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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
26
Steward Financial Group
Texas
$864K +$998K +42,062 New
DWM
27
Drive Wealth Management
Utah
$804K +$516K +21,750 +125%
MCA
28
Maryland Capital Advisors
Maryland
$764K +$447K +18,851 +103%
AWM
29
AE Wealth Management
Kansas
$714K +$168K +7,065 +26%
CWM
30
CarsonAllaria Wealth Management
Illinois
$710K +$415K +17,506 +103%
MW
31
MBL Wealth
North Carolina
$656K +$757K +31,915 New
BA
32
Bridgewater Advisors
New York
$649K -$54.8K -2,310 -7%
DI
33
Disciplined Investments
Oklahoma
$632K +$476K +20,041 +187%
GWM
34
Grand Wealth Management
Michigan
$618K +$285K +12,005 +67%
AIS
35
American Investment Services
Massachusetts
$564K +$651K +27,435 New
AC
36
Applied Capital
Arkansas
$516K +$173K +7,283 +41%
FWP
37
Firethorn Wealth Partners
Georgia
$493K +$112K +4,727 +25%
ALWM
38
Andrews Lucia Wealth Management
California
$488K +$564K +23,764 New
FOA
39
Five Oceans Advisors
California
$456K +$121K +5,085 +30%
SPWM
40
Straight Path Wealth Management
Michigan
$455K +$230K +9,694 +78%
Citadel Advisors
41
Citadel Advisors
Florida
$437K +$504K +21,238 New
MCM
42
Morton Capital Management
California
$418K +$482K +20,313 New
SFS
43
Sowell Financial Services
Arkansas
$416K +$480K +20,212 New
EAM
44
Evanson Asset Management
California
$414K
EGWAG
45
Elwood & Goetz Wealth Advisory Group
Georgia
$357K +$57.1K +2,408 +16%
RCG
46
Resource Consulting Group
Florida
$299K -$6.17K -260 -2%
CIAS
47
CFS Investment Advisory Services
New Jersey
$296K +$7.02M +295,802 New
HSG
48
Helen Stephens Group
Texas
$288K +$333K +14,019 New
WWM
49
Wolff Wiese Magana
California
$271K -$10.7K -450 -3%
CPIG
50
Chicago Partners Investment Group
Illinois
$256K +$30.1K +1,269 +12%