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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TP
101
Trailhead Planners
Minnesota
$1.95M +$1.99M +85,101 New
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$1.86M -$1.71M -73,049 -47%
ALWM
103
Andrews Lucia Wealth Management
California
$1.86M +$106K +4,527 +6%
FJWM
104
Ferguson Johnson Wealth Management
Maryland
$1.83M +$1.88M +80,139 New
CA
105
Clune & Associates
Illinois
$1.8M +$719K +30,718 +64%
Creative Planning
106
Creative Planning
Kansas
$1.79M -$58.9K -2,513 -3%
VPWA
107
Vestia Personal Wealth Advisors
Indiana
$1.79M +$42.8K +1,829 +2%
AWM
108
Austin Wealth Management
Texas
$1.75M -$99.9K -4,264 -5%
RFP
109
RCS Financial Planning
Maryland
$1.58M +$6.44K +275 +0.4%
FFG
110
First Financial Group
North Carolina
$1.54M -$20.3K -865 -1%
JFG
111
JMG Financial Group
Illinois
$1.53M +$24.6K +1,052 +2%
FMWA
112
Forvis Mazars Wealth Advisors
Missouri
$1.51M -$437K -18,654 -22%
AWM
113
Apollon Wealth Management
South Carolina
$1.49M -$117K -5,000 -7%
Mercer Global Advisors
114
Mercer Global Advisors
Colorado
$1.47M -$807K -34,473 -35%
BJB
115
Broadhurst Jeffrey B
$1.46M +$1.49M +63,728 New
CA
116
CGN Advisors
Kansas
$1.38M +$41.4K +1,768 +3%
QC
117
Quadrature Capital
United Kingdom
$1.38M +$1.41M +60,091 New
RPA
118
Redwood Park Advisors
California
$1.35M +$612K +26,128 +80%
WAM
119
Weinberger Asset Management
California
$1.3M +$18.3K +781 +1%
SEIA
120
Signature Estate & Investment Advisors
California
$1.26M +$715K +30,512 +123%
SA
121
Sanctuary Advisors
Indiana
$1.25M +$1.27M +54,416 New
AWMNH
122
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.24M -$22.1K -943 -2%
IWC
123
Infinity Wealth Counsel
Ohio
$1.24M +$344K +14,690 +37%
DWM
124
DWR Wealth Management
California
$1.22M +$1.24M +52,983 New
VF
125
Vawter Financial
Ohio
$1.2M -$114K -4,863 -8%