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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
101
Advisory Alpha
Michigan
$859K -$12.8K -581 -1%
GTAM
102
Global Trust Asset Management
Florida
$828K +$52.4K +2,380 +7%
HWMC
103
Heritage Wealth Management (California)
California
$827K -$82.7K -3,754 -9%
USCWA
104
U.S. Capital Wealth Advisors
Texas
$768K +$425K +19,300 +129%
Osaic Holdings
105
Osaic Holdings
Arizona
$742K +$149K +6,751 +26%
FWM
106
FMB Wealth Management
California
$714K +$37.6K +1,705 +6%
DFC
107
DBK Financial Counsel
Ohio
$702K +$390K +17,710 +129%
WAM
108
Weinberger Asset Management
California
$640K +$92.9K +4,218 +17%
RWM
109
Raffa Wealth Management
District of Columbia
$620K +$161K +7,311 +36%
DPI
110
Diversified Portfolios Inc
Michigan
$601K +$10.5K +475 +2%
DWM
111
Drive Wealth Management
Utah
$600K -$186K -8,442 -24%
TC
112
TAGStone Capital
North Carolina
$568K +$276K +12,530 +97%
EF
113
Empowered Funds
Pennsylvania
$537K +$529K +24,008 New
LWM
114
Lodestone Wealth Management
Washington
$529K +$31.7K +1,440 +9%
SFC
115
Sprinkle Financial Consultants
Colorado
$524K +$98.3K +4,460 +24%
AAM
116
Austin Asset Management
Texas
$506K
FOA
117
Five Oceans Advisors
California
$495K +$9.1K +413 +2%
FWM
118
Fonville Wealth Management
Virginia
$490K -$22.5K -1,021 -4%
WCFA
119
Walkner Condon Financial Advisors
Wisconsin
$486K +$274K +12,443 +134%
FWP
120
Firethorn Wealth Partners
Georgia
$465K -$229K -10,409 -33%
AC
121
Apella Capital
Connecticut
$452K +$448K +20,350 New
MWM
122
Melfa Wealth Management
Massachusetts
$448K +$441K +20,029 New
NWM
123
Northwest Wealth Management
Iowa
$435K +$7.27K +330 +2%
FFM
124
Flagstone Financial Management
Nebraska
$431K
HWMT
125
Heritage Wealth Management (Texas)
Texas
$428K -$19.7K -895 -4%