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Dimensional Global Core Plus Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Modera Wealth Management
New Jersey
$11.1M +$184K +3,436 +2%
QFA
27
Quantum Financial Advisors
California
$11M +$1.26M +23,501 +13%
WAN
28
Wealth Advisors Northwest
Oregon
$10.9M +$3.14M +58,698 +41%
BGWM
29
Bridge Generations Wealth Management
Florida
$8.64M -$469K -8,769 -5%
GM
30
GeoWealth Management
Illinois
$8.58M +$6.37M +119,064 +311%
SRCM
31
Signature Resources Capital Management
California
$7.47M +$7.34M +137,082 New
NA
32
NewEdge Advisors
Louisiana
$6.33M -$861K -16,093 -12%
GWM
33
Grand Wealth Management
Michigan
$6.21M +$32.1K +600 +0.5%
MFG
34
Merit Financial Group
Georgia
$6.1M -$107K -2,001 -2%
Mariner
35
Mariner
Kansas
$5.84M +$25.1K +468 +0.4%
Betterment LLC
36
Betterment LLC
New York
$5.72M +$1.68M +31,426 +43%
TIAM2
37
Tru Independence Asset Management 2
Oregon
$5.53M +$1.77M +33,064 +48%
KPP
38
Kings Path Partners
Texas
$5.29M +$2.77M +51,780 +114%
BHWM
39
Beaird Harris Wealth Management
Texas
$5.01M +$4.92M +91,965 New
KAS
40
Kestra Advisory Services
Texas
$4.61M +$290K +5,410 +7%
ODA
41
One Degree Advisors
California
$4.2M +$295K +5,506 +8%
HIA
42
HFM Investment Advisors
New Jersey
$4.01M +$3.93M +73,509 New
AWA
43
Acorn Wealth Advisors
Michigan
$3.9M -$81.5K -1,523 -2%
MWP
44
Meredith Wealth Planning
Illinois
$3.89M +$387K +7,222 +11%
KF
45
Krilogy Financial
Missouri
$3.54M +$725K +13,541 +26%
OIA
46
OneDigital Investment Advisors
Kansas
$3.4M -$163K -3,046 -5%
SDWIA
47
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.35M +$478K +8,928 +17%
AC
48
Applied Capital
Arkansas
$3.17M +$177K +3,311 +6%
Truist Financial
49
Truist Financial
North Carolina
$3.1M -$17.8K -332 -0.6%
DI
50
Disciplined Investors
Texas
$2.9M +$19K +355 +0.7%