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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWMG
76
Bannerman Wealth Management Group
Texas
$3.27M +$274K +11,601 +9%
FPAS
77
Focus Partners Advisor Solutions
Missouri
$3.26M -$1.37M -58,079 -30%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$3.04M +$465K +19,739 +18%
SCA
79
Strathmore Capital Advisors
North Carolina
$2.83M +$109K +4,629 +4%
MML Investors Services
80
MML Investors Services
Massachusetts
$2.8M +$98.4K +4,175 +4%
BH
81
Burk Holdings
Oklahoma
$2.59M +$349K +14,797 +16%
SIMC
82
Squire Investment Management Company
Utah
$2.59M +$497K +21,083 +24%
PA
83
PFG Advisors
Arizona
$2.5M +$404K +17,144 +20%
JWM
84
Johnson Wealth Management
North Dakota
$2.48M +$2.45M +103,894 New
SWG
85
Summit Wealth Group
Vermont
$2.47M +$39.2K +1,661 +2%
WCM
86
Warburton Capital Management
Oklahoma
$2.43M +$510K +21,642 +27%
CWM
87
CarsonAllaria Wealth Management
Illinois
$2.41M +$35.9K +1,524 +2%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$2.36M -$80.8K -3,426 -3%
BIG
89
Builder Investment Group
Georgia
$2.35M +$116K +4,931 +5%
GJIA
90
Glass Jacobson Investment Advisors
Maryland
$2.33M +$130K +5,509 +6%
AC
91
Applied Capital
Arkansas
$2.12M +$157K +6,648 +8%
THL
92
Tillman Hartley LLC
Colorado
$2.12M +$72.3K +3,068 +4%
NA
93
Note Advisors
New York
$2.05M +$189K +8,030 +10%
FWM
94
FMB Wealth Management
California
$2.05M +$362K +15,368 +22%
FMWA
95
Forvis Mazars Wealth Advisors
Missouri
$2.01M -$900K -38,183 -31%
PAM
96
Pacific Asset Management
Washington
$2M +$105K +4,474 +6%
SAG
97
SageView Advisory Group
California
$1.94M +$26.5K +1,125 +1%
AWM
98
Austin Wealth Management
Texas
$1.93M -$550K -23,315 -23%
Creative Planning
99
Creative Planning
Kansas
$1.93M +$6.39K +271 +0.3%
Osaic Holdings
100
Osaic Holdings
Arizona
$1.9M +$1.24M +52,611 +194%