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Dimensional Core Fixed Income ETF
DFCF

Name Holding Trade Value Shares
Change 		Change in
Stake
GTAM
201
Global Trust Asset Management
Florida
$879K +$166 +4 +0%
SWM
202
Spire Wealth Management
Virginia
$877K +$3.36K +81 +0.4%
AWM
203
Ariadne Wealth Management
California
$869K +$867K +20,919 New
HSG
204
Helen Stephens Group
Texas
$857K +$112K +2,708 +15%
OA
205
Oceanside Advisors
South Carolina
$846K -$95.6K -2,308 -10%
SAM
206
Smartleaf Asset Management
Massachusetts
$798K -$400K -9,651 -34%
AHL
207
Abel Hall LLC
Louisiana
$780K -$2.49M -60,162 -76%
BPWM
208
Black Point Wealth Management
Florida
$772K +$770K +18,586 New
AIS
209
American Investment Services
Massachusetts
$756K -$139K -3,355 -16%
IAG
210
Investment Advisory Group
Massachusetts
$703K +$4.64K +112 +0.7%
CAG
211
Csenge Advisory Group
Florida
$701K +$699K +16,877 New
BA
212
Bridge Advisory
California
$696K -$464K -11,207 -40%
BIG
213
Builder Investment Group
Georgia
$687K +$44.3K +1,069 +7%
LSIA
214
LaSalle St. Investment Advisors
Illinois
$684K +$682K +16,465 New
CC
215
Copperleaf Capital
North Carolina
$683K +$9.78K +236 +1%
WA
216
Waverly Advisors
Alabama
$682K -$445K -10,742 -40%
MWM
217
Modera Wealth Management
New Jersey
$675K – – –
EWA
218
Elevate Wealth Advisory
Georgia
$638K -$19.6K -472 -3%
IA
219
IFP Advisors
Florida
$617K +$98.3K +2,372 +19%
PFGIA
220
Patriot Financial Group Insurance Agency
Massachusetts
$608K -$309K -7,454 -34%
VHAM
221
Van Hulzen Asset Management
California
$599K +$5.05K +122 +0.9%
WTA
222
Washington Trust Advisors
Massachusetts
$581K +$368K +8,883 +174%
RJT
223
Raymond James Trust
Florida
$567K – – –
BFA
224
Beacon Financial Advisory
Ohio
$565K -$10.9K -263 -2%
FOA
225
Five Oceans Advisors
California
$536K -$11.6K -279 -2%
7 8
9
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