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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFS
126
Annapolis Financial Services
Maryland
$408K -$3.03M -137,447 -88%
LWM
127
Lakeridge Wealth Management
Ohio
$408K +$64.8K +2,940 +19%
SHFA
128
SC&H Financial Advisors
Maryland
$407K +$52K +2,362 +15%
DW
129
Dodds Wealth
Colorado
$403K +$16.3K +740 +4%
Wealth Enhancement Advisory Services
130
Wealth Enhancement Advisory Services
Minnesota
$390K +$24.8K +1,125 +7%
BA
131
Bridge Advisory
California
$376K -$7.05K -320 -2%
D.E. Shaw & Co
132
D.E. Shaw & Co
New York
$320K +$315K +14,295 New
Jane Street
133
Jane Street
New York
$302K -$1.03M -46,966 -78%
CIAS
134
CFS Investment Advisory Services
New Jersey
$301K -$42.2K -1,914 -12%
PAG
135
Private Advisor Group
New Jersey
$300K +$56.6K +2,569 +24%
EWA
136
Elevate Wealth Advisory
Georgia
$297K +$40.4K +1,833 +16%
MWM
137
Mission Wealth Management
California
$295K +$2.05K +93 +0.7%
HKIMG
138
Hutchens & Kramer Investment Management Group
Indiana
$280K -$25.5K -1,156 -8%
MWM
139
Modera Wealth Management
New Jersey
$274K +$22 +1 +0%
W
140
WorthPointe
California
$269K +$265K +12,026 New
CAM
141
CPA Asset Management
Florida
$269K -$304K -13,802 -53%
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
$268K -$624K -28,307 -70%
SW
143
Simplicity Wealth
New Jersey
$267K +$263K +11,951 New
TWA
144
TCI Wealth Advisors
Arizona
$260K -$3.06K -139 -1%
MCM
145
Morton Capital Management
California
$259K -$133K -6,053 -34%
EFP
146
EnRich Financial Partners
Wisconsin
$259K +$255K +11,571 New
Royal Bank of Canada
147
Royal Bank of Canada
Ontario, Canada
$254K +$80.6K +3,660 +48%
TIM
148
Tortoise Investment Management
New York
$252K -$969 -44 -0.4%
BCM
149
Brookstone Capital Management
Illinois
$242K
EP
150
Essential Planning
New Hampshire
$239K +$330 +15 +0.1%