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Dimensional Core Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
151
Physician Wealth Advisors
Utah
$331K +$62.3K +1,473 +23%
AFS
152
Annapolis Financial Services
Maryland
$330K +$67K +1,584 +26%
FPCG
153
Forum Private Client Group
Indiana
$318K
KP
154
Keel Point
Alabama
$307K -$480K -11,345 -61%
MC
155
Matisse Capital
Oregon
$306K +$304K +7,200 New
ALWM
156
Andrews Lucia Wealth Management
California
$303K +$66.4K +1,570 +28%
SS
157
Simplicity Solutions
Minnesota
$301K +$8.29K +196 +3%
TIM
158
Tortoise Investment Management
New York
$289K -$47.9K -1,132 -14%
BTWM
159
Baker Tilly Wealth Management
Wisconsin
$287K
IA
160
IFP Advisors
Florida
$278K -$32K -758 -12%
CC
161
Copperleaf Capital
North Carolina
$274K +$273K +6,457 New
MA
162
Mutual Advisors
Nebraska
$264K +$29.9K +706 +13%
WG
163
Watchman Group
Texas
$263K
WAP
164
Wealthcare Advisory Partners
Pennsylvania
$262K +$260K +6,160 New
Renaissance Technologies
165
Renaissance Technologies
New York
$261K +$260K +6,140 New
VFP
166
Verus Financial Partners
Virginia
$259K +$256K +6,062 New
SDWIA
167
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$219K +$218K +5,157 New
UBS Group
168
UBS Group
Switzerland
$187K +$186K +4,410 New
2L
169
25 LLC
Missouri
$138K +$138K +3,255 New
FFA
170
Farther Finance Advisors
California
$114K +$71K +1,680 +168%
BAM
171
Belpointe Asset Management
Nevada
$110K
CFGS
172
Concourse Financial Group Securities
Alabama
$110K +$109K +2,587 New
PA
173
Parallel Advisors
California
$88.8K +$88.3K +2,089 New
CT
174
Colonial Trust
South Carolina
$58.3K +$58K +1,372 New
AWM
175
Aspire Wealth Management
Massachusetts
$55.4K +$25.2K +595 +84%