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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$8.84M +$3.06M +123,768 +48%
DAS
27
Dynamic Advisor Solutions
Arizona
$8.73M +$328K +13,250 +4%
AWM
28
Aprio Wealth Management
Georgia
$8.67M +$2.02M +81,516 +28%
CPW
29
Crestmont Private Wealth
Texas
$8.46M +$249K +10,074 +3%
SFA
30
Sequoia Financial Advisors
Ohio
$8.19M +$507K +20,480 +6%
HSG
31
Helen Stephens Group
Texas
$7.65M -$1.28M -51,897 -14%
DWM
32
Diversify Wealth Management
Utah
$7.25M -$118K -4,774 -1%
LPL Financial
33
LPL Financial
California
$6.93M +$623K +25,148 +9%
OFA
34
Onyx Financial Advisors
Idaho
$6.83M +$304K +12,272 +4%
JTWM
35
Jackson Thornton Wealth Management
Alabama
$6.77M +$1.47M +59,220 +26%
Raymond James Financial
36
Raymond James Financial
Florida
$6.66M +$7.09M +286,205 New
BPA
37
Beacon Pointe Advisors
California
$6.37M -$26.8K -1,084 -0.4%
FMWA
38
Forvis Mazars Wealth Advisors
Missouri
$6.25M -$2.75M -110,887 -29%
TFO
39
Timonier Family Office
North Carolina
$5.79M +$6.16M +248,921 New
VAG
40
Vannoy Advisory Group
Texas
$5.71M -$31.8K -1,286 -0.5%
PFG
41
Pinnacle Financial Group
Illinois
$5.57M -$473K -19,108 -7%
AWM
42
Austin Wealth Management
Texas
$5.45M -$224K -9,048 -4%
PS
43
Pinney & Scofield
Massachusetts
$5.3M +$5.64M +227,805 New
Betterment LLC
44
Betterment LLC
New York
$5.29M +$475K +19,178 +9%
PWM
45
PBMares Wealth Management
Virginia
$5.25M +$186K +7,502 +3%
APC
46
Asset Planning Corporation
Tennessee
$5.21M -$2.57M -103,623 -32%
EAM
47
Evanson Asset Management
California
$5.14M +$183K +7,398 +3%
CW
48
Curio Wealth
Maryland
$4.83M +$5.14M +207,569 New
HWM
49
Hemington Wealth Management
Virginia
$4.8M +$766K +30,956 +18%
PFA
50
Pillar Financial Advisors
Kentucky
$4.79M +$5.09M +205,700 New