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Dimensional Global Core Plus Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KF
26
Krilogy Financial
Missouri
$1.94M +$847K +16,049 +78%
MWP
27
Meredith Wealth Planning
Illinois
$1.73M +$1.51M +28,596 +705%
GWM
28
Grand Wealth Management
Michigan
$1.52M -$102K -1,928 -6%
AC
29
Applied Capital
Arkansas
$1.35M +$377K +7,139 +39%
KAS
30
Kestra Advisory Services
Texas
$1.32M +$759K +14,385 +136%
VF
31
Virtu Financial
New York
$1.24M +$1.23M +23,333 New
TWCA
32
Two West Capital Advisors
Kansas
$956K +$954K +18,061 New
BOSSRA
33
B.O.S.S. Retirement Advisors
Utah
$923K +$921K +17,450 New
AIS
34
American Investment Services
Massachusetts
$818K +$189K +3,583 +30%
MWM
35
Mattern Wealth Management
Kansas
$587K +$585K +11,090 New
RLIM
36
Red Lighthouse Investment Management
New York
$488K +$347K +6,566 +246%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$405K +$404K +7,651 New
SDWIA
38
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$391K +$77.1K +1,460 +25%
Betterment LLC
39
Betterment LLC
New York
$388K +$387K +7,330 New
GM
40
GeoWealth Management
Illinois
$378K +$296K +5,616 +367%
BCI
41
Brinker Capital Investments
Pennsylvania
$373K +$373K +7,057 New
OPS
42
Orion Portfolio Solutions
Nebraska
$373K +$373K +7,057 New
HKIMG
43
Hutchens & Kramer Investment Management Group
Indiana
$330K +$116K +2,192 +54%
PWM
44
PBMares Wealth Management
Virginia
$242K +$242K +4,578 New
APC
45
Aspire Private Capital
North Carolina
$239K +$24K +455 +11%
PFM
46
Phillips Financial Management
Indiana
$159K -$80.6K -1,527 -34%
OLVIG
47
Oliver Lagore Vanvalin Investment Group
Michigan
$65.2K +$65K +1,232 New
IC
48
Innealta Capital
Texas
$45.4K +$45.4K +859 New
Comerica Bank
49
Comerica Bank
Texas
$26.9K +$106 +2 +0.4%
Osaic Holdings
50
Osaic Holdings
Arizona
$22.6K +$7.18K +136 +47%