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DFA Real Estate Securities Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
276
AssetMark Inc
California
$20K +$6.68K +260 +52%
AT
277
Arlington Trust
Alabama
$19K – – –
OCM
278
Orion Capital Management
California
$18.8K +$26 +1 +0.1%
MFS
279
Montgomery Financial Services
Maryland
$16.6K +$16.3K +634 New
HI
280
Harbour Investments
Wisconsin
$16K – – –
GWM
281
Geneos Wealth Management
Colorado
$15.3K – – –
MG
282
Mather Group
Illinois
$13.6K +$13.4K +521 New
VWA
283
VSM Wealth Advisory
Maryland
$11.8K – – –
ADL
284
Asset Dedication LLC
California
$11.3K -$3.88K -151 -26%
SRCM
285
Signature Resources Capital Management
California
$10.6K – – –
JFG
286
JDM Financial Group
Texas
$9.16K +$9K +350 New
GTAM
287
Global Trust Asset Management
Florida
$7.85K -$51.4K -2,000 -87%
TAP
288
Tounjian Advisory Partners
Florida
$7.2K +$7.07K +275 New
DF
289
Dunhill Financial
United Kingdom
$4K – – –
Bank of Montreal
290
Bank of Montreal
Ontario, Canada
$2.35K – – –
PB
291
Pinnacle Bancorp
Nebraska
$2.35K – – –
JWA
292
JFS Wealth Advisors
Pennsylvania
$1.34K +$1.31K +51 New
IF
293
Integrity Financial
Wyoming
$1.28K – – –
Bessemer Group
294
Bessemer Group
New Jersey
$1K +$1.1K +43 New
SFS
295
Sunrise Financial Services
Washington
$785 – – –
HIA
296
Highland Investment Advisors
Florida
$631 +$617 +24 New
RDFA
297
Ritter Daniher Financial Advisory
Ohio
$190 – – –
Q1WB
298
Quest 10 Wealth Builders
Virginia
$105 – – –
UBS Group
299
UBS Group
Switzerland
$52 +$51 +2 New
CA
300
CoreCap Advisors
Michigan
$25 +$26 +1 New