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DFA Real Estate Securities Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$67K +$61.2K +2,893 +1,191%
BTI
127
Blue Trust Inc
Georgia
$54K +$53.4K +2,525 New
SIC
128
SJS Investment Consulting
Ohio
$37K +$2.31K +109 +7%
Morgan Stanley
129
Morgan Stanley
New York
$25.4K +$10.5K +496 +73%
AF
130
Advisornet Financial
Minnesota
$21.3K +$21 +1 +0.1%
FFA
131
Farther Finance Advisors
California
$14.6K -$41K -1,938 -74%
EWA
132
EverSource Wealth Advisors
Alabama
$9.94K -$7K -331 -42%
ADL
133
Asset Dedication LLC
California
$7K -$3.38K -160 -32%
ME
134
McIlrath & Eck
Washington
$4.63K – – –
WP
135
WealthShield Partners
North Carolina
$4.39K – – –
OLVIG
136
Oliver Lagore Vanvalin Investment Group
Michigan
$4.2K +$254 +12 +7%
Citigroup
137
Citigroup
New York
$3.49K +$3.42K +162 New
AWM
138
Aspire Wealth Management
Massachusetts
$3.21K – – –
BEI
139
Benjamin Edwards Inc
Missouri
$1K – – –
TRCT
140
Tower Research Capital (TRC)
New York
$129 – – –
LGWM
141
Litman Gregory Wealth Management
California
– -$7.56M -351,695 Closed
FTUS
142
Flow Traders U.S.
New York
– -$798K -37,132 Closed
OCM
143
Orion Capital Management
California
– -$350K -16,278 Closed
Bank of America
144
Bank of America
North Carolina
– -$107K -5,000 Closed
Qube Research & Technologies (QRT)
145
Qube Research & Technologies (QRT)
United Kingdom
– -$40.8K -1,900 Closed
BFEC
146
Benjamin F. Edwards & Company
Missouri
– -$16K -726 Closed
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
– -$2.86K -133 Closed
BAM
148
Belpointe Asset Management
Nevada
– -$1.55K -72 Closed
Fidelity Investments
149
Fidelity Investments
Massachusetts
– -$43 -2 Closed