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Dimensional Core Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPI
76
Financial Plan Inc
Washington
$21.5M +$2.46M +57,595 +13%
DWM
77
Diversify Wealth Management
Utah
$21.4M +$5.02M +117,662 +30%
VWM
78
Vermillion Wealth Management
Minnesota
$20.8M -$1.19M -27,943 -5%
HI
79
Harbour Investments
Wisconsin
$20.5M +$8.88M +208,179 +75%
AFO
80
Aurelius Family Office
New Hampshire
$20.3M +$953K +22,338 +5%
MWP
81
Moller Wealth Partners
$20.2M +$1.88M +44,121 +10%
NA
82
Note Advisors
New York
$20.1M +$1.49M +35,010 +8%
BWA
83
Babb Wealth Advisors
Arizona
$19.5M +$1.33M +31,115 +7%
4WM
84
49 Wealth Management
Texas
$19.4M +$19.6M +459,894 New
BCM
85
Blume Capital Management
California
$19.3M +$1.29M +30,237 +7%
MWM
86
Momentous Wealth Management
Washington
$19.2M +$409K +9,594 +2%
RWP
87
Revolve Wealth Partners
New Jersey
$18.3M +$353K +8,272 +2%
CPIG
88
Chicago Partners Investment Group
Illinois
$18.3M +$863K +20,218 +5%
SFA
89
Sequoia Financial Advisors
Ohio
$18.1M -$2.53M -59,343 -12%
RFP
90
RCS Financial Planning
Maryland
$17.4M +$378K +8,869 +2%
RG
91
RHL Group
Michigan
$17.1M +$17.2M +403,717 +59,023%
GWMT
92
Guardian Wealth Management (Tennessee)
Tennessee
$17M +$1.55M +36,302 +10%
VWWMG
93
Vermillion & White Wealth Management Group
Pennsylvania
$16.9M +$154K +3,620 +0.9%
Osaic Holdings
94
Osaic Holdings
Arizona
$16.8M -$4.71M -110,393 -22%
RWM
95
Riverchase Wealth Management
Texas
$16.7M +$1.51M +35,484 +10%
BWMG
96
Bannerman Wealth Management Group
Texas
$16.5M -$157K -3,690 -0.9%
Bank of America
97
Bank of America
North Carolina
$16.2M +$4.92M +115,366 +43%
IA
98
Integrity Alliance
Iowa
$15.8M -$834K -19,536 -5%
RA
99
Rational Advisors
New York
$15.6M -$86.4K -2,024 -0.5%
Truist Financial
100
Truist Financial
North Carolina
$15.6M +$1.69M +39,665 +12%