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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
76
Laurel Wealth Advisors (California)
California
$562K +$563K +26,562 New
SFP
77
Sterling Financial Planning
New Jersey
$561K +$562K +26,531 New
ALWM
78
Andrews Lucia Wealth Management
California
$558K +$55K +2,596 +11%
BIG
79
Builder Investment Group
Georgia
$517K +$518K +24,436 New
CA
80
CGN Advisors
Kansas
$507K +$508K +23,993 New
KAS
81
Kestra Advisory Services
Texas
$447K +$448K +21,144 New
MCM
82
Morton Capital Management
California
$440K +$10.6K +502 +2%
NA
83
NewEdge Advisors
Louisiana
$434K +$434K +20,505 New
BA
84
Bridge Advisory
California
$427K +$427K +20,171 New
MWM
85
Meritas Wealth Management
California
$423K +$424K +19,992 New
MW
86
MBL Wealth
North Carolina
$407K -$269K -12,685 -40%
CPA
87
Cardiff Park Advisors
California
$405K +$389K +18,342 +2,248%
TFA
88
Triad Financial Advisors
North Carolina
$380K +$381K +17,971 New
BCM
89
Brookstone Capital Management
Illinois
$367K +$361K +17,032 New
Betterment LLC
90
Betterment LLC
New York
$366K +$367K +17,328 New
FPCG
91
Forum Private Client Group
Indiana
$365K +$138K +6,512 +61%
WWM
92
Wolff Wiese Magana
California
$346K +$67.3K +3,178 +24%
VF
93
Vawter Financial
Ohio
$326K +$326K +15,394 New
CIAS
94
CFS Investment Advisory Services
New Jersey
$303K +$12.8K +603 +4%
CPIG
95
Chicago Partners Investment Group
Illinois
$297K +$10.3K +487 +4%
MWM
96
Modera Wealth Management
New Jersey
$289K +$290K +13,672 New
AWM
97
Align Wealth Management
Oklahoma
$289K +$298K +14,049 New
BCM
98
Brainard Capital Management
Texas
$279K +$279K +13,190 New
PWIA
99
Porter White Investment Advisors
Alabama
$274K +$274K +12,941 New
USCWA
100
U.S. Capital Wealth Advisors
Texas
$265K +$265K +12,520 New