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Dimensional Global Core Plus Fixed Income ETF
DFGP

Name Holding Trade Value Shares
Change 		Change in
Stake
WAN
26
Wealth Advisors Northwest
Oregon
$17.8M +$1.94M +35,661 +12%
QFA
27
Quantum Financial Advisors
California
$17.5M +$1.8M +33,135 +11%
MGIA
28
Moneta Group Investment Advisors
Missouri
$16.1M +$2.7M +49,609 +20%
IWC
29
Integrated Wealth Concepts
Massachusetts
$15.5M +$368K +6,754 +2%
OFI
30
Outbound Financial Inc
Colorado
$15.3M +$821K +15,085 +6%
SA
31
Stolz & Associates
Washington
$15.2M +$6.14M +112,896 +68%
TCM
32
TruNorth Capital Management
Michigan
$14.9M +$337K +6,189 +2%
SC
33
Savant Capital
Illinois
$11.8M +$4.5M +82,775 +61%
GCA
34
Gradient Capital Advisors
California
$11.7M +$2.87M +52,666 +32%
WUW
35
Wheels Up Wealth
California
$11.6M +$275K +5,050 +2%
GM
36
GeoWealth Management
Illinois
$11.2M +$1.48M +27,133 +15%
DAS
37
Dynamic Advisor Solutions
Arizona
$10.8M +$971K +17,852 +10%
MWP
38
Meredith Wealth Planning
Illinois
$10.7M +$3.58M +65,820 +50%
MWM
39
Modera Wealth Management
New Jersey
$10.2M +$15.4K +283 +0.2%
UBS AM
40
UBS AM
Illinois
$9.98M +$10.1M +184,792 New
ACS
41
Archford Capital Strategies
Illinois
$9.96M +$1.8M +32,992 +22%
GWM
42
Grand Wealth Management
Michigan
$9.76M +$1.31M +24,152 +15%
FVIM
43
Fort Vancouver Investment Management
Washington
$9.09M +$9.17M +168,441 New
P
44
Pandowealth
Georgia
$8.87M +$493K +9,051 +6%
BGWM
45
Bridge Generations Wealth Management
Florida
$8.76M +$144K +2,646 +2%
PAS
46
Park Avenue Securities
New York
$8.58M +$1.42M +26,095 +20%
SRCM
47
Signature Resources Capital Management
California
$8.5M +$765K +14,058 +10%
Betterment LLC
48
Betterment LLC
New York
$8.43M +$781K +14,344 +10%
AFA
49
AA Financial Advisors
Ohio
$8.25M +$8.32M +152,869 New
CFG
50
CSP Financial Group
Arizona
$8.15M +$8.22M +151,014 New
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