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Dimensional Global Core Plus Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WRPWM
151
Werba Rubin Papier Wealth Management
California
$321K +$2.5K +46 +0.8%
AWMM
152
Aegis Wealth Management (Maryland)
Maryland
$301K -$99.9K -1,836 -25%
IFA
153
Index Fund Advisors
California
$300K +$57.1K +1,050 +24%
IA
154
IFG Advisory
Georgia
$297K +$52.7K +969 +22%
CWP
155
Concord Wealth Partners
Virginia
$281K +$3.21K +59 +1%
SW
156
Simplicity Wealth
New Jersey
$276K +$276K +5,070 New
TFO
157
Timonier Family Office
North Carolina
$276K +$275K +5,060 New
National Bank of Canada
158
National Bank of Canada
Quebec, Canada
$266K
EFG
159
Everest Financial Group
Minnesota
$252K +$10.6K +194 +4%
RCAG
160
Rehmann Capital Advisory Group
Michigan
$223K -$4.35K -80 -2%
Raymond James Financial
161
Raymond James Financial
Florida
$214K +$214K +3,923 New
CAM
162
Clarity Asset Management
Iowa
$207K +$30.8K +566 +17%
BNA
163
BankChampaign National Association
Illinois
$189K -$163 -3 -0.1%
HI
164
Harbour Investments
Wisconsin
$150K
AssetMark Inc
165
AssetMark Inc
California
$119K +$21.1K +387 +22%
CMP
166
Coston McIsaac & Partners
Maine
$98K +$1.09K +20 +1%
TC
167
Trust Company
Kansas
$87.1K
PWMG
168
Private Wealth Management Group
New Jersey
$87K +$5.99K +110 +7%
SWP
169
Strategic Wealth Partners
Ohio
$63.5K +$381 +7 +0.6%
PWA
170
Physician Wealth Advisors
Utah
$53.7K
BHWM
171
Bay Harbor Wealth Management
Maryland
$48.4K +$48.4K +889 New
EWA
172
Elevate Wealth Advisory
Georgia
$31.9K
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$31K +$2.07K +38 +7%
CA
174
CoreCap Advisors
Michigan
$30.1K +$1.03K +19 +4%
TM
175
Torren Management
California
$25.9K +$3.54K +65 +16%