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Dimensional Global Core Plus Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
151
Stratos Wealth Partners
Ohio
$225K +$226K +4,160 New
BIG
152
Brookwood Investment Group
Arizona
$215K +$217K +3,987 New
BNA
153
BankChampaign National Association
Illinois
$188K +$162K +2,974 +596%
CAM
154
Clarity Asset Management
Iowa
$175K +$176K +3,235 New
HI
155
Harbour Investments
Wisconsin
$148K +$149K +2,747 New
AssetMark Inc
156
AssetMark Inc
California
$97K +$97.7K +1,796 New
CMP
157
Coston McIsaac & Partners
Maine
$96K – – –
TC
158
Trust Company
Kansas
$86.4K – – –
PWMG
159
Private Wealth Management Group
New Jersey
$80.3K +$6.37K +117 +9%
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$73.8K +$36.2K +666 +95%
GSEP
161
Golden State Equity Partners
California
$67.9K +$68.5K +1,258 New
SWP
162
Strategic Wealth Partners
Ohio
$62.6K +$326 +6 +0.5%
RFP
163
Root Financial Partners
California
$55.8K +$29.9K +550 +114%
PWA
164
Physician Wealth Advisors
Utah
$53.2K +$871 +16 +2%
EWA
165
Elevate Wealth Advisory
Georgia
$31.6K – – –
CA
166
CoreCap Advisors
Michigan
$28.8K +$29K +533 New
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$28.7K +$28.9K +531 New
RG
168
RHL Group
Michigan
$22.5K +$1.03K +19 +2%
TM
169
Torren Management
California
$22.1K – – –
FWP
170
FAS Wealth Partners
Kansas
$18.5K – – –
UBS Group
171
UBS Group
Switzerland
$16.6K +$16.8K +308 New
OSAM
172
O'Shaughnessy Asset Management
Connecticut
$13.1K -$87.5K -1,608 -87%
NRG
173
Nemes Rush Group
Michigan
$8.75K – – –
LFG
174
Larson Financial Group
Missouri
$5.94K – – –
AP
175
Aspect Partners
Virginia
$1.78K – – –