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Dimensional Global Core Plus Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$582K -$64.4K -1,173 -10%
AFA
102
Alpha Financial Advisors
North Carolina
$578K +$120K +2,179 +27%
PL
103
Plancorp LLC
Missouri
$452K – – –
SAI
104
Savvy Advisors Inc
New York
$452K -$4.61K -84 -1%
AC
105
Apella Capital
Connecticut
$424K – – –
PAG
106
Private Advisor Group
New Jersey
$421K +$173K +3,146 +71%
DAS
107
Dynamic Advisor Solutions
Arizona
$409K +$25.2K +460 +7%
DWM
108
Daner Wealth Management
Georgia
$379K -$5.21K -95 -1%
JWM
109
Johnson Wealth Management
North Dakota
$366K +$361K +6,585 New
SIG
110
Spinnaker Investment Group
California
$364K +$359K +6,551 New
CCA
111
Clarity Capital Advisors
Florida
$355K – – –
ACM
112
AlphaStar Capital Management
North Carolina
$339K +$335K +6,104 New
AWMM
113
Aegis Wealth Management (Maryland)
Maryland
$317K – – –
TFO
114
Timonier Family Office
North Carolina
$317K -$16.1K -293 -5%
SEI Investments
115
SEI Investments
Pennsylvania
$307K -$94.9K -1,730 -24%
PFA
116
Pure Financial Advisors
California
$297K – – –
EGWAG
117
Elwood & Goetz Wealth Advisory Group
Georgia
$288K +$284K +5,181 New
SFP
118
SwitchPoint Financial Planning
Utah
$269K – – –
BCI
119
Brinker Capital Investments
Pennsylvania
$261K -$67.4K -1,228 -21%
WRPWM
120
Werba Rubin Papier Wealth Management
California
$248K +$244K +4,454 New
IFA
121
Index Fund Advisors
California
$242K +$17.7K +322 +8%
SWP
122
Strategic Wealth Partners
Ohio
$237K +$234K +4,269 New
RFP
123
RCS Financial Planning
Maryland
$233K +$4.94K +90 +2%
RCAG
124
Rehmann Capital Advisory Group
Michigan
$224K – – –
APC
125
Aspire Private Capital
North Carolina
$209K -$4.33K -79 -2%