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Dimensional US Real Estate ETF
DFAR

Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
126
Walkner Condon Financial Advisors
Wisconsin
$478K -$2.43K -113 -0.5%
FWM
127
Fonville Wealth Management
Virginia
$468K -$16.2K -756 -3%
LWM
128
Lakeridge Wealth Management
Ohio
$457K +$52.2K +2,430 +13%
AC
129
Apella Capital
Connecticut
$456K +$5.24K +244 +1%
USCWA
130
U.S. Capital Wealth Advisors
Texas
$433K -$316K -14,723 -43%
FFM
131
Flagstone Financial Management
Nebraska
$426K – – –
HWMT
132
Heritage Wealth Management (Texas)
Texas
$426K +$2.58K +120 +0.6%
SHFA
133
SC&H Financial Advisors
Maryland
$404K +$1.59K +74 +0.4%
DW
134
Dodds Wealth
Colorado
$399K – – –
MWM
135
Melfa Wealth Management
Massachusetts
$398K -$43K -2,000 -10%
AWM
136
Ariadne Wealth Management
California
$397K +$386K +17,984 New
NWM
137
Northwest Wealth Management
Iowa
$388K -$41.3K -1,924 -10%
FWP
138
Firethorn Wealth Partners
Georgia
$381K -$76.1K -3,541 -17%
WWWM
139
White Wing Wealth Management
Texas
$361K -$1.73M -80,562 -83%
AFS
140
Annapolis Financial Services
Maryland
$329K -$71.5K -3,330 -18%
DFG
141
Dupree Financial Group
Kentucky
$329K +$319K +14,873 New
BA
142
Bridge Advisory
California
$325K -$45.3K -2,109 -13%
CIAS
143
CFS Investment Advisory Services
New Jersey
$301K +$3.33K +155 +1%
EWA
144
Elevate Wealth Advisory
Georgia
$299K +$5.07K +236 +2%
SW
145
Simplicity Wealth
New Jersey
$288K +$23.5K +1,093 +9%
YWM
146
Yoder Wealth Management
California
$277K +$51.9K +2,415 +24%
HKIMG
147
Hutchens & Kramer Investment Management Group
Indiana
$273K -$5.8K -270 -2%
EFP
148
EnRich Financial Partners
Wisconsin
$268K +$12.2K +569 +5%
W
149
WorthPointe
California
$266K – – –
TIM
150
Tortoise Investment Management
New York
$265K +$15.3K +712 +6%
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