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Dimensional Global Core Plus Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SDWIA
26
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.68M +$2.24M +41,323 +559%
GWM
27
Grand Wealth Management
Michigan
$2.46M +$855K +15,780 +55%
KAS
28
Kestra Advisory Services
Texas
$2.41M +$1.02M +18,782 +75%
KF
29
Krilogy Financial
Missouri
$2.29M +$260K +4,800 +13%
Jane Street
30
Jane Street
New York
$2.16M +$81.7K +1,507 +4%
AC
31
Applied Capital
Arkansas
$1.88M +$461K +8,507 +33%
FWP
32
Firethorn Wealth Partners
Georgia
$1.86M -$168K -3,108 -8%
AIS
33
American Investment Services
Massachusetts
$1.47M +$607K +11,200 +72%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$1.24M +$804K +14,834 +194%
TWM
35
TCFG Wealth Management
California
$1.22M +$1.2M +22,097 New
CW
36
CreativeOne Wealth
Kansas
$1.15M +$1.13M +20,827 New
TWCA
37
Two West Capital Advisors
Kansas
$1.14M +$139K +2,565 +14%
RLIM
38
Red Lighthouse Investment Management
New York
$1.1M +$581K +10,714 +116%
MHB
39
Midwest Heritage Bank
Iowa
$1.04M +$1.02M +18,899 New
BOSSRA
40
B.O.S.S. Retirement Advisors
Utah
$1.01M +$47.2K +870 +5%
MWM
41
Mattern Wealth Management
Kansas
$951K +$334K +6,171 +56%
VF
42
Virtu Financial
New York
$834K -$444K -8,199 -35%
TIAM2
43
Tru Independence Asset Management 2
Oregon
$822K +$809K +14,920 New
GM
44
GeoWealth Management
Illinois
$796K +$396K +7,301 +102%
Betterment LLC
45
Betterment LLC
New York
$653K +$246K +4,530 +62%
RJA
46
Raymond James & Associates
Florida
$627K +$617K +11,384 New
CSB
47
City State Bank
Iowa
$485K +$477K +8,800 New
Citigroup
48
Citigroup
New York
$465K +$457K +8,437 New
SWA
49
Sax Wealth Advisors
New Jersey
$432K +$425K +7,835 New
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$383K +$377K +6,953 New