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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
51
Exencial Wealth Advisors
Oklahoma
$243K +$281K +11,843 New
FPCG
52
Forum Private Client Group
Indiana
$221K +$255K +10,743 New
MWM
53
Mission Wealth Management
California
$210K +$243K +10,230 New
Osaic Holdings
54
Osaic Holdings
Arizona
$181K +$209K +8,805 New
EWA
55
EverSource Wealth Advisors
Alabama
$119K +$137K +5,790 New
TWA
56
TCI Wealth Advisors
Arizona
$105K +$121K +5,111 New
AF
57
Allworth Financial
California
$93K
OCM
58
Orion Capital Management
California
$93K +$66.8K +2,814 +167%
AFS
59
Annapolis Financial Services
Maryland
$64K +$73.8K +3,111 New
IA
60
IFP Advisors
Florida
$49K
CPA
61
Cardiff Park Advisors
California
$17K +$71 +3 +0.4%
IFS
62
Intelligent Financial Strategies
Minnesota
$17K +$71 +3 +0.4%
UBS Group
63
UBS Group
Switzerland
$15K +$17K +718 New
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$13K -$102K -4,289 -87%
SIC
65
SJS Investment Consulting
Ohio
$9K +$10.4K +438 New
AF
66
Advisornet Financial
Minnesota
$6K +$7.17K +302 New
JP Morgan Chase
67
JP Morgan Chase
New York
$5K +$5.32K +224 New
Simplex Trading
68
Simplex Trading
Illinois
$3K +$4.22K +178 New
BHWM
69
Bay Harbor Wealth Management
Maryland
$2K +$2.37K +100 New
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
-$778K -33,646 Closed
RIM
71
Rockbridge Investment Management
New York
-$139K -6,024 Closed
TRCT
72
Tower Research Capital (TRC)
New York
+$142 +6 New