We are live on ! Find out more
DFAR icon

Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWM
126
Northwest Wealth Management
Iowa
$435K +$8.32K +406 +2%
SFC
127
Sprinkle Financial Consultants
Colorado
$431K +$389K +18,965 New
MCM
128
Morton Capital Management
California
$401K -$12.6K -616 -3%
DW
129
Dodds Wealth
Colorado
$393K +$354K +17,264 New
BA
130
Bridge Advisory
California
$390K -$28.7K -1,401 -8%
Wealth Enhancement Advisory Services
131
Wealth Enhancement Advisory Services
Minnesota
$371K +$72.9K +3,559 +28%
SHFA
132
SC&H Financial Advisors
Maryland
$360K -$312K -15,209 -49%
CIAS
133
CFS Investment Advisory Services
New Jersey
$350K -$12.8K -623 -4%
LWM
134
Lakeridge Wealth Management
Ohio
$348K +$313K +15,290 New
USCWA
135
U.S. Capital Wealth Advisors
Texas
$341K +$22.2K +1,082 +8%
NSG
136
Nalls Sherbakoff Group
Tennessee
$336K +$303K +14,797 New
HKIMG
137
Hutchens & Kramer Investment Management Group
Indiana
$316K -$55.6K -2,715 -16%
GA
138
Greenspring Advisors
Maryland
$316K
DFC
139
DBK Financial Counsel
Ohio
$311K -$757K -36,965 -73%
MWM
140
Mission Wealth Management
California
$298K +$268K +13,094 New
TC
141
TAGStone Capital
North Carolina
$292K +$263K +12,853 New
EWA
142
Exencial Wealth Advisors
Oklahoma
$283K +$255K +12,466 New
YWM
143
Yoder Wealth Management
California
$280K +$252K +12,315 New
MWM
144
Modera Wealth Management
New Jersey
$279K +$184 +9 +0.1%
TWA
145
TCI Wealth Advisors
Arizona
$267K +$241K +11,752 New
SS
146
Simplicity Solutions
Minnesota
$262K +$236K +11,529 New
EWA
147
Elevate Wealth Advisory
Georgia
$261K +$235K +11,466 New
TIM
148
Tortoise Investment Management
New York
$258K +$34.2K +1,670 +17%
PAG
149
Private Advisor Group
New Jersey
$246K +$222K +10,827 New
BCM
150
Brookstone Capital Management
Illinois
$246K -$2.09K -102 -0.9%