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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$2.18M +$2.37M +111,896 New
SPWM
52
Straight Path Wealth Management
Michigan
$2.08M +$264K +12,444 +13%
CPIG
53
Chicago Partners Investment Group
Illinois
$2M +$794K +37,430 +53%
AWM
54
Apollon Wealth Management
South Carolina
$1.89M +$108K +5,100 +6%
Corient Private Wealth
55
Corient Private Wealth
Florida
$1.85M -$67.9K -3,202 -3%
PWM
56
PBMares Wealth Management
Virginia
$1.76M +$144K +6,795 +8%
MCA
57
Maryland Capital Advisors
Maryland
$1.73M +$289K +13,630 +18%
SWA
58
Sax Wealth Advisors
New Jersey
$1.6M +$734K +34,628 +73%
RFP
59
RCS Financial Planning
Maryland
$1.58M +$241K +11,385 +16%
DI
60
Disciplined Investments
Oklahoma
$1.57M +$47.8K +2,253 +3%
SWG
61
Summit Wealth Group
Vermont
$1.56M +$45.6K +2,148 +3%
SAG
62
SageView Advisory Group
California
$1.55M +$77K +3,632 +5%
CWM
63
CarsonAllaria Wealth Management
Illinois
$1.48M +$415K +19,568 +35%
Betterment LLC
64
Betterment LLC
New York
$1.41M +$690K +32,535 +82%
BSW
65
Buckingham Strategic Wealth
Missouri
$1.39M +$55.7K +2,627 +4%
THL
66
Tillman Hartley LLC
Colorado
$1.36M +$83.5K +3,939 +6%
MML Investors Services
67
MML Investors Services
Massachusetts
$1.35M +$104K +4,906 +8%
PFO
68
Pathstone Family Office
New Jersey
$1.25M -$89K -4,196 -4%
SFS
69
Sowell Financial Services
Arkansas
$1.14M +$109K +5,136 +10%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$1.12M -$407K -19,181 -25%
AC
71
Applied Capital
Arkansas
$1.1M +$99.4K +4,686 +9%
API
72
Advisor Partners II
California
$1.07M -$90K -4,245 -7%
HCM
73
Hutchinson Capital Management
California
$1.06M
BIG
74
Builder Investment Group
Georgia
$1.03M +$304K +14,319 +37%
PA
75
PFG Advisors
Arizona
$995K +$105K +4,973 +11%