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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
51
Buckingham Strategic Wealth
Missouri
$3.01M +$1.25M +61,146 +86%
Pathstone Holdings
52
Pathstone Holdings
New Jersey
$2.98M +$2.68M +130,916 New
EAM
53
Evanson Asset Management
California
$2.97M +$322K +15,735 +14%
PWM
54
PBMares Wealth Management
Virginia
$2.97M +$822K +40,118 +44%
SPWM
55
Straight Path Wealth Management
Michigan
$2.89M +$420K +20,512 +19%
DF
56
DecisionPoint Financial
Arizona
$2.83M +$72.7K +3,550 +3%
LFGO
57
Legacy Financial Group (Oklahoma)
Oklahoma
$2.81M +$1.63M +79,364 +180%
CPIG
58
Chicago Partners Investment Group
Illinois
$2.67M +$314K +15,343 +14%
GWM
59
Grand Wealth Management
Michigan
$2.64M -$39.7K -1,936 -2%
RPG
60
Resource Planning Group
Georgia
$2.52M +$1.8M +88,097 New
MCA
61
Maryland Capital Advisors
Maryland
$2.49M +$427K +20,850 +24%
WWWM
62
White Wing Wealth Management
Texas
$2.37M +$2.14M +104,472 New
Betterment LLC
63
Betterment LLC
New York
$2.26M +$562K +27,419 +38%
IWS
64
Integrity Wealth Solutions
Colorado
$2.26M +$2.03M +99,179 New
JC
65
Jentner Corp
Ohio
$2.19M -$2.08M -101,495 -51%
RA
66
RFG Advisory
Alabama
$2.18M +$1.48M +72,045 +302%
AWM
67
Apollon Wealth Management
South Carolina
$2.14M -$61.5K -3,000 -3%
MGWA
68
Monument Group Wealth Advisors
Massachusetts
$2.14M +$1.92M +93,947 New
Corient Private Wealth
69
Corient Private Wealth
Florida
$2.11M -$35.5K -1,732 -2%
CWM
70
CarsonAllaria Wealth Management
Illinois
$2.03M +$283K +13,807 +18%
SRCM
71
Signature Resources Capital Management
California
$2.01M +$1.81M +88,259 New
DI
72
Disciplined Investments
Oklahoma
$2M +$150K +7,330 +9%
SWG
73
Summit Wealth Group
Vermont
$1.99M +$154K +7,521 +9%
RFP
74
RCS Financial Planning
Maryland
$1.86M +$15K +730 +0.9%
SAG
75
SageView Advisory Group
California
$1.75M +$13.5K +660 +0.8%