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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
W
76
WPWealth
Texas
$1.6M -$106K -4,821 -6%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$1.56M +$146K +6,620 +10%
RFP
78
RCS Financial Planning
Maryland
$1.52M -$311K -14,116 -17%
SFS
79
Sowell Financial Services
Arkansas
$1.51M +$146K +6,636 +11%
JFG
80
JMG Financial Group
Illinois
$1.5M +$192K +8,713 +15%
BWA
81
BCU Wealth Advisors
Illinois
$1.49M +$291K +13,193 +25%
AC
82
Applied Capital
Arkansas
$1.47M +$132K +5,971 +10%
AWM
83
Arista Wealth Management
Nevada
$1.46M -$6.71M -304,666 -82%
BIG
84
Builder Investment Group
Georgia
$1.41M +$18K +816 +1%
PA
85
PFG Advisors
Arizona
$1.39M +$97.9K +4,443 +8%
CA
86
CGN Advisors
Kansas
$1.39M +$22.2K +1,007 +2%
TCWM
87
Total Clarity Wealth Management
Illinois
$1.24M +$39.2K +1,781 +3%
DPW
88
DiNuzzo Private Wealth
Pennsylvania
$1.22M -$7.75K -352 -0.6%
PWIA
89
Porter White Investment Advisors
Alabama
$1.19M +$70.2K +3,186 +6%
HCM
90
Hutchinson Capital Management
California
$1.15M +$19.5K +885 +2%
MRWM
91
ML&R Wealth Management
Texas
$1.15M +$6.52K +296 +0.6%
MFT
92
Moisand Fitzgerald Tamayo
Florida
$1.11M +$67.7K +3,074 +7%
AWMNH
93
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.1M +$27.7K +1,259 +3%
ALWM
94
Andrews Lucia Wealth Management
California
$1.04M +$55.9K +2,536 +6%
AIS
95
American Investment Services
Massachusetts
$1.04M -$291K -13,186 -22%
VF
96
Vawter Financial
Ohio
$977K +$163K +7,390 +20%
Creative Planning
97
Creative Planning
Kansas
$922K +$158K +7,168 +21%
SCM
98
SOL Capital Management
Maryland
$907K +$53.1K +2,410 +6%
SFP
99
Sterling Financial Planning
New Jersey
$882K -$245K -11,117 -22%
KAS
100
Kestra Advisory Services
Texas
$875K -$62K -2,813 -7%