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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWMG
101
Hurlow Wealth Management Group
Indiana
$1.86M +$1.35M +57,426 +280%
ALWM
102
Andrews Lucia Wealth Management
California
$1.83M +$207K +8,799 +13%
VPWA
103
Vestia Personal Wealth Advisors
Indiana
$1.77M +$202K +8,567 +13%
AI
104
Atria Investments
North Carolina
$1.76M -$1.28M -54,129 -42%
AF
105
Allworth Financial
California
$1.73M +$158K +6,692 +10%
AWM
106
Ariadne Wealth Management
California
$1.71M +$77.8K +3,300 +5%
AWM
107
Apollon Wealth Management
South Carolina
$1.67M -$161K -6,833 -9%
RFP
108
RCS Financial Planning
Maryland
$1.64M -$59.2K -2,512 -4%
FFG
109
First Financial Group
North Carolina
$1.63M +$160K +6,771 +11%
JFG
110
JMG Financial Group
Illinois
$1.57M +$29.9K +1,270 +2%
CA
111
CGN Advisors
Kansas
$1.4M +$13.5K +572 +1%
VF
112
Vawter Financial
Ohio
$1.37M +$1.36M +57,479 New
FWM
113
Fortress Wealth Management
California
$1.33M +$1.32M +55,930 New
WAM
114
Weinberger Asset Management
California
$1.33M +$113K +4,792 +9%
KAS
115
Kestra Advisory Services
Texas
$1.33M -$114K -4,831 -8%
VPF
116
Vantage Point Financial
Illinois
$1.31M -$105K -4,459 -7%
AWMNH
117
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.31M -$196K -8,329 -13%
W
118
WPWealth
Texas
$1.19M +$13.7K +581 +1%
DPI
119
Diversified Portfolios Inc
Michigan
$1.15M +$1.67K +71 +0.1%
CA
120
Clune & Associates
Illinois
$1.15M -$29.8K -1,265 -3%
Corient Private Wealth
121
Corient Private Wealth
Florida
$1.14M -$158K -6,720 -12%
AWMM
122
Aegis Wealth Management (Maryland)
Maryland
$1.13M -$99.4K -4,214 -8%
SFP
123
Sterling Financial Planning
New Jersey
$1.11M +$2.88K +122 +0.3%
RLIM
124
Red Lighthouse Investment Management
New York
$1.1M
MFG
125
Merit Financial Group
Georgia
$1.09M -$96.4K -4,089 -8%