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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BGWM
226
Bridge Generations Wealth Management
Florida
$67.3K
KSWA
227
Kathleen S. Wright Associates
Pennsylvania
$54.8K +$29.3K +1,260 +117%
JP Morgan Chase
228
JP Morgan Chase
New York
$54K -$34.1K -1,470 -39%
SN
229
Sittner & Nelson
Oregon
$53K +$25.5K +1,098 +95%
JWA
230
JFS Wealth Advisors
Pennsylvania
$50.2K
AF
231
Advisornet Financial
Minnesota
$46.7K +$279 +12 +0.6%
BWL
232
Bogart Wealth LLC
Virginia
$39.8K
OC
233
Oakworth Capital
Alabama
$39K
CA
234
CoreCap Advisors
Michigan
$39K +$38.6K +1,662 New
RWM
235
Rialto Wealth Management
New York
$32K
SRCM
236
Signature Resources Capital Management
California
$29.7K -$884K -38,080 -97%
Comerica Bank
237
Comerica Bank
Texas
$27.6K
EWP
238
Elevation Wealth Partners
California
$24.8K +$139 +6 +0.6%
OCM
239
Orion Capital Management
California
$16.8K -$2.44K -105 -13%
EWA
240
EverSource Wealth Advisors
Alabama
$14.9K -$56.8K -2,445 -79%
GWM
241
Geneos Wealth Management
Colorado
$13.7K
AssetMark Inc
242
AssetMark Inc
California
$11.8K -$3.13K -135 -21%
BHWM
243
Bay Harbor Wealth Management
Maryland
$11.4K +$11.3K +487 New
VWA
244
VSM Wealth Advisory
Maryland
$10.6K
Bessemer Group
245
Bessemer Group
New Jersey
$8K +$8.4K +362 New
ADL
246
Asset Dedication LLC
California
$7.27K +$4.11K +177 +133%
ACM
247
Anfield Capital Management
California
$6.52K
Morgan Stanley
248
Morgan Stanley
New York
$5.31K -$124K -5,328 -96%
DF
249
Dunhill Financial
United Kingdom
$3.59K +$3.55K +153 New
HNB
250
Huntington National Bank
Ohio
$2.21K