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Dimensional Core Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SS
176
Simplicity Solutions
Minnesota
$945K +$214K +5,222 +31%
GTAM
177
Global Trust Asset Management
Florida
$917K -$204K -4,980 -19%
TFP
178
Triune Financial Partners
Kansas
$905K +$15.3K +374 +2%
SIS
179
Strategic Investment Solutions
Illinois
$902K -$33.8M -826,765 -97%
GVAG
180
Great Valley Advisor Group
Delaware
$874K +$58K +1,417 +7%
PFGIA
181
Patriot Financial Group Insurance Agency
Massachusetts
$840K +$333K +8,143 +70%
OFA
182
Onyx Financial Advisors
Idaho
$807K +$11.9K +292 +2%
AIS
183
American Investment Services
Massachusetts
$801K +$278K +6,797 +56%
CTWM
184
Cherry Tree Wealth Management
Minnesota
$779K +$752K +18,384 New
PHWM
185
Pine Harbor Wealth Management
Maryland
$715K +$689K +16,857 New
EWA
186
Elevate Wealth Advisory
Georgia
$706K +$681K +16,655 New
WP
187
WealthShield Partners
North Carolina
$697K -$83.6K -2,045 -11%
MWM
188
Modera Wealth Management
New Jersey
$682K +$10.5K +256 +2%
FOA
189
Five Oceans Advisors
California
$678K -$21.8K -534 -3%
LEFP
190
Leading Edge Financial Planning
Tennessee
$654K -$72.8K -1,780 -10%
TC
191
TownSquare Capital
Utah
$635K -$385K -9,406 -39%
Envestnet Portfolio Solutions
192
Envestnet Portfolio Solutions
Illinois
$632K +$60.6K +1,481 +11%
AF
193
Advisornet Financial
Minnesota
$626K +$285K +6,975 +89%
ELM
194
Elite Life Management
Florida
$619K +$597K +14,599 New
BIG
195
Builder Investment Group
Georgia
$612K +$5.4K +132 +0.9%
DWM
196
Drive Wealth Management
Utah
$597K +$576K +14,071 New
BFA
197
Beacon Financial Advisory
Ohio
$590K +$2.45K +60 +0.4%
FCM
198
Family Capital Management
Michigan
$585K +$564K +13,800 New
RJT
199
Raymond James Trust
Florida
$583K
IA
200
IFP Advisors
Florida
$570K +$250K +6,112 +83%