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Dimensional Global Core Plus Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$279K +$286K +5,281 New
GCA
77
Gradient Capital Advisors
California
$272K +$278K +5,142 New
PWM
78
PBMares Wealth Management
Virginia
$263K +$21.9K +405 +9%
SFP
79
SwitchPoint Financial Planning
Utah
$256K +$262K +4,838 New
RFP
80
RCS Financial Planning
Maryland
$255K +$261K +4,820 New
IFA
81
Index Fund Advisors
California
$253K +$47.1K +871 +22%
MSFS
82
Main Street Financial Solutions
Pennsylvania
$246K +$252K +4,662 New
BCI
83
Brinker Capital Investments
Pennsylvania
$245K +$53.8K +995 +27%
OPS
84
Orion Portfolio Solutions
Nebraska
$245K +$53.8K +995 +27%
GVAG
85
Great Valley Advisor Group
Delaware
$235K +$241K +4,458 New
FFA
86
Farther Finance Advisors
California
$233K +$163K +3,016 +217%
PL
87
Plancorp LLC
Missouri
$230K +$236K +4,363 New
APC
88
Aspire Private Capital
North Carolina
$227K +$4.06K +75 +2%
AWMM
89
Aegis Wealth Management (Maryland)
Maryland
$216K +$221K +4,082 New
MWM
90
Mattern Wealth Management
Kansas
$214K -$714K -13,201 -76%
HSG
91
Helen Stephens Group
Texas
$207K +$12.3K +227 +6%
HNB
92
Huntington National Bank
Ohio
$205K – – –
RCAG
93
Rehmann Capital Advisory Group
Michigan
$205K +$209K +3,873 New
SAI
94
Savvy Advisors Inc
New York
$201K +$206K +3,804 New
OLVIG
95
Oliver Lagore Vanvalin Investment Group
Michigan
$199K +$130K +2,405 +176%
CWP
96
Concord Wealth Partners
Virginia
$188K +$193K +3,562 New
PFM
97
Phillips Financial Management
Indiana
$114K – – –
CMP
98
Coston McIsaac & Partners
Maine
$92K +$60.9K +1,126 +178%
KIM
99
Kestra Investment Management
Texas
$55.6K +$56.9K +1,052 New
EWA
100
EverSource Wealth Advisors
Alabama
$38.7K +$39.6K +732 New