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Dimensional Core Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
76
Sax Wealth Advisors
New Jersey
$15.5M -$13.7M -327,678 -47%
PWM
77
Parkshore Wealth Management
California
$15.4M +$2.18M +52,309 +17%
Osaic Holdings
78
Osaic Holdings
Arizona
$15.3M -$2.13M -51,162 -12%
CWA
79
Continuum Wealth Advisors
New York
$15.2M +$633K +15,167 +4%
VWWMG
80
Vermillion & White Wealth Management Group
Pennsylvania
$15.1M +$2.28M +54,727 +18%
LWM
81
Liberty Wealth Management
California
$14.9M +$1.5M +35,948 +11%
BWMG
82
Bannerman Wealth Management Group
Texas
$14.8M -$2.45M -58,710 -14%
DWM
83
Diversify Wealth Management
Utah
$14.8M +$1.49M +35,638 +11%
SWM
84
Sterling Wealth Management
Illinois
$14.8M +$14.6M +349,249 New
DC
85
Davenport & Co
Virginia
$14.6M -$2.77M -66,358 -16%
DP
86
Divergent Planning
Maryland
$14.5M +$958K +22,978 +7%
C1AG
87
Client 1st Advisory Group
Florida
$14.3M -$91.9K -2,204 -0.6%
MWM
88
Mattern Wealth Management
Kansas
$14.3M -$522K -12,524 -4%
RWM
89
Riverchase Wealth Management
Texas
$14.1M +$748K +17,939 +6%
BWA
90
Babb Wealth Advisors
Arizona
$13.9M +$831K +19,914 +6%
MSWM
91
Master's Wealth Management
Pennsylvania
$13.8M +$712K +17,079 +6%
LFGO
92
Legacy Financial Group (Oklahoma)
Oklahoma
$12.5M +$804K +19,290 +7%
FPAS
93
Focus Partners Advisor Solutions
Missouri
$12.2M +$206K +4,929 +2%
KPP
94
Kings Path Partners
Texas
$12.1M +$648K +15,532 +6%
Truist Financial
95
Truist Financial
North Carolina
$12.1M +$592K +14,187 +5%
DWM
96
Daner Wealth Management
Georgia
$11.9M +$11.7M +280,674 New
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$11.9M +$627K +15,043 +6%
CSB
98
City State Bank
Iowa
$11.7M +$335K +8,035 +3%
NA
99
Note Advisors
New York
$11.6M +$3.52M +84,384 +44%
AWM
100
Austin Wealth Management
Texas
$11.5M +$68.7K +1,647 +0.6%