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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HKIMG
101
Hutchens & Kramer Investment Management Group
Indiana
$367K -$10.8K -510 -3%
CIAS
102
CFS Investment Advisory Services
New Jersey
$344K -$7.57K -358 -2%
WWM
103
Wolff Wiese Magana
California
$322K -$9.43K -446 -3%
JFG
104
JMG Financial Group
Illinois
$309K
USCWA
105
U.S. Capital Wealth Advisors
Texas
$300K +$14.9K +706 +5%
GA
106
Greenspring Advisors
Maryland
$299K -$265K -12,526 -47%
MWM
107
Modera Wealth Management
New Jersey
$275K -$8.04K -380 -3%
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$240K +$236K +11,155 New
FWM
109
FMB Wealth Management
California
$236K +$232K +10,951 New
BCM
110
Brookstone Capital Management
Illinois
$234K +$782 +37 +0.3%
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$219K +$59.2K +2,800 +38%
Citadel Advisors
112
Citadel Advisors
Florida
$217K -$368K -17,388 -63%
HWMT
113
Heritage Wealth Management (Texas)
Texas
$207K -$33.2K -1,570 -14%
WP
114
WealthSource Partners
California
$207K -$181K -8,564 -47%
BHWM
115
Bay Harbor Wealth Management
Maryland
$204K +$71.7K +3,391 +55%
TWA
116
TCI Wealth Advisors
Arizona
$204K +$21.3K +1,009 +12%
TIM
117
Tortoise Investment Management
New York
$203K +$199K +9,424 New
PW
118
Peninsula Wealth
California
$202K +$198K +9,387 New
VCM
119
Versant Capital Management
Arizona
$167K +$164K +7,778 New
AF
120
Allworth Financial
California
$155K -$29.3K -1,388 -16%
CPA
121
Cardiff Park Advisors
California
$153K -$255K -12,037 -63%
MFA
122
McClarren Financial Advisors
Pennsylvania
$117K +$116K +5,470 New
UB
123
UMB Bank
Missouri
$105K +$103K +4,859 New
BCM
124
Blume Capital Management
California
$93.1K
JP Morgan Chase
125
JP Morgan Chase
New York
$83K -$974K -46,045 -92%