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Dimensional Core Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UWM
76
USAdvisors Wealth Management
Minnesota
$1.47M +$1.16M +28,027 +380%
AIM
77
Acropolis Investment Management
Missouri
$1.47M -$1.92M -46,420 -57%
CWR
78
Chico Wealth RIA
California
$1.46M +$229K +5,547 +19%
FWP
79
Firethorn Wealth Partners
Georgia
$1.43M +$218K +5,282 +18%
BA
80
Bridge Advisory
California
$1.31M -$1.35M -32,650 -51%
RLIM
81
Red Lighthouse Investment Management
New York
$1.16M +$1.16M +28,000 New
EFL
82
ERn Financial LLC
Wisconsin
$1.16M +$433K +10,481 +60%
KAS
83
Kestra Advisory Services
Texas
$1.16M +$567K +13,704 +97%
EWA
84
EverSource Wealth Advisors
Alabama
$1.15M +$109K +2,626 +10%
LI
85
LVZ Inc
Michigan
$1.13M +$265K +6,416 +31%
DADC
86
D.A. Davidson & Co
Montana
$1.09M -$51.1K -1,236 -4%
HKIMG
87
Hutchens & Kramer Investment Management Group
Indiana
$1.07M +$1.07M +25,887 New
Mariner
88
Mariner
Kansas
$986K +$982K +23,751 New
IWC
89
Integrated Wealth Concepts
Massachusetts
$967K +$963K +23,289 New
SIC
90
Samalin Investment Counsel
New York
$919K +$916K +22,139 New
WAS
91
WESPAC Advisors SoCal
California
$907K +$904K +21,850 New
NA
92
NewEdge Advisors
Louisiana
$896K +$893K +21,587 New
WP
93
WealthShield Partners
North Carolina
$891K +$883K +21,341 New
LEFP
94
Leading Edge Financial Planning
Tennessee
$890K +$887K +21,441 New
BOSSRA
95
B.O.S.S. Retirement Advisors
Utah
$867K +$864K +20,888 New
MFG
96
Mendota Financial Group
Wisconsin
$859K +$856K +20,700 New
FOA
97
Five Oceans Advisors
California
$853K +$160K +3,862 +23%
IA
98
IFG Advisory
Georgia
$800K +$797K +19,279 New
OFA
99
Onyx Financial Advisors
Idaho
$777K +$774K +18,708 New
KP
100
Keel Point
Alabama
$771K +$768K +18,560 New