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Dimensional Core Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
176
TCI Wealth Advisors
Arizona
$52.4K -$43.1K -1,020 -45%
GWM
177
Grand Wealth Management
Michigan
$45K
Wells Fargo
178
Wells Fargo
California
$41.5K +$41.3K +977 New
LF
179
Lee Financial
Texas
$37.7K +$12K +283 +47%
BCM
180
Blume Capital Management
California
$34K +$8.46K +200 +33%
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$32K -$338 -8 -1%
CFD
182
Creative Financial Designs
Indiana
$21.4K
BHWM
183
Beaird Harris Wealth Management
Texas
$10.4K +$10.3K +244 New
OLVIG
184
Oliver Lagore Vanvalin Investment Group
Michigan
$4.8K +$4.78K +113 New
AF
185
Advisornet Financial
Minnesota
$3.91K
GA
186
GoalVest Advisory
New York
$1.4K +$1.4K +33 New
ASN
187
Advisory Services Network
Georgia
$50
Fidelity Investments
188
Fidelity Investments
Massachusetts
$43
CWP
189
Concord Wealth Partners
Virginia
$36 -$85 -2 -67%
GWA
190
Geometric Wealth Advisors
District of Columbia
-$310K -7,466 Closed
FFM
191
Flagstone Financial Management
Nebraska
-$301K -7,239 Closed
SPA
192
Shore Point Advisors
New Jersey
-$260K -6,265 Closed
TWP
193
Tempus Wealth Planning
California
-$249K -6,004 Closed
HighTower Advisors
194
HighTower Advisors
Illinois
-$226K -5,447 Closed
TCA
195
Transcend Capital Advisors
New Jersey
-$220K -5,288 Closed
CAM
196
Concorde Asset Management
Michigan
-$205K -4,947 Closed
CAS
197
Coppell Advisory Solutions
Texas
-$71.9K -1,731 Closed
CASC
198
Coppell Advisory Solutions Corp
Texas
-$71.9K -1,731 Closed
BCMIO
199
Beacon Capital Management Inc (Ohio)
Ohio
-$3.22K -78 Closed