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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
Diversify Wealth Management
Utah
$7.71M +$7.1M +330,693 New
APC
27
Asset Planning Corporation
Tennessee
$7.39M -$7.69K -358 -0.1%
HSG
28
Helen Stephens Group
Texas
$7.3M +$1.4M +65,037 +25%
SFA
29
Sequoia Financial Advisors
Ohio
$6.87M +$1M +46,668 +18%
PFG
30
Pinnacle Financial Group
Illinois
$6.65M +$100K +4,658 +2%
BPA
31
Beacon Pointe Advisors
California
$6.05M -$489K -22,757 -8%
OFA
32
Onyx Financial Advisors
Idaho
$6.03M +$370K +17,225 +7%
LPL Financial
33
LPL Financial
California
$5.8M +$876K +40,785 +18%
AWM
34
Austin Wealth Management
Texas
$5.63M -$71.6K -3,332 -1%
VAG
35
Vannoy Advisory Group
Texas
$5.48M +$179K +8,336 +3%
RWM
36
Rockwood Wealth Management
Pennsylvania
$4.92M +$317K +14,781 +7%
BSW
37
Buckingham Strategic Wealth
Missouri
$4.85M +$574K +26,713 +14%
CPIG
38
Chicago Partners Investment Group
Illinois
$4.45M +$920K +42,828 +30%
DF
39
DecisionPoint Financial
Arizona
$4.27M +$180K +8,373 +5%
EAM
40
Evanson Asset Management
California
$4.26M +$801K +37,312 +24%
CCM
41
Carlson Capital Management
Minnesota
$4.14M -$209K -9,732 -5%
PWM
42
PBMares Wealth Management
Virginia
$4.14M +$572K +26,642 +17%
RWM
43
Ruedi Wealth Management
Illinois
$4.09M +$163K +7,572 +4%
Betterment LLC
44
Betterment LLC
New York
$3.99M +$659K +30,661 +20%
OA
45
Oceanside Advisors
South Carolina
$3.93M +$105K +4,901 +3%
GCA
46
Gradient Capital Advisors
California
$3.78M +$121K +5,637 +3%
SPWM
47
Straight Path Wealth Management
Michigan
$3.73M +$600K +27,920 +20%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$3.63M +$187K +8,720 +6%
AWM
49
Aprio Wealth Management
Georgia
$3.54M +$3.44M +160,211 New
LFGO
50
Legacy Financial Group (Oklahoma)
Oklahoma
$3.48M +$234K +10,896 +7%