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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
Satovsky Asset Management
New York
$9.68M +$224K +9,554 +2%
TFO
27
Timonier Family Office
North Carolina
$9.32M +$529K +22,608 +6%
Raymond James Financial
28
Raymond James Financial
Florida
$9.23M +$805K +34,366 +9%
FFM
29
Forum Financial Management
Illinois
$9.18M -$20.1K -857 -0.2%
HSG
30
Helen Stephens Group
Texas
$8.65M +$709K +30,290 +9%
OFA
31
Onyx Financial Advisors
Idaho
$8.57M +$974K +41,574 +13%
PS
32
Pinney & Scofield
Massachusetts
$8.55M +$936K +39,962 +12%
Betterment LLC
33
Betterment LLC
New York
$8.12M +$148K +6,337 +2%
LI
34
LRI Investments
Florida
$8.08M +$2.16M +92,110 +35%
CPW
35
Crestmont Private Wealth
Texas
$7.56M -$54.9K -2,343 -0.7%
PFA
36
Pillar Financial Advisors
Kentucky
$7.17M +$909K +38,803 +14%
DAS
37
Dynamic Advisor Solutions
Arizona
$6.94M -$2.58M -110,320 -27%
SPWM
38
Straight Path Wealth Management
Michigan
$6.61M +$566K +24,153 +9%
VAG
39
Vannoy Advisory Group
Texas
$6.37M +$408K +17,434 +7%
PAG
40
Private Advisor Group
New Jersey
$6.35M +$1.2M +51,420 +23%
FH
41
Financial Harvest
Florida
$6.18M +$680K +29,053 +12%
CW
42
Curio Wealth
Maryland
$6.15M +$578K +24,670 +10%
SFO
43
Stokes Family Office
Louisiana
$6.02M +$100K +4,275 +2%
PFG
44
Pinnacle Financial Group
Illinois
$5.94M +$84.4K +3,605 +1%
AC
45
AWM Capital
Arizona
$5.84M +$249K +10,639 +4%
OA
46
Oceanside Advisors
South Carolina
$5.09M +$238K +10,153 +5%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$5.03M +$417K +17,795 +9%
CPIG
48
Chicago Partners Investment Group
Illinois
$4.99M +$271K +11,554 +6%
GCA
49
Gradient Capital Advisors
California
$4.72M +$70.2K +2,996 +1%
LFGO
50
Legacy Financial Group (Oklahoma)
Oklahoma
$4.64M +$25.9K +1,108 +0.6%