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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$6.71M +$3.61M +176,435 +149%
BPA
27
Beacon Pointe Advisors
California
$6.6M +$968K +47,259 +19%
PFG
28
Pinnacle Financial Group
Illinois
$6.26M +$312K +15,207 +6%
FW
29
FirstPurpose Wealth
Utah
$6.12M +$638K +31,123 +13%
AWM
30
Austin Wealth Management
Texas
$5.97M -$1.22M -59,449 -18%
WDG
31
Wealth Dimensions Group
Ohio
$5.54M +$1.55M +75,584 +45%
SFA
32
Sequoia Financial Advisors
Ohio
$5.47M +$604K +29,504 +14%
VAG
33
Vannoy Advisory Group
Texas
$5.43M +$4.89M +238,829 New
CCM
34
Carlson Capital Management
Minnesota
$5.26M -$3.65M -178,161 -44%
LPL Financial
35
LPL Financial
California
$4.99M +$1.47M +71,955 +49%
RWM
36
Rockwood Wealth Management
Pennsylvania
$4.6M +$1.69M +82,726 +69%
NA
37
NewEdge Advisors
Louisiana
$4.59M +$864K +42,162 +25%
OFA
38
Onyx Financial Advisors
Idaho
$4.44M +$547K +26,716 +16%
RCG
39
Resource Consulting Group
Florida
$4.38M +$901K +43,968 +30%
DAS
40
Dynamic Advisor Solutions
Arizona
$4.24M +$572K +27,938 +17%
RWM
41
Ruedi Wealth Management
Illinois
$4.04M +$615K +30,035 +20%
SWA
42
Sax Wealth Advisors
New Jersey
$3.98M +$1.91M +93,428 +114%
HSG
43
Helen Stephens Group
Texas
$3.98M +$541K +26,388 +18%
AP
44
Adero Partners
California
$3.85M -$346K -16,900 -9%
OA
45
Oceanside Advisors
South Carolina
$3.8M +$3.43M +167,295 New
GCA
46
Gradient Capital Advisors
California
$3.62M +$15.9K +777 +0.5%
AFS
47
Annapolis Financial Services
Maryland
$3.54M +$631K +30,787 +25%
Mariner
48
Mariner
Kansas
$3.41M +$776K +37,879 +34%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$3.36M +$3.03M +147,678 New
SAM
50
Satovsky Asset Management
New York
$3.02M -$14.1K -690 -0.5%