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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFT
51
Moisand Fitzgerald Tamayo
Florida
$1.07M +$1.07M +50,511 New
AWM
52
Arista Wealth Management
Nevada
$1.03M +$1.03M +48,787 New
CWM
53
CarsonAllaria Wealth Management
Illinois
$1.01M +$276K +13,018 +38%
AWM
54
AE Wealth Management
Kansas
$1M +$270K +12,739 +37%
RCG
55
Resource Consulting Group
Florida
$1M +$693K +32,723 +225%
JP Morgan Chase
56
JP Morgan Chase
New York
$965K +$961K +45,375 +20,257%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$949K +$951K +44,865 New
SFS
58
Sowell Financial Services
Arkansas
$928K +$501K +23,659 +117%
BSW
59
Buckingham Strategic Wealth
Missouri
$917K +$918K +43,338 New
EGWAG
60
Elwood & Goetz Wealth Advisory Group
Georgia
$911K +$545K +25,726 +148%
THL
61
Tillman Hartley LLC
Colorado
$902K +$904K +42,650 New
AA
62
Advisory Alpha
Michigan
$895K -$17.8K -842 -2%
MCA
63
Maryland Capital Advisors
Maryland
$886K +$100K +4,732 +13%
Corient Private Wealth
64
Corient Private Wealth
Florida
$881K +$883K +41,672 New
API
65
Advisor Partners II
California
$856K +$857K +40,456 New
AC
66
Applied Capital
Arkansas
$819K +$288K +13,587 +54%
AIS
67
American Investment Services
Massachusetts
$814K +$234K +11,060 +40%
DFC
68
DBK Financial Counsel
Ohio
$771K +$772K +36,455 New
JC
69
Jentner Corp
Ohio
$768K +$769K +36,310 New
EAM
70
Evanson Asset Management
California
$739K +$314K +14,822 +74%
HCM
71
Hutchinson Capital Management
California
$735K -$398K -18,805 -35%
FOA
72
Five Oceans Advisors
California
$727K +$259K +12,205 +55%
FWP
73
Firethorn Wealth Partners
Georgia
$691K +$185K +8,725 +36%
SHFA
74
SC&H Financial Advisors
Maryland
$655K +$656K +30,976 New
CCA
75
Cravens & Co Advisors
Tennessee
$566K +$567K +26,767 New