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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WDG
26
Wealth Dimensions Group
Ohio
$6.38M +$917K +41,621 +17%
FW
27
FirstPurpose Wealth
Utah
$6.19M +$461K +20,907 +8%
HSG
28
Helen Stephens Group
Texas
$5.93M +$1.99M +90,175 +52%
SFA
29
Sequoia Financial Advisors
Ohio
$5.91M +$525K +23,844 +10%
OFA
30
Onyx Financial Advisors
Idaho
$5.72M +$1.33M +60,351 +31%
AWM
31
Austin Wealth Management
Texas
$5.43M -$551K -25,008 -9%
VAG
32
Vannoy Advisory Group
Texas
$5.36M +$16.6K +754 +0.3%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$5.31M -$1.27M -57,654 -20%
SC
34
Savant Capital
Illinois
$5.2M -$1.41M -64,090 -22%
NA
35
NewEdge Advisors
Louisiana
$5.1M +$438K +19,860 +10%
LPL Financial
36
LPL Financial
California
$4.96M +$45.6K +2,069 +0.9%
DAS
37
Dynamic Advisor Solutions
Arizona
$4.67M +$421K +19,088 +10%
RWM
38
Rockwood Wealth Management
Pennsylvania
$4.65M +$125K +5,690 +3%
CCM
39
Carlson Capital Management
Minnesota
$4.41M -$752K -34,124 -15%
BSW
40
Buckingham Strategic Wealth
Missouri
$4.31M +$1.32M +59,970 +45%
RWM
41
Ruedi Wealth Management
Illinois
$3.97M +$3.68K +167 +0.1%
OA
42
Oceanside Advisors
South Carolina
$3.87M +$126K +5,736 +3%
GCA
43
Gradient Capital Advisors
California
$3.7M +$138K +6,286 +4%
SWA
44
Sax Wealth Advisors
New Jersey
$3.67M -$243K -11,030 -6%
PWM
45
PBMares Wealth Management
Virginia
$3.59M +$662K +30,048 +23%
DF
46
DecisionPoint Financial
Arizona
$3.57M +$1.05M +47,695 +38%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$3.48M +$175K +7,940 +5%
EAM
48
Evanson Asset Management
California
$3.48M +$549K +24,934 +19%
Mariner
49
Mariner
Kansas
$3.42M +$66.5K +3,018 +2%
Betterment LLC
50
Betterment LLC
New York
$3.35M +$1.11M +50,235 +50%