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Dimensional Core Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
151
Mendota Financial Group
Wisconsin
$624K +$127K +3,015 +25%
SWM
152
Spire Wealth Management
Virginia
$588K +$13.6K +323 +2%
BFA
153
Beacon Financial Advisory
Ohio
$549K +$46.1K +1,091 +9%
BIG
154
Builder Investment Group
Georgia
$543K +$104K +2,472 +23%
VHAM
155
Van Hulzen Asset Management
California
$527K +$7.77K +184 +1%
RJT
156
Raymond James Trust
Florida
$523K
US Bancorp
157
US Bancorp
Minnesota
$497K
AIS
158
American Investment Services
Massachusetts
$493K +$73K +1,729 +17%
CPA
159
Cardiff Park Advisors
California
$422K +$2.66K +63 +0.6%
WAP
160
Wealthcare Advisory Partners
Pennsylvania
$414K +$159K +3,758 +61%
PFBT
161
Parkside Financial Bank & Trust
Missouri
$376K +$381K +9,022 New
FFA
162
Farther Finance Advisors
California
$359K +$250K +5,931 +221%
CW
163
CreativeOne Wealth
Kansas
$358K +$362K +8,587 New
Creative Planning
164
Creative Planning
Kansas
$350K +$354K +8,377 New
ALWM
165
Andrews Lucia Wealth Management
California
$341K +$44.2K +1,047 +15%
TC
166
TownSquare Capital
Utah
$333K -$65.6K -1,555 -16%
PWA
167
Physician Wealth Advisors
Utah
$327K
IWA
168
Intercontinental Wealth Advisors
Texas
$323K -$26.3K -622 -7%
KSWA
169
Kathleen S. Wright Associates
Pennsylvania
$317K +$321K +7,600 New
FPCG
170
Forum Private Client Group
Indiana
$312K
MC
171
Matisse Capital
Oregon
$300K
BTWM
172
Baker Tilly Wealth Management
Wisconsin
$282K
CAM
173
Concorde Asset Management
Michigan
$268K +$271K +6,412 New
VFP
174
Verus Financial Partners
Virginia
$255K +$2.83K +67 +1%
TFA
175
Tobias Financial Advisors
Florida
$248K +$251K +5,954 New