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Dimensional US Real Estate ETF
DFAR

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
101
Allworth Financial
California
$1.59M +$50.7K +2,149 +3%
BH
102
Burk Holdings
Oklahoma
$1.58M +$365K +15,487 +30%
SWA
103
Sterling Wealth Advisors
Florida
$1.58M +$22.7K +962 +1%
ALWM
104
Andrews Lucia Wealth Management
California
$1.55M +$126K +5,348 +9%
JFG
105
JMG Financial Group
Illinois
$1.55M – – –
WCM
106
Warburton Capital Management
Oklahoma
$1.53M +$406K +17,220 +37%
NA
107
Note Advisors
New York
$1.49M +$314K +13,331 +27%
W
108
WPWealth
Texas
$1.45M -$2.22K -94 -0.2%
VPWA
109
Vestia Personal Wealth Advisors
Indiana
$1.43M +$181K +7,655 +15%
KAS
110
Kestra Advisory Services
Texas
$1.42M -$40.8K -1,730 -3%
AWMNH
111
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.38M +$29.2K +1,239 +2%
VF
112
Vawter Financial
Ohio
$1.38M +$5.45K +231 +0.4%
VPF
113
Vantage Point Financial
Illinois
$1.37M +$174K +7,381 +15%
E
114
EntreWealth
Texas
$1.34M -$53K -2,246 -4%
TCWM
115
Total Clarity Wealth Management
Illinois
$1.33M – – –
FFG
116
First Financial Group
North Carolina
$1.31M +$86.9K +3,684 +7%
DPW
117
DiNuzzo Private Wealth
Pennsylvania
$1.3M -$5.5K -233 -0.4%
LI
118
LRI Investments
Florida
$1.29M +$1.28M +54,073 New
FPCG
119
Forum Private Client Group
Indiana
$1.28M -$193K -8,162 -13%
FWM
120
FMB Wealth Management
California
$1.27M +$122K +5,170 +11%
AWMM
121
Aegis Wealth Management (Maryland)
Maryland
$1.23M +$32.6K +1,382 +3%
WAM
122
Weinberger Asset Management
California
$1.16M -$15.3K -648 -1%
NA
123
NewEdge Advisors
Louisiana
$1.13M -$124K -5,268 -10%
CA
124
Clune & Associates
Illinois
$1.07M +$132K +5,588 +14%
SFP
125
Sterling Financial Planning
New Jersey
$1.05M +$70K +2,970 +7%
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