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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
26
Dynamic Advisor Solutions
Arizona
$9.29M +$192K +8,277 +2%
LPL Financial
27
LPL Financial
California
$9.24M +$2.03M +87,600 +29%
WCWM
28
Willow Creek Wealth Management
California
$9.06M +$126K +5,412 +1%
Raymond James Financial
29
Raymond James Financial
Florida
$8.66M +$254K +10,938 +3%
JTWM
30
Jackson Thornton Wealth Management
Alabama
$8.35M +$992K +42,726 +14%
TFO
31
Timonier Family Office
North Carolina
$8.02M +$764K +32,917 +11%
HSG
32
Helen Stephens Group
Texas
$7.9M -$151K -6,505 -2%
CPW
33
Crestmont Private Wealth
Texas
$7.73M -$199K -8,558 -3%
OFA
34
Onyx Financial Advisors
Idaho
$7.55M +$50.7K +2,183 +0.7%
Betterment LLC
35
Betterment LLC
New York
$7.28M +$972K +41,875 +16%
PS
36
Pinney & Scofield
Massachusetts
$6.61M +$570K +24,561 +10%
BPA
37
Beacon Pointe Advisors
California
$6.28M -$118K -5,099 -2%
VAG
38
Vannoy Advisory Group
Texas
$5.96M +$121K +5,193 +2%
SFO
39
Stokes Family Office
Louisiana
$5.93M +$9.68K +417 +0.2%
DF
40
DecisionPoint Financial
Arizona
$5.73M +$1.19M +51,174 +27%
PFG
41
Pinnacle Financial Group
Illinois
$5.7M +$97.1K +4,182 +2%
PAG
42
Private Advisor Group
New Jersey
$5.67M +$1.33M +57,173 +31%
DWM
43
Diversify Wealth Management
Utah
$5.51M -$917K -39,488 -14%
PFA
44
Pillar Financial Advisors
Kentucky
$5.36M +$148K +6,358 +3%
CW
45
Curio Wealth
Maryland
$5.34M +$5.27M +227,138 +48,952%
SPWM
46
Straight Path Wealth Management
Michigan
$5.27M +$420K +18,091 +9%
FH
47
Financial Harvest
Florida
$5.24M +$5.19M +223,532 New
APC
48
Asset Planning Corporation
Tennessee
$5.09M +$1.6K +69 +0%
AC
49
AWM Capital
Arizona
$4.95M +$2.61M +112,274 +114%
CPIG
50
Chicago Partners Investment Group
Illinois
$4.81M +$104K +4,468 +2%