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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFGO
51
Legacy Financial Group (Oklahoma)
Oklahoma
$3.28M +$511K +23,211 +19%
SPWM
52
Straight Path Wealth Management
Michigan
$3.15M +$307K +13,953 +11%
SAM
53
Satovsky Asset Management
New York
$3.15M +$180K +8,149 +6%
GWM
54
Grand Wealth Management
Michigan
$3.05M +$442K +20,043 +17%
CPIG
55
Chicago Partners Investment Group
Illinois
$3.01M +$464K +21,039 +17%
Pathstone Holdings
56
Pathstone Holdings
New Jersey
$2.76M -$170K -7,696 -6%
MGWA
57
Monument Group Wealth Advisors
Massachusetts
$2.67M +$564K +25,587 +27%
MCA
58
Maryland Capital Advisors
Maryland
$2.58M +$135K +6,141 +6%
AWM
59
AE Wealth Management
Kansas
$2.57M -$9.56M -434,121 -79%
CWM
60
CarsonAllaria Wealth Management
Illinois
$2.43M +$423K +19,202 +21%
IWS
61
Integrity Wealth Solutions
Colorado
$2.29M +$70.2K +3,186 +3%
AWM
62
Apollon Wealth Management
South Carolina
$2.16M +$58.8K +2,667 +3%
HWM
63
Hemington Wealth Management
Virginia
$2.13M +$1.25M +56,743 +147%
WWWM
64
White Wing Wealth Management
Texas
$2.13M -$167K -7,582 -7%
JC
65
Jentner Corp
Ohio
$2.12M -$30.1K -1,364 -1%
RA
66
RFG Advisory
Alabama
$2.11M -$31.9K -1,446 -2%
DI
67
Disciplined Investments
Oklahoma
$2.07M +$102K +4,608 +5%
SWG
68
Summit Wealth Group
Vermont
$2.06M +$105K +4,746 +5%
FPCG
69
Forum Private Client Group
Indiana
$2M +$624K +28,337 +46%
SRCM
70
Signature Resources Capital Management
California
$1.93M -$74.4K -3,376 -4%
Corient Private Wealth
71
Corient Private Wealth
Florida
$1.92M -$161K -7,292 -8%
SAG
72
SageView Advisory Group
California
$1.8M +$6.41K +291 +0.4%
MML Investors Services
73
MML Investors Services
Massachusetts
$1.76M +$124K +5,613 +8%
THL
74
Tillman Hartley LLC
Colorado
$1.74M +$72.1K +3,274 +4%
GJIA
75
Glass Jacobson Investment Advisors
Maryland
$1.69M +$181K +8,232 +12%