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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFO
51
Pathstone Family Office
New Jersey
$1.69M -$11.1M -505,577 -87%
SAG
52
SageView Advisory Group
California
$1.62M +$63.2K +2,873 +4%
BFA
53
Brown Financial Advisory
Alabama
$1.59M +$1.62M +73,824 New
PWM
54
PBMares Wealth Management
Virginia
$1.58M -$17K -774 -1%
DI
55
Disciplined Investments
Oklahoma
$1.47M +$282K +12,825 +23%
RFP
56
RCS Financial Planning
Maryland
$1.39M +$197K +8,979 +16%
RCG
57
Resource Consulting Group
Florida
$1.38M +$370K +16,812 +36%
MCA
58
Maryland Capital Advisors
Maryland
$1.33M +$444K +20,209 +48%
DAS
59
Dynamic Advisor Solutions
Arizona
$1.23M +$1.02M +46,560 +439%
SIS
60
Strategic Investment Solutions
Illinois
$1.2M -$97.7K -4,444 -7%
EAM
61
Evanson Asset Management
California
$1.19M +$447K +20,323 +58%
SFS
62
Sowell Financial Services
Arkansas
$1.13M +$193K +8,782 +20%
API
63
Advisor Partners II
California
$1.12M +$253K +11,492 +28%
JP Morgan Chase
64
JP Morgan Chase
New York
$1.07M +$94.7K +4,305 +9%
GTAM
65
Global Trust Asset Management
Florida
$1.07M -$69.8K -3,175 -6%
CWM
66
CarsonAllaria Wealth Management
Illinois
$1.07M +$48.2K +2,190 +5%
DFC
67
DBK Financial Counsel
Ohio
$1.07M +$292K +13,265 +36%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$1.07M +$104K +4,737 +11%
THL
69
Tillman Hartley LLC
Colorado
$1.05M +$140K +6,386 +15%
MML Investors Services
70
MML Investors Services
Massachusetts
$1.04M -$191K -8,697 -15%
MFT
71
Moisand Fitzgerald Tamayo
Florida
$999K -$88K -4,002 -8%
Osaic Holdings
72
Osaic Holdings
Arizona
$956K -$445K -20,224 -31%
AC
73
Applied Capital
Arkansas
$956K +$127K +5,773 +15%
AA
74
Advisory Alpha
Michigan
$927K +$18.6K +847 +2%
BSW
75
Buckingham Strategic Wealth
Missouri
$917K