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Dimensional Global Core Plus Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
126
Concord Wealth Partners
Virginia
$195K
UBS Group
127
UBS Group
Switzerland
$171K +$69K +1,257 +69%
PWMG
128
Private Wealth Management Group
New Jersey
$116K +$65.5K +1,193 +134%
OSAM
129
O'Shaughnessy Asset Management
Connecticut
$110K +$4.72K +86 +5%
CMP
130
Coston McIsaac & Partners
Maine
$95K
PWA
131
Physician Wealth Advisors
Utah
$53.4K +$5.43K +99 +11%
National Bank of Canada
132
National Bank of Canada
Quebec, Canada
$50.8K
RFP
133
Root Financial Partners
California
$48.5K +$47.8K +872 New
Royal Bank of Canada
134
Royal Bank of Canada
Ontario, Canada
$36K +$17.6K +320 +100%
EWA
135
Elevate Wealth Advisory
Georgia
$32.5K
Comerica Bank
136
Comerica Bank
Texas
$28.6K +$165 +3 +0.6%
Wells Fargo
137
Wells Fargo
California
$9.28K +$9.16K +167 New
NRG
138
Nemes Rush Group
Michigan
$9K -$10.5K -191 -54%
Morgan Stanley
139
Morgan Stanley
New York
$4.22K +$4.17K +76 New
IA
140
IFP Advisors
Florida
$2.61K -$3.02K -55 -54%
AP
141
Aspect Partners
Virginia
$1.83K
Thrivent Financial for Lutherans
142
Thrivent Financial for Lutherans
Minnesota
-$2.48M -45,607 Closed
HighTower Advisors
143
HighTower Advisors
Illinois
-$301K -5,533 Closed
MSFS
144
Main Street Financial Solutions
Pennsylvania
-$289K -5,308 Closed
TC
145
TownSquare Capital
Utah
-$286K -5,244 Closed
HSG
146
Helen Stephens Group
Texas
-$253K -4,640 Closed
TWM
147
TCFG Wealth Management
California
-$204K -3,751 Closed
RWM
148
Raffa Wealth Management
District of Columbia
-$145K -2,653 Closed
BIG
149
Brooklyn Investment Group
New York
-$119K -2,180 Closed
Jones Financial Companies
150
Jones Financial Companies
Missouri
-$107K -1,966 Closed