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Dimensional Global Core Plus Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RLIM
51
Red Lighthouse Investment Management
New York
$4.68M +$1.97M +35,855 +74%
HIA
52
HFM Investment Advisors
New Jersey
$4.6M +$505K +9,208 +13%
KF
53
Krilogy Financial
Missouri
$4.57M +$982K +17,891 +28%
NA
54
NewEdge Advisors
Louisiana
$4.36M -$2.06M -37,565 -32%
Jane Street
55
Jane Street
New York
$4.24M +$4.18M +76,230 New
AC
56
Applied Capital
Arkansas
$3.8M +$562K +10,238 +18%
SDWIA
57
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.77M +$348K +6,346 +10%
AWA
58
Acorn Wealth Advisors
Michigan
$3.77M -$205K -3,728 -5%
OIA
59
OneDigital Investment Advisors
Kansas
$3.52M +$55.3K +1,008 +2%
Truist Financial
60
Truist Financial
North Carolina
$3.17M +$7.52K +137 +0.2%
DI
61
Disciplined Investors
Texas
$3.03M +$72.6K +1,324 +2%
CSB
62
City State Bank
Iowa
$2.97M +$69.9K +1,274 +2%
IPWA
63
International Private Wealth Advisors
California
$2.85M +$2.82M +51,322 New
FG
64
Foster Group
Iowa
$2.66M +$26.9K +491 +1%
Osaic Holdings
65
Osaic Holdings
Arizona
$2.53M +$1.63M +29,725 +187%
LPL Financial
66
LPL Financial
California
$2.52M +$773K +14,096 +45%
JP Morgan Chase
67
JP Morgan Chase
New York
$2.51M +$145K +2,638 +6%
AHL
68
Abel Hall LLC
Louisiana
$2.49M +$126K +2,301 +5%
WAP
69
Wealthcare Advisory Partners
Pennsylvania
$2.4M +$1.15M +20,962 +95%
SWA
70
Sax Wealth Advisors
New Jersey
$2.26M +$10.4K +189 +0.5%
KIM
71
Kestra Investment Management
Texas
$2.15M +$820K +14,953 +63%
APW
72
Austin Private Wealth
Texas
$2.1M +$330K +6,019 +19%
Citigroup
73
Citigroup
New York
$2M +$359K +6,537 +22%
FWP
74
Firethorn Wealth Partners
Georgia
$1.94M -$32.2K -587 -2%
CW
75
CreativeOne Wealth
Kansas
$1.84M +$4.22K +77 +0.2%