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Dimensional Core Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RLIM
176
Red Lighthouse Investment Management
New York
$1.17M
BA
177
Bridge Advisory
California
$1.17M -$97.5K -2,323 -8%
IA
178
IFG Advisory
Georgia
$1.15M +$71.6K +1,706 +7%
WA
179
Waverly Advisors
Alabama
$1.14M -$46.9K -1,117 -4%
OFA
180
Onyx Financial Advisors
Idaho
$1.09M +$295K +7,026 +37%
SW
181
Simplicity Wealth
New Jersey
$1.08M +$1.08M +25,742 New
BOSSRA
182
B.O.S.S. Retirement Advisors
Utah
$979K -$863K -20,544 -47%
OA
183
Oceanside Advisors
South Carolina
$952K -$45.8K -1,091 -5%
PFGIA
184
Patriot Financial Group Insurance Agency
Massachusetts
$927K +$95.3K +2,271 +11%
AIS
185
American Investment Services
Massachusetts
$904K +$111K +2,649 +14%
TFP
186
Triune Financial Partners
Kansas
$902K +$5.96K +142 +0.7%
GTAM
187
Global Trust Asset Management
Florida
$887K -$20.4K -487 -2%
SWM
188
Spire Wealth Management
Virginia
$882K -$60.1K -1,431 -6%
ELM
189
Elite Life Management
Florida
$880K +$268K +6,389 +44%
GVAG
190
Great Valley Advisor Group
Delaware
$877K +$12.6K +300 +1%
CTWM
191
Cherry Tree Wealth Management
Minnesota
$845K +$73.7K +1,756 +10%
Cetera Investment Advisers
192
Cetera Investment Advisers
Illinois
$839K +$547K +13,022 +186%
GJIA
193
Glass Jacobson Investment Advisors
Maryland
$812K +$486K +11,571 +149%
FCM
194
Family Capital Management
Michigan
$795K +$216K +5,140 +37%
HSG
195
Helen Stephens Group
Texas
$751K +$476K +11,331 +172%
PHWM
196
Pine Harbor Wealth Management
Maryland
$731K +$23.8K +567 +3%
IAG
197
Investment Advisory Group
Massachusetts
$705K +$160K +3,806 +29%
LEFP
198
Leading Edge Financial Planning
Tennessee
$701K +$54.6K +1,300 +8%
MWM
199
Modera Wealth Management
New Jersey
$682K +$7.64K +182 +1%
CC
200
Copperleaf Capital
North Carolina
$680K -$791K -18,834 -54%