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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TP
101
Trailhead Planners
Minnesota
$2.13M +$120K +4,997 +6%
DWM
102
DWR Wealth Management
California
$2.05M +$843K +35,080 +66%
GWM
103
GK Wealth Management
Nevada
$2.05M +$2.12M +88,063 New
FJWM
104
Ferguson Johnson Wealth Management
Maryland
$2.04M +$153K +6,361 +8%
SAG
105
SageView Advisory Group
California
$1.94M -$87.5K -3,641 -4%
VPWA
106
Vestia Personal Wealth Advisors
Indiana
$1.76M -$30.5K -1,269 -2%
MGIA
107
Moneta Group Investment Advisors
Missouri
$1.76M +$1.79M +74,277 New
RPA
108
Redwood Park Advisors
California
$1.69M +$303K +12,607 +21%
JFG
109
JMG Financial Group
Illinois
$1.64M +$62.8K +2,612 +4%
CA
110
Clune & Associates
Illinois
$1.62M -$247K -10,268 -13%
RFP
111
RCS Financial Planning
Maryland
$1.62M -$11.8K -491 -0.7%
FFG
112
First Financial Group
North Carolina
$1.58M -$13.8K -575 -0.9%
BJB
113
Broadhurst Jeffrey B
$1.58M +$71.9K +2,991 +5%
FFA
114
Farther Finance Advisors
California
$1.57M +$1.01M +42,058 +173%
CA
115
CGN Advisors
Kansas
$1.47M +$45.5K +1,894 +3%
WAM
116
Weinberger Asset Management
California
$1.43M +$88.8K +3,694 +7%
FMWA
117
Forvis Mazars Wealth Advisors
Missouri
$1.41M -$150K -6,219 -9%
AWM
118
Apollon Wealth Management
South Carolina
$1.4M -$139K -5,800 -9%
W
119
WPWealth
Texas
$1.34M +$149K +6,198 +12%
SEIA
120
Signature Estate & Investment Advisors
California
$1.31M +$6.63K +276 +0.5%
IWC
121
Infinity Wealth Counsel
Ohio
$1.31M +$31.7K +1,320 +2%
AIA
122
AssuredPartners Investment Advisors
Florida
$1.3M +$89.9K +3,739 +7%
SFC
123
Sprinkle Financial Consultants
Colorado
$1.29M +$436K +18,151 +50%
VF
124
Vawter Financial
Ohio
$1.24M +$409 +17 +0%
KAS
125
Kestra Advisory Services
Texas
$1.24M +$36.8K +1,529 +3%