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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPW
26
Crestmont Private Wealth
Texas
$9.07M +$56.4K +2,330 +0.7%
SFA
27
Sequoia Financial Advisors
Ohio
$8.5M +$493K +20,346 +7%
APC
28
Asset Planning Corporation
Tennessee
$8.4M -$162K -6,712 -2%
DWM
29
Diversify Wealth Management
Utah
$8.38M -$39.5K -1,631 -0.5%
AWM
30
Aprio Wealth Management
Georgia
$7.47M +$3.17M +130,992 +82%
OFA
31
Onyx Financial Advisors
Idaho
$7.21M +$202K +8,326 +3%
BPA
32
Beacon Pointe Advisors
California
$7.05M +$21.8K +899 +0.3%
LPL Financial
33
LPL Financial
California
$6.99M +$247K +10,183 +4%
PFG
34
Pinnacle Financial Group
Illinois
$6.63M -$1.02M -42,042 -14%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$6.57M +$6.2M +256,171 New
RJFSA
36
Raymond James Financial Services Advisors
Florida
$6.36M +$2.02M +83,561 +51%
VAG
37
Vannoy Advisory Group
Texas
$6.32M -$34.5K -1,427 -0.6%
AWM
38
Austin Wealth Management
Texas
$6.11M -$76.8K -3,171 -1%
JTWM
39
Jackson Thornton Wealth Management
Alabama
$5.94M +$1.85M +76,556 +49%
PWM
40
PBMares Wealth Management
Virginia
$5.59M +$747K +30,842 +16%
RWM
41
Rockwood Wealth Management
Pennsylvania
$5.55M -$151K -6,238 -3%
EAM
42
Evanson Asset Management
California
$5.47M +$501K +20,697 +11%
Betterment LLC
43
Betterment LLC
New York
$5.34M +$671K +27,718 +15%
EFG
44
Elios Financial Group
Ohio
$5.08M +$4.8M +198,133 New
CPIG
45
Chicago Partners Investment Group
Illinois
$4.79M +$24.4K +1,007 +0.5%
OA
46
Oceanside Advisors
South Carolina
$4.68M +$116K +4,780 +3%
DF
47
DecisionPoint Financial
Arizona
$4.62M -$11.8K -488 -0.3%
GCA
48
Gradient Capital Advisors
California
$4.58M +$186K +7,669 +4%
SPWM
49
Straight Path Wealth Management
Michigan
$4.55M +$208K +8,592 +5%
RWM
50
Ruedi Wealth Management
Illinois
$4.43M -$301K -12,423 -7%