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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
226
Smartleaf Asset Management
Massachusetts
$236K +$240K +10,232 New
HWMT
227
Heritage Wealth Management (Texas)
Texas
$232K -$5.67K -242 -2%
AWM
228
Arista Wealth Management
Nevada
$232K +$2.97K +127 +1%
BTI
229
Blue Trust Inc
Georgia
$228K -$2.83K -121 -1%
HCM
230
Hutchinson Capital Management
California
$228K
Chevy Chase Trust
231
Chevy Chase Trust
Maryland
$228K
DFP
232
Donalies Financial Planning
District of Columbia
$227K +$232K +9,920 New
DADC
233
D.A. Davidson & Co
Montana
$225K +$230K +9,807 New
SHFA
234
SC&H Financial Advisors
Maryland
$221K -$2.01K -86 -0.9%
MWM
235
Modera Wealth Management
New Jersey
$218K -$131K -5,604 -37%
MWM
236
McMill Wealth Management
Nebraska
$205K +$28.9K +1,232 +14%
VP
237
Verisail Partners
Georgia
$205K +$210K +8,948 New
FG
238
Foster Group
Iowa
$202K
WCFA
239
Walkner Condon Financial Advisors
Wisconsin
$202K -$203K -8,675 -50%
UB
240
UMB Bank
Missouri
$164K
FFA
241
Frazier Financial Advisors
Ohio
$135K
MPW
242
MASECO Private Wealth
$123K +$17.7K +755 +16%
PNC Financial Services Group
243
PNC Financial Services Group
Pennsylvania
$117K
AP
244
Aspect Partners
Virginia
$113K
BCM
245
Blume Capital Management
California
$99.9K
ME
246
McIlrath & Eck
Washington
$96.5K
UBS Group
247
UBS Group
Switzerland
$78.5K -$431K -18,401 -84%
EWA
248
EQ Wealth Advisors
Texas
$77.1K +$78.8K +3,365 New
CTWM
249
Cherry Tree Wealth Management
Minnesota
$74K -$30.9K -1,321 -29%
BGWM
250
Bridge Generations Wealth Management
Florida
$65.7K