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Dimensional Core Fixed Income ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| XPN XY Planning Network Inc. XY Planning Network Inc. | 345,812 | $14.42M | $14.3M | -$117,483.07 | -0.82% |
 Spencer Rand Five Oceans Advisors | 11,814 | $494,329.16 | $488,567.97 | -$5,761.19 | -1.17% |
 S. Hardy Taylor Heritage Investment Group Inc. | 194,715 | $8.05M | $8.05M | $5,647.63 | 0.07% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 129,193 | $5.45M | $5.34M | -$112,016.02 | -2.05% |
 Larry Herold Herold Advisors Inc. | 173,993 | $7.31M | $7.2M | -$118,990.38 | -1.63% |
 Bobby Adusumilli SJS Investment Consulting Inc. | 192,203 | $8.16M | $7.95M | -$206,528.52 | -2.53% |
 Nancy Williamson Helen Stephens Group LLC | 18,972 | $800,682.51 | $784,681.92 | -$16,000.59 | -2% |
 Olalekan F. Adeduji Washington Trust Advisors Inc. | 37,688 | $1.6M | $1.56M | -$38,137.95 | -2.39% |
 Marc Dacanay Geometric Wealth Advisors | 16,796 | $709,427.48 | $698,545.64 | -$10,881.84 | -1.53% |
 Christian Keedy Guardian Wealth Advisors LLC / Nc | 131,809 | $5.51M | $5.5M | -$18,422.74 | -0.33% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 356 | $15,026.76 | $14,722.38 | -$304.38 | -2.03% |
| JPM Justin P. Mason Keb Asset Management LLC | 35,192 | $1.49M | $1.46M | -$31,791.3 | -2.13% |
 William Reid Culp III TAGStone Capital Inc. | 18,886 | $792,616.13 | $785,468.74 | -$7,147.39 | -0.9% |
 Lynn A. Jackson Dopkins Wealth Management LLC | 6,731 | $277,871.53 | $279,336.5 | $1,464.97 | 0.53% |
 Candace Cavalier Congress Wealth Management LLC / DE / | 5,239 | $216,431.57 | $216,658.84 | $227.27 | 0.11% |
| EM Eric Malden Shearwater Capital LLC | 33,988 | $1.46M | $1.41M | -$51,414.9 | -3.52% |
 Robert Lucia Andrews, Lucia Wealth Management LLC | 28,884 | $1.21M | $1.2M | -$13,186.85 | -1.09% |
 Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 1,560 | $66,181.1 | $64,740 | -$1,441.1 | -2.18% |
 Caitlin Garner SC&H Financial Advisors Inc. | 227,577 | $9.61M | $9.44M | -$169,696.34 | -1.77% |
| BWS BCR Wealth Strategies LLC BCR Wealth Strategies LLC | 825,494 | $34.75M | $34.14M | -$610,561.66 | -1.76% |
