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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ALWM
101
Andrews Lucia Wealth Management
California
$2.82M +$388K +15,099 +16%
AC
102
Applied Capital
Arkansas
$2.72M +$107K +4,173 +4%
CWM
103
CarsonAllaria Wealth Management
Illinois
$2.6M +$61.2K +2,383 +2%
AF
104
Allworth Financial
California
$2.58M -$107K -4,171 -4%
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$2.58M +$127K +4,930 +5%
FWM
106
FMB Wealth Management
California
$2.52M +$51.6K +2,008 +2%
FJWM
107
Ferguson Johnson Wealth Management
Maryland
$2.42M +$158K +6,155 +7%
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$2.42M -$40.1K -1,559 -2%
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$2.21M +$1.51M +58,941 +230%
TP
110
Trailhead Planners
Minnesota
$2.2M -$153K -5,962 -7%
SAG
111
SageView Advisory Group
California
$2.01M -$134K -5,210 -6%
SWA
112
Sax Wealth Advisors
New Jersey
$1.95M +$1.48M +57,571 +230%
GCA
113
Greenwood Capital Associates
South Carolina
$1.93M +$808K +31,424 +75%
RPA
114
Redwood Park Advisors
California
$1.86M -$11.3K -441 -0.6%
GFM
115
GEN Financial Management
Minnesota
$1.85M +$1.25M +48,764 +222%
RFP
116
RCS Financial Planning
Maryland
$1.83M +$35.2K +1,368 +2%
FFG
117
First Financial Group
North Carolina
$1.8M +$51.1K +1,989 +3%
AIA
118
AssuredPartners Investment Advisors
Florida
$1.79M +$373K +14,496 +27%
VPWA
119
Vestia Personal Wealth Advisors
Indiana
$1.79M -$164K -6,368 -9%
WAM
120
Weinberger Asset Management
California
$1.73M +$114K +4,446 +7%
CA
121
CGN Advisors
Kansas
$1.65M +$20.4K +794 +1%
IWC
122
Infinity Wealth Counsel
Ohio
$1.52M +$72.7K +2,830 +5%
CA
123
Clune & Associates
Illinois
$1.48M -$306K -11,895 -17%
SEIA
124
Signature Estate & Investment Advisors
California
$1.48M +$23.9K +930 +2%
AWM
125
Apollon Wealth Management
South Carolina
$1.47M -$74.7K -2,905 -5%