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Dimensional Core Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMP
151
Coston McIsaac & Partners
Maine
$11.4M +$1.87M +44,289 +20%
SWM
152
SpringVest Wealth Management
Texas
$11.1M -$239K -5,653 -2%
Corient Private Wealth
153
Corient Private Wealth
Florida
$11M +$1.03M +24,452 +10%
SHFA
154
SC&H Financial Advisors
Maryland
$10.6M +$1M +23,738 +10%
SF
155
SeedSafe Financial
Texas
$10.6M +$720K +17,042 +7%
BHWM
156
Beacon Hill Wealth Management
$10.4M +$10.4M +246,146 New
AA
157
ArborFi Advisors
Michigan
$10.3M +$442K +10,467 +4%
PCA
158
Prosperity Capital Advisors
Ohio
$10.3M +$1.03M +24,267 +11%
KFAS
159
Keating Financial Advisory Services
Kansas
$10.2M +$2.69M +63,676 +36%
Mariner
160
Mariner
Kansas
$9.93M -$2.01M -47,520 -17%
LWA
161
Ledgewood Wealth Advisors
New Hampshire
$9.93M -$592K -14,017 -6%
UWM
162
United Wealth Management
Virginia
$9.69M +$171K +4,043 +2%
BFG
163
Berger Financial Group
Minnesota
$9.39M -$971K -22,973 -9%
Focus Partners Wealth
164
Focus Partners Wealth
Massachusetts
$9.31M +$219K +5,181 +2%
SEIA
165
Signature Estate & Investment Advisors
California
$9.16M +$2.2M +51,941 +31%
ARA
166
Approach Retirement Advisors
Alabama
$9.05M +$1.65M +39,083 +22%
CFD
167
Creative Financial Designs
Indiana
$8.95M +$8.96M +211,959 +141,306%
AFA
168
AA Financial Advisors
Ohio
$8.92M +$223K +5,287 +3%
Creative Planning
169
Creative Planning
Kansas
$8.87M -$521K -12,325 -6%
WDG
170
Wealth Dimensions Group
Ohio
$8.74M -$830K -19,637 -9%
KIM
171
Kestra Investment Management
Texas
$8.67M -$5.51M -130,438 -39%
TFP
172
Triune Financial Partners
Kansas
$8.25M +$3.11M +73,588 +60%
HIG
173
Heritage Investment Group
Florida
$8.22M +$194K +4,583 +2%
BHWM
174
Bay Harbor Wealth Management
Maryland
$8.11M +$205K +4,838 +3%
LI
175
LVZ Inc
Michigan
$8.04M +$562K +13,307 +8%