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Dimensional Global Core Plus Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$4.95M +$2.94M +54,385 +138%
SWM
27
Sanctuary Wealth Management
Idaho
$4.88M +$1.73M +31,971 +53%
Citadel Advisors
28
Citadel Advisors
Florida
$4.25M +$4.04M +74,625 +1,290%
WAN
29
Wealth Advisors Northwest
Oregon
$4.19M +$4.29M +79,405 New
KAS
30
Kestra Advisory Services
Texas
$3.93M +$1.66M +30,619 +70%
AWA
31
Acorn Wealth Advisors
Michigan
$3.91M +$572K +10,574 +17%
ODA
32
One Degree Advisors
California
$3.73M +$410K +7,582 +12%
GWM
33
Grand Wealth Management
Michigan
$3.64M +$1.32M +24,380 +55%
OIA
34
OneDigital Investment Advisors
Kansas
$3.47M -$306K -5,649 -8%
MWP
35
Meredith Wealth Planning
Illinois
$3.38M +$701K +12,959 +25%
JP Morgan Chase
36
JP Morgan Chase
New York
$2.87M +$135K +2,491 +5%
AHL
37
Abel Hall LLC
Louisiana
$2.85M +$139K +2,563 +5%
Truist Financial
38
Truist Financial
North Carolina
$2.79M +$78.8K +1,456 +3%
SDWIA
39
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.77M +$201K +3,710 +8%
OMC
40
Old Mission Capital
Illinois
$2.72M +$2.48M +45,797 +810%
TIAM2
41
Tru Independence Asset Management 2
Oregon
$2.54M +$1.79M +33,162 +222%
KF
42
Krilogy Financial
Missouri
$2.47M +$286K +5,292 +13%
DI
43
Disciplined Investors
Texas
$2.38M +$2.47M +45,683 New
AC
44
Applied Capital
Arkansas
$2.19M +$398K +7,366 +22%
RLIM
45
Red Lighthouse Investment Management
New York
$1.95M +$918K +16,978 +85%
FWP
46
Firethorn Wealth Partners
Georgia
$1.94M +$160K +2,950 +9%
Betterment LLC
47
Betterment LLC
New York
$1.92M +$1.33M +24,532 +207%
GM
48
GeoWealth Management
Illinois
$1.62M +$878K +16,227 +112%
PAS
49
Park Avenue Securities
New York
$1.47M +$1.5M +27,797 New
CW
50
CreativeOne Wealth
Kansas
$1.45M +$361K +6,665 +32%