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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
51
Rockwood Wealth Management
Pennsylvania
$4.66M -$352K -14,200 -7%
EFG
52
Elios Financial Group
Ohio
$4.63M +$16K +647 +0.3%
FH
53
Financial Harvest
Florida
$4.53M +$4.82M +194,763 New
CPIG
54
Chicago Partners Investment Group
Illinois
$4.43M +$137K +5,547 +3%
DF
55
DecisionPoint Financial
Arizona
$4.39M +$218K +8,815 +5%
LFGO
56
Legacy Financial Group (Oklahoma)
Oklahoma
$4.36M +$573K +23,163 +14%
OA
57
Oceanside Advisors
South Carolina
$4.35M +$101K +4,061 +2%
SPWM
58
Straight Path Wealth Management
Michigan
$4.33M +$211K +8,543 +5%
GCA
59
Gradient Capital Advisors
California
$4.29M +$134K +5,393 +3%
RWM
60
Ruedi Wealth Management
Illinois
$3.87M -$157K -6,343 -4%
CC
61
Citrine Capital
California
$3.73M +$3.97M +160,397 New
GWM
62
Grand Wealth Management
Michigan
$3.32M +$692K +27,971 +24%
AWMNY
63
Arcadia Wealth Management (New York)
New York
$3.23M +$3.43M +138,731 New
AWM
64
AE Wealth Management
Kansas
$3.22M +$74K +2,991 +2%
MCA
65
Maryland Capital Advisors
Maryland
$3.16M +$264K +10,682 +9%
IWS
66
Integrity Wealth Solutions
Colorado
$3.15M +$452K +18,241 +16%
IWC
67
Integrated Wealth Concepts
Massachusetts
$3.08M -$315K -12,736 -9%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$3.01M +$877K +35,407 +38%
AI
69
Atria Investments
North Carolina
$3M +$2.88M +116,449 +931%
Pathstone Holdings
70
Pathstone Holdings
New Jersey
$2.99M +$705K +28,487 +29%
SA
71
Seneschal Advisors
Washington
$2.86M +$3.04M +122,862 New
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$2.79M +$7.97K +322 +0.3%
CWM
73
CarsonAllaria Wealth Management
Illinois
$2.77M +$112K +4,522 +4%
BWMG
74
Bannerman Wealth Management Group
Texas
$2.72M +$2.89M +116,681 New
SIS
75
Strategic Investment Solutions
Illinois
$2.64M +$291K +11,747 +13%