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Dimensional Core Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
201
Elevate Wealth Advisory
Georgia
$664K -$34.4K -820 -5%
Envestnet Portfolio Solutions
202
Envestnet Portfolio Solutions
Illinois
$650K +$24.7K +589 +4%
BIG
203
Builder Investment Group
Georgia
$649K +$43K +1,024 +7%
FS
204
Financial Symmetry
North Carolina
$647K +$648K +15,427 New
DPI
205
Diversified Portfolios Inc
Michigan
$646K +$392K +9,348 +155%
CP
206
Canopy Partners
Ohio
$602K +$602K +14,348 New
VHAM
207
Van Hulzen Asset Management
California
$600K +$35.3K +841 +6%
BFA
208
Beacon Financial Advisory
Ohio
$581K -$2.65K -63 -0.5%
RJT
209
Raymond James Trust
Florida
$572K -$4.91K -117 -0.9%
FOA
210
Five Oceans Advisors
California
$553K -$118K -2,811 -18%
BWG
211
Beta Wealth Group
California
$533K +$59.4K +1,415 +13%
IA
212
IFP Advisors
Florida
$524K -$40.6K -966 -7%
SPC
213
Sigma Planning Corp
Michigan
$519K +$295K +7,017 +131%
LG
214
LAM Group
Oregon
$503K +$475K +11,305 +1,650%
DWM
215
Drive Wealth Management
Utah
$491K -$99.8K -2,378 -17%
FFWA
216
Forthright Family Wealth Advisory
Texas
$488K +$74.4K +1,771 +18%
CAN
217
Cetera Advisor Networks
California
$477K +$121K +2,873 +34%
GWA
218
Geometric Wealth Advisors
District of Columbia
$457K -$26.8K -638 -6%
Renaissance Technologies
219
Renaissance Technologies
New York
$449K -$66K -1,571 -13%
PF
220
Penney Financial
Texas
$443K +$83.3K +1,985 +23%
MRWM
221
ML&R Wealth Management
Texas
$420K -$20.9K -499 -5%
CW
222
CreativeOne Wealth
Kansas
$408K +$408K +9,720 New
PFBT
223
Parkside Financial Bank & Trust
Missouri
$378K
SW
224
Schulz Wealth
Texas
$364K +$364K +8,677 New
AWM
225
Apollon Wealth Management
South Carolina
$359K +$360K +8,567 New