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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
76
Professional Financial Solutions
Virginia
$3.15M +$3.23M +137,730 New
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$3.02M +$40.9K +1,745 +1%
HWMG
78
Hurlow Wealth Management Group
Indiana
$2.94M +$1.18M +50,407 +65%
SCA
79
Strathmore Capital Advisors
North Carolina
$2.9M +$190K +8,131 +7%
MML Investors Services
80
MML Investors Services
Massachusetts
$2.86M +$182K +7,751 +7%
WCM
81
Warburton Capital Management
Oklahoma
$2.81M +$496K +21,169 +21%
BIG
82
Builder Investment Group
Georgia
$2.81M +$568K +24,271 +25%
JWM
83
Johnson Wealth Management
North Dakota
$2.75M +$383K +16,347 +16%
BFA
84
Brown Financial Advisory
Alabama
$2.74M -$602K -25,692 -18%
THL
85
Tillman Hartley LLC
Colorado
$2.73M +$706K +30,154 +34%
SIMC
86
Squire Investment Management Company
Utah
$2.72M +$243K +10,394 +10%
PA
87
PFG Advisors
Arizona
$2.66M +$274K +11,701 +11%
IWC
88
Integrated Wealth Concepts
Massachusetts
$2.6M -$693K -29,604 -21%
GJIA
89
Glass Jacobson Investment Advisors
Maryland
$2.49M +$255K +10,906 +11%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$2.44M -$1.05M -44,767 -30%
SWG
91
Summit Wealth Group
Vermont
$2.41M +$48.1K +2,052 +2%
CWM
92
CarsonAllaria Wealth Management
Illinois
$2.4M +$87.2K +3,724 +4%
Corient Private Wealth
93
Corient Private Wealth
Florida
$2.29M +$1.22M +52,037 +109%
FPAS
94
Focus Partners Advisor Solutions
Missouri
$2.23M -$944K -40,292 -29%
AC
95
Applied Capital
Arkansas
$2.19M +$158K +6,742 +8%
NA
96
Note Advisors
New York
$2.17M +$134K +5,707 +7%
FWM
97
FMB Wealth Management
California
$2.01M +$46.1K +1,970 +2%
AF
98
Allworth Financial
California
$2.01M +$355K +15,151 +21%
PAM
99
Pacific Asset Management
Washington
$2.01M +$92.8K +3,961 +5%
Osaic Holdings
100
Osaic Holdings
Arizona
$1.98M +$153K +6,533 +8%