +32%
NCM
69
New Capital Management
Texas
$10M -$190K -4,585 -2%
PWMG
70
Pioneer Wealth Management Group
Texas
$9.2M +$229K +5,520 +3%
HWMT
71
Heritage Wealth Management (Texas)
Texas
$9.12M +$877K +21,155 +11%
WP
72
WMS Partners
Maryland
$8.8M -$776K -18,736 -8%
VAS
73
Vestmark Advisory Solutions
Massachusetts
$8.79M +$90.7K +2,188 +1%
FWS
74
FinDec Wealth Services
California
$8.68M +$2.05M +49,366 +31%
AWM
75
Austin Wealth Management
Texas
$8.67M +$290K +6,989 +4%