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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
101
Kestra Advisory Services
Texas
$954K -$76.4K -3,731 -8%
HWMC
102
Heritage Wealth Management (California)
California
$926K +$834K +40,711 New
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$916K +$126K +6,159 +18%
AA
104
Advisory Alpha
Michigan
$886K -$71.5K -3,490 -8%
HWM
105
Hemington Wealth Management
Virginia
$877K +$790K +38,582 New
SCM
106
SOL Capital Management
Maryland
$867K +$781K +38,120 New
VF
107
Vawter Financial
Ohio
$825K +$290K +14,179 +64%
DWM
108
Drive Wealth Management
Utah
$802K -$209K -10,183 -22%
GTAM
109
Global Trust Asset Management
Florida
$788K -$242K -11,792 -25%
Creative Planning
110
Creative Planning
Kansas
$774K +$698K +34,051 New
FPAS
111
Focus Partners Advisor Solutions
Missouri
$711K +$640K +31,265 New
FWP
112
Firethorn Wealth Partners
Georgia
$709K -$219K -10,702 -26%
FWM
113
FMB Wealth Management
California
$687K +$375K +18,325 +154%
Osaic Holdings
114
Osaic Holdings
Arizona
$601K -$392K -19,156 -42%
DPI
115
Diversified Portfolios Inc
Michigan
$600K +$541K +26,400 New
CAM
116
CPA Asset Management
Florida
$587K +$72.7K +3,549 +16%
WAM
117
Weinberger Asset Management
California
$554K +$499K +24,381 New
Morgan Stanley
118
Morgan Stanley
New York
$538K +$481K +23,500 +13,128%
FWM
119
Fonville Wealth Management
Virginia
$522K +$470K +22,942 New
AAM
120
Austin Asset Management
Texas
$514K +$191K +9,300 +70%
FOA
121
Five Oceans Advisors
California
$493K -$40.3K -1,966 -8%
LWM
122
Lodestone Wealth Management
Washington
$470K +$331K +16,143 New
RWM
123
Raffa Wealth Management
District of Columbia
$464K +$418K +20,424 New
HWMT
124
Heritage Wealth Management (Texas)
Texas
$456K +$411K +20,041 New
FFM
125
Flagstone Financial Management
Nebraska
$438K +$395K +19,274 New