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DFA Real Estate Securities Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
51
Chicago Partners Investment Group
Illinois
$6.43M +$541K +21,040 +10%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$6.1M +$546K +21,248 +10%
IWS
53
Integrity Wealth Solutions
Colorado
$6.06M +$580K +22,572 +11%
GCA
54
Gradient Capital Advisors
California
$5.74M +$129K +5,031 +2%
GWM
55
Grand Wealth Management
Michigan
$5.73M +$377K +14,685 +7%
SA
56
Seneschal Advisors
Washington
$5.66M +$82.8K +3,223 +2%
CC
57
Citrine Capital
California
$5.59M +$694K +26,998 +14%
MWM
58
Modera Wealth Management
New Jersey
$5.43M +$5.09M +198,109 +2,084%
LFGO
59
Legacy Financial Group (Oklahoma)
Oklahoma
$5.27M -$30.7K -1,196 -0.6%
HWMG
60
Hurlow Wealth Management Group
Indiana
$5.17M +$870K +33,866 +21%
DWM
61
Diversify Wealth Management
Utah
$5.16M -$245K -9,528 -5%
DAS
62
Diversify Advisory Services
Utah
$5.16M +$4.87M +189,461 New
DF
63
DecisionPoint Financial
Arizona
$5.1M +$2.13K +83 +0%
AWMNY
64
Arcadia Wealth Management (New York)
New York
$5.07M +$242K +9,424 +5%
SWGC
65
Summit Wealth Group (Colorado)
Colorado
$4.91M +$115K +4,487 +2%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$4.84M +$45K +1,751 +1%
PFS
67
Professional Financial Solutions
Virginia
$4.84M +$486K +18,911 +11%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$4.8M +$1.41M +54,957 +43%
RIAS
69
Rachor Investment Advisory Services
Michigan
$4.75M +$135K +5,261 +3%
WCM
70
Warburton Capital Management
Oklahoma
$4.72M +$534K +20,781 +13%
MHS
71
M Holdings Securities
Oregon
$4.7M -$333K -12,973 -7%
DI
72
Disciplined Investments
Oklahoma
$4.67M +$283K +11,023 +7%
AWM
73
AE Wealth Management
Kansas
$4.67M +$164K +6,380 +4%
SCA
74
Strathmore Capital Advisors
North Carolina
$4.67M +$521K +20,279 +13%
BWA
75
BCU Wealth Advisors
Illinois
$4.64M +$189K +7,362 +4%