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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OA
51
Oceanside Advisors
South Carolina
$4.8M +$122K +5,245 +3%
LFGO
52
Legacy Financial Group (Oklahoma)
Oklahoma
$4.74M +$59.8K +2,577 +1%
GCA
53
Gradient Capital Advisors
California
$4.64M +$161K +6,938 +4%
FPAS
54
Focus Partners Advisor Solutions
Missouri
$4.59M +$465K +20,020 +11%
PWM
55
PBMares Wealth Management
Virginia
$4.58M -$121K -5,209 -3%
EFG
56
Elios Financial Group
Ohio
$4.52M -$103K -4,453 -2%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$4.44M +$2.1M +90,466 +92%
SWGC
58
Summit Wealth Group (Colorado)
Colorado
$4.35M +$4.31M +185,618 New
RWM
59
Rockwood Wealth Management
Pennsylvania
$4.32M -$330K -14,233 -7%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$4.18M -$4.97M -213,875 -55%
AWM
61
AE Wealth Management
Kansas
$4.05M +$499K +21,484 +14%
SA
62
Seneschal Advisors
Washington
$4.04M +$734K +31,631 +22%
BFA
63
Brown Financial Advisory
Alabama
$3.9M -$6.99M -301,257 -64%
RWM
64
Ruedi Wealth Management
Illinois
$3.89M -$293K -12,603 -7%
IWS
65
Integrity Wealth Solutions
Colorado
$3.83M +$347K +14,951 +10%
AWMNY
66
Arcadia Wealth Management (New York)
New York
$3.71M +$156K +6,714 +4%
EAM
67
Evanson Asset Management
California
$3.69M +$140K +6,024 +4%
CC
68
Citrine Capital
California
$3.68M -$134K -5,754 -4%
GWM
69
Grand Wealth Management
Michigan
$3.67M -$60.3K -2,599 -2%
LI
70
LRI Investments
Florida
$3.48M +$2.19M +94,159 +174%
MCA
71
Maryland Capital Advisors
Maryland
$3.43M +$94K +4,050 +3%
BWA
72
BCU Wealth Advisors
Illinois
$3.24M +$376K +16,203 +13%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$3.15M -$375K -16,166 -11%
IWC
74
Integrated Wealth Concepts
Massachusetts
$3.12M +$28.2K +1,214 +0.9%
AC
75
Apella Capital
Connecticut
$3.08M +$766K +32,976 +34%