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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OA
51
Oceanside Advisors
South Carolina
$5.06M +$179K +7,575 +4%
GCA
52
Gradient Capital Advisors
California
$4.84M +$125K +5,303 +3%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$4.81M +$293K +12,444 +7%
LFGO
54
Legacy Financial Group (Oklahoma)
Oklahoma
$4.8M -$17.7K -749 -0.4%
DWM
55
Diversify Wealth Management
Utah
$4.78M -$790K -33,527 -14%
CPIG
56
Chicago Partners Investment Group
Illinois
$4.77M +$49.9K +2,118 +1%
SA
57
Seneschal Advisors
Washington
$4.54M +$424K +18,003 +10%
RWM
58
Rockwood Wealth Management
Pennsylvania
$4.18M -$207K -8,776 -5%
IWS
59
Integrity Wealth Solutions
Colorado
$4.17M +$266K +11,266 +7%
PPWM
60
PFG Private Wealth Management
Florida
$4.17M +$4.12M +174,724 New
CC
61
Citrine Capital
California
$4.04M +$300K +12,712 +8%
AWM
62
AE Wealth Management
Kansas
$4.01M -$98.5K -4,179 -2%
GWM
63
Grand Wealth Management
Michigan
$3.98M +$247K +10,469 +7%
RWM
64
Ruedi Wealth Management
Illinois
$3.98M +$23.3K +990 +0.6%
AWMNY
65
Arcadia Wealth Management (New York)
New York
$3.94M +$167K +7,104 +4%
EAM
66
Evanson Asset Management
California
$3.77M +$24.4K +1,034 +0.7%
MCA
67
Maryland Capital Advisors
Maryland
$3.74M +$251K +10,636 +7%
BWA
68
BCU Wealth Advisors
Illinois
$3.72M +$425K +18,026 +13%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$3.68M +$474K +20,095 +15%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$3.61M -$635K -26,919 -15%
BFA
71
Brown Financial Advisory
Alabama
$3.47M -$492K -20,851 -13%
AC
72
Apella Capital
Connecticut
$3.44M +$325K +13,780 +11%
IWC
73
Integrated Wealth Concepts
Massachusetts
$3.42M +$244K +10,330 +8%
AWM
74
Aprio Wealth Management
Georgia
$3.42M -$12.9M -546,577 -79%
DI
75
Disciplined Investments
Oklahoma
$3.3M +$175K +7,423 +6%