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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$4.53M +$1.14M +51,833 +33%
W
27
WPWealth
Texas
$4.52M -$1.85M -84,025 -29%
SIG
28
Spinnaker Investment Group
California
$4.37M +$340K +15,445 +8%
AWM
29
Arista Wealth Management
Nevada
$3.98M +$3M +136,550 +280%
FW
30
FirstPurpose Wealth
Utah
$3.66M +$804K +36,572 +27%
SFA
31
Sequoia Financial Advisors
Ohio
$3.35M +$3.42M +155,731 New
BPA
32
Beacon Pointe Advisors
California
$3.32M +$934K +42,483 +38%
NA
33
NewEdge Advisors
Louisiana
$3.14M +$2.76M +125,638 +613%
GCA
34
Gradient Capital Advisors
California
$3.01M +$108K +4,913 +4%
RFP
35
Root Financial Partners
California
$2.8M +$2.87M +130,415 New
OFA
36
Onyx Financial Advisors
Idaho
$2.68M +$451K +20,507 +20%
SFG
37
Steward Financial Group
Texas
$2.35M +$596K +27,098 +33%
GWM
38
Grand Wealth Management
Michigan
$2.3M +$385K +17,494 +20%
DF
39
DecisionPoint Financial
Arizona
$2.25M +$152K +6,922 +7%
HSG
40
Helen Stephens Group
Texas
$2.23M +$553K +25,144 +32%
WDG
41
Wealth Dimensions Group
Ohio
$2.18M +$526K +23,908 +31%
RWM
42
Ruedi Wealth Management
Illinois
$2.17M +$130K +5,900 +6%
Jane Street
43
Jane Street
New York
$2.08M +$407K +18,499 +24%
JC
44
Jentner Corp
Ohio
$2.05M +$1.3M +59,298 +163%
Corient Private Wealth
45
Corient Private Wealth
Florida
$2M +$1.13M +51,448 +123%
AWM
46
Apollon Wealth Management
South Carolina
$1.99M +$721K +32,800 +55%
RWM
47
Rockwood Wealth Management
Pennsylvania
$1.97M +$85.8K +3,901 +4%
DWM
48
Drive Wealth Management
Utah
$1.97M +$476K +21,625 +31%
AFS
49
Annapolis Financial Services
Maryland
$1.79M +$719K +32,696 +65%
SPWM
50
Straight Path Wealth Management
Michigan
$1.77M +$226K +10,292 +14%