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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
51
Hemington Wealth Management
Virginia
$4.34M +$1.03M +42,361 +32%
LFGO
52
Legacy Financial Group (Oklahoma)
Oklahoma
$4.06M +$157K +6,473 +4%
IWC
53
Integrated Wealth Concepts
Massachusetts
$3.72M -$847 -35 -0%
AWM
54
AE Wealth Management
Kansas
$3.47M +$261K +10,782 +9%
MCA
55
Maryland Capital Advisors
Maryland
$3.2M +$141K +5,808 +5%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$3.04M -$533K -22,000 -16%
IWS
57
Integrity Wealth Solutions
Colorado
$3M +$241K +9,945 +9%
GWM
58
Grand Wealth Management
Michigan
$2.94M +$114K +4,690 +4%
CWM
59
CarsonAllaria Wealth Management
Illinois
$2.93M -$13.4K -553 -0.5%
SWA
60
Sax Wealth Advisors
New Jersey
$2.89M -$35.5K -1,466 -1%
CCM
61
Carlson Capital Management
Minnesota
$2.7M -$1.99M -82,121 -44%
Osaic Holdings
62
Osaic Holdings
Arizona
$2.68M +$1.81M +74,893 +252%
Pathstone Holdings
63
Pathstone Holdings
New Jersey
$2.56M +$243K +10,048 +11%
DI
64
Disciplined Investments
Oklahoma
$2.55M +$177K +7,331 +8%
RFP
65
RCS Financial Planning
Maryland
$2.52M -$11.2K -462 -0.5%
Creative Planning
66
Creative Planning
Kansas
$2.43M +$51K +2,108 +2%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$2.4M +$255K +10,549 +13%
SIS
68
Strategic Investment Solutions
Illinois
$2.4M -$2.28K -94 -0.1%
BWA
69
BCU Wealth Advisors
Illinois
$2.36M +$367K +15,152 +20%
SWG
70
Summit Wealth Group
Vermont
$2.34M -$114K -4,724 -5%
THL
71
Tillman Hartley LLC
Colorado
$2.32M +$129K +5,329 +6%
GJIA
72
Glass Jacobson Investment Advisors
Maryland
$2.24M +$121K +4,989 +6%
Mariner
73
Mariner
Kansas
$2.24M -$1.18M -48,759 -36%
Corient Private Wealth
74
Corient Private Wealth
Florida
$2.24M +$140K +5,784 +7%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$2.21M +$407K +16,793 +24%