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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFA
26
Onyx Financial Advisors
Idaho
$11.6M +$733K +28,528 +7%
PS
27
Pinney & Scofield
Massachusetts
$11.5M +$212K +8,258 +2%
HSG
28
Helen Stephens Group
Texas
$11.5M +$1.25M +48,797 +13%
SAM
29
Satovsky Asset Management
New York
$11.4M +$186K +7,243 +2%
Raymond James Financial
30
Raymond James Financial
Florida
$11M -$964K -37,507 -8%
TFO
31
Timonier Family Office
North Carolina
$10.8M +$10.6M +414,263 New
LPL Financial
32
LPL Financial
California
$10.8M +$776K +30,185 +8%
Betterment LLC
33
Betterment LLC
New York
$10.6M +$606K +23,588 +6%
FFM
34
Forum Financial Management
Illinois
$10.4M -$134K -5,222 -1%
AC
35
Apella Capital
Connecticut
$10.3M -$55K -2,139 -0.6%
CPW
36
Crestmont Private Wealth
Texas
$10.2M +$1.33M +51,661 +15%
PFA
37
Pillar Financial Advisors
Kentucky
$9.47M +$233K +9,083 +3%
MGIA
38
Moneta Group Investment Advisors
Missouri
$8.69M +$6.63M +258,088 +347%
SPWM
39
Straight Path Wealth Management
Michigan
$8.63M +$199K +7,735 +2%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$8.47M +$7.87M +306,311 +1,751%
FH
41
Financial Harvest
Florida
$8.38M +$672K +26,150 +9%
AI
42
Atria Investments
North Carolina
$8.32M +$8.18M +318,109 New
DAS
43
Dynamic Advisor Solutions
Arizona
$8.07M -$161K -6,250 -2%
CW
44
Curio Wealth
Maryland
$7.85M +$397K +15,459 +5%
AC
45
AWM Capital
Arizona
$7.62M +$674K +26,223 +10%
VAG
46
Vannoy Advisory Group
Texas
$7.39M +$6.91K +269 +0.1%
IWC
47
Integrated Wealth Concepts
Massachusetts
$6.78M +$2.83M +109,931 +74%
BHWM
48
Beaird Harris Wealth Management
Texas
$6.76M -$4.09M -159,125 -38%
PFG
49
Pinnacle Financial Group
Illinois
$6.74M -$10.6K -414 -0.2%
PAG
50
Private Advisor Group
New Jersey
$6.7M -$969K -37,716 -13%