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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCA
26
Maryland Capital Advisors
Maryland
$423K +$378K +15,098 +470%
GWM
27
Grand Wealth Management
Michigan
$417K +$392K +15,691 +667%
AC
28
Applied Capital
Arkansas
$412K +$446K +17,833 New
DWM
29
Drive Wealth Management
Utah
$401K +$433K +17,331 New
FOA
30
Five Oceans Advisors
California
$395K +$428K +17,097 New
CWM
31
CarsonAllaria Wealth Management
Illinois
$394K +$415K +16,604 +3,870%
SAM
32
Satovsky Asset Management
New York
$346K +$372K +14,885 New
EGWAG
33
Elwood & Goetz Wealth Advisory Group
Georgia
$345K +$374K +14,935 New
RCG
34
Resource Consulting Group
Florida
$343K +$371K +14,827 New
WWM
35
Wolff Wiese Magana
California
$315K +$341K +13,630 New
SPWM
36
Straight Path Wealth Management
Michigan
$287K +$311K +12,430 New
CPIG
37
Chicago Partners Investment Group
Illinois
$276K +$5.68K +227 +2%
DI
38
Disciplined Investments
Oklahoma
$247K +$267K +10,694 New
RIM
39
Rockbridge Investment Management
New York
$139K +$151K +6,024 New
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$114K +$124K +4,940 New
AF
41
Allworth Financial
California
$105K +$113K +4,533 New
IA
42
IFP Advisors
Florida
$49K
OCM
43
Orion Capital Management
California
$39K +$42.3K +1,690 New
CPA
44
Cardiff Park Advisors
California
$19K +$20.3K +813 New
IFS
45
Intelligent Financial Strategies
Minnesota
$19K +$21K +841 New
Citadel Advisors
46
Citadel Advisors
Florida
-$677K -24,981 Closed
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
-$572K -21,092 Closed
ADL
48
Asset Dedication LLC
California
-$10K -356 Closed