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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
76
Firethorn Wealth Partners
Georgia
$947K +$72.6K +3,432 +8%
AA
77
Advisory Alpha
Michigan
$934K +$4.8K +227 +0.5%
MFT
78
Moisand Fitzgerald Tamayo
Florida
$926K -$73.6K -3,481 -7%
Betterment LLC
79
Betterment LLC
New York
$852K +$172K +8,135 +26%
BIG
80
Builder Investment Group
Georgia
$829K +$38.6K +1,826 +5%
FPCG
81
Forum Private Client Group
Indiana
$782K +$268K +12,698 +54%
Jane Street
82
Jane Street
New York
$750K -$1.31M -62,119 -64%
ALWM
83
Andrews Lucia Wealth Management
California
$748K +$65.9K +3,115 +10%
KAS
84
Kestra Advisory Services
Texas
$729K +$195K +9,207 +37%
SIS
85
Strategic Investment Solutions
Illinois
$708K -$460K -21,740 -39%
SHFA
86
SC&H Financial Advisors
Maryland
$698K -$24.8K -1,175 -3%
SFP
87
Sterling Financial Planning
New Jersey
$623K +$34K +1,610 +6%
Osaic Holdings
88
Osaic Holdings
Arizona
$602K -$350K -16,549 -37%
LFGO
89
Legacy Financial Group (Oklahoma)
Oklahoma
$599K +$589K +27,840 New
GJIA
90
Glass Jacobson Investment Advisors
Maryland
$582K +$572K +27,067 New
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$546K -$306K -14,491 -36%
VF
92
Vawter Financial
Ohio
$544K +$52.6K +2,486 +11%
FOA
93
Five Oceans Advisors
California
$503K -$302K -14,286 -38%
WCA
94
Waypoint Capital Advisors
Minnesota
$476K +$250K +11,814 +115%
RA
95
RFG Advisory
Alabama
$451K +$443K +20,945 New
PWIA
96
Porter White Investment Advisors
Alabama
$451K +$123K +5,826 +39%
CCA
97
Cravens & Co Advisors
Tennessee
$420K -$101K -4,754 -20%
NWM
98
Northwest Wealth Management
Iowa
$406K +$186K +8,812 +88%
MCM
99
Morton Capital Management
California
$404K -$50.8K -2,403 -11%
BA
100
Bridge Advisory
California
$392K +$107K +5,063 +39%