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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
101
Allworth Financial
California
$1.12M -$110K -4,562 -9%
HCM
102
Hutchinson Capital Management
California
$1.12M
PWIA
103
Porter White Investment Advisors
Alabama
$1.1M -$10K -413 -1%
WAM
104
Weinberger Asset Management
California
$1.1M +$182K +7,511 +21%
AIS
105
American Investment Services
Massachusetts
$1.1M -$83.9K -3,467 -7%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$1.09M +$51.1K +2,111 +5%
AC
107
AWM Capital
Arizona
$1.06M +$1M +41,369 New
SFP
108
Sterling Financial Planning
New Jersey
$1.05M -$22.1K -913 -2%
GVAG
109
Great Valley Advisor Group
Delaware
$989K +$508 +21 +0.1%
KAS
110
Kestra Advisory Services
Texas
$947K -$85.3K -3,525 -9%
AA
111
Advisory Alpha
Michigan
$944K -$25.6K -1,057 -3%
HWMC
112
Heritage Wealth Management (California)
California
$939K -$27.6K -1,138 -3%
SFS
113
Sowell Financial Services
Arkansas
$930K -$742K -30,653 -46%
PAG
114
Private Advisor Group
New Jersey
$893K +$28.5K +1,178 +3%
TIAM2
115
Tru Independence Asset Management 2
Oregon
$891K +$841K +34,743 New
GTAM
116
Global Trust Asset Management
Florida
$871K -$78.1K -3,225 -9%
AC
117
Apella Capital
Connecticut
$783K +$250K +10,316 +50%
MWA
118
Monograph Wealth Advisors
California
$783K +$4.07K +168 +0.6%
DFC
119
DBK Financial Counsel
Ohio
$776K -$218K -9,024 -23%
LWM
120
Lodestone Wealth Management
Washington
$730K +$124K +5,119 +28%
CG
121
Caprock Group
Idaho
$716K +$676K +27,921 New
TC
122
TAGStone Capital
North Carolina
$704K +$3.39K +140 +0.5%
SFC
123
Sprinkle Financial Consultants
Colorado
$701K +$3.78K +156 +0.6%
DPI
124
Diversified Portfolios Inc
Michigan
$676K -$10.1K -417 -2%
FOA
125
Five Oceans Advisors
California
$673K -$15.5K -641 -2%