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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
101
Sterling Financial Planning
New Jersey
$929K +$56.2K +2,618 +7%
Jane Street
102
Jane Street
New York
$929K +$613K +28,540 +212%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$895K +$626K +29,165 +257%
KAS
104
Kestra Advisory Services
Texas
$894K +$28.5K +1,328 +3%
DFC
105
DBK Financial Counsel
Ohio
$869K +$170K +7,910 +25%
FWM
106
FMB Wealth Management
California
$855K +$146K +6,786 +21%
GVAG
107
Great Valley Advisor Group
Delaware
$852K +$828K +38,545 New
AA
108
Advisory Alpha
Michigan
$837K -$10.8K -505 -1%
HWMC
109
Heritage Wealth Management (California)
California
$835K +$17.6K +821 +2%
GTAM
110
Global Trust Asset Management
Florida
$822K +$3.44K +160 +0.4%
WAM
111
Weinberger Asset Management
California
$782K +$146K +6,796 +24%
PAG
112
Private Advisor Group
New Jersey
$744K +$435K +20,266 +151%
MGWA
113
Monument Group Wealth Advisors
Massachusetts
$724K -$1.86M -86,760 -73%
MWA
114
Monograph Wealth Advisors
California
$671K +$652K +30,375 New
Osaic Holdings
115
Osaic Holdings
Arizona
$656K -$75.2K -3,502 -11%
TC
116
TAGStone Capital
North Carolina
$604K +$41.4K +1,928 +8%
SFC
117
Sprinkle Financial Consultants
Colorado
$601K +$81K +3,769 +16%
FOA
118
Five Oceans Advisors
California
$594K +$102K +4,762 +22%
DPI
119
Diversified Portfolios Inc
Michigan
$592K -$2.02K -94 -0.3%
SCM
120
SOL Capital Management
Maryland
$587K -$300K -13,960 -34%
LWM
121
Lodestone Wealth Management
Washington
$535K +$21.8K +1,014 +6%
AWM
122
Arista Wealth Management
Nevada
$528K -$889K -41,373 -63%
DWM
123
Drive Wealth Management
Utah
$523K -$68.3K -3,179 -12%
RWM
124
Raffa Wealth Management
District of Columbia
$500K -$109K -5,090 -18%
AAM
125
Austin Asset Management
Texas
$499K