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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JTWM
51
Jackson Thornton Wealth Management
Alabama
$3.43M +$3.33M +154,990 New
IWC
52
Integrated Wealth Concepts
Massachusetts
$3.2M -$7.66M -356,592 -71%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$3.13M -$2.06M -95,935 -40%
Mariner
54
Mariner
Kansas
$3.01M -$358K -16,686 -11%
HWM
55
Hemington Wealth Management
Virginia
$2.94M +$813K +37,836 +40%
AWM
56
AE Wealth Management
Kansas
$2.76M +$206K +9,594 +8%
MCA
57
Maryland Capital Advisors
Maryland
$2.63M +$78.6K +3,660 +3%
CWM
58
CarsonAllaria Wealth Management
Illinois
$2.54M +$136K +6,322 +6%
SWA
59
Sax Wealth Advisors
New Jersey
$2.53M -$1.07M -49,824 -30%
GWM
60
Grand Wealth Management
Michigan
$2.43M -$562K -26,148 -19%
IWS
61
Integrity Wealth Solutions
Colorado
$2.37M +$103K +4,774 +5%
NA
62
NewEdge Advisors
Louisiana
$2.36M -$2.61M -121,347 -53%
SIS
63
Strategic Investment Solutions
Illinois
$2.22M +$2.01M +93,778 New
RFP
64
RCS Financial Planning
Maryland
$2.18M +$663K +30,872 +46%
FPCG
65
Forum Private Client Group
Indiana
$2.13M +$151K +7,007 +8%
SWG
66
Summit Wealth Group
Vermont
$2.13M +$81.8K +3,807 +4%
RA
67
RFG Advisory
Alabama
$2.08M -$10.7K -497 -0.5%
Creative Planning
68
Creative Planning
Kansas
$2.04M +$1.1M +51,297 +124%
DI
69
Disciplined Investments
Oklahoma
$2.04M -$8.14K -379 -0.4%
Pathstone Holdings
70
Pathstone Holdings
New Jersey
$1.99M -$716K -33,340 -27%
THL
71
Tillman Hartley LLC
Colorado
$1.89M +$167K +7,775 +10%
MML Investors Services
72
MML Investors Services
Massachusetts
$1.88M +$133K +6,200 +8%
AWM
73
Apollon Wealth Management
South Carolina
$1.88M -$253K -11,800 -12%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$1.84M +$286K +13,301 +19%
GJIA
75
Glass Jacobson Investment Advisors
Maryland
$1.82M +$150K +6,977 +9%