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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Ariadne Wealth Management
California
$660K +$210K +8,685 +48%
SCM
127
SOL Capital Management
Maryland
$589K -$87.2K -3,600 -14%
AAM
128
Austin Asset Management
Texas
$579K
LWM
129
Lakeridge Wealth Management
Ohio
$574K +$41.4K +1,710 +8%
RJA
130
Raymond James & Associates
Florida
$573K +$541K +22,361 New
RWM
131
Raffa Wealth Management
District of Columbia
$573K -$7.43K -307 -1%
WCFA
132
Walkner Condon Financial Advisors
Wisconsin
$569K +$13.8K +568 +3%
Citadel Advisors
133
Citadel Advisors
Florida
$549K +$518K +21,399 New
FWM
134
Fonville Wealth Management
Virginia
$541K -$1.99K -82 -0.4%
FFM
135
Flagstone Financial Management
Nebraska
$494K
USCWA
136
U.S. Capital Wealth Advisors
Texas
$477K -$24.2K -1,000 -5%
HWMT
137
Heritage Wealth Management (Texas)
Texas
$470K -$22.5K -928 -5%
SHFA
138
SC&H Financial Advisors
Maryland
$470K +$1.48K +61 +0.3%
MWM
139
Melfa Wealth Management
Massachusetts
$455K -$7.26K -300 -2%
NWM
140
Northwest Wealth Management
Iowa
$436K -$12.6K -520 -3%
W
141
WorthPointe
California
$425K +$110K +4,548 +38%
DWM
142
Drive Wealth Management
Utah
$407K -$188K -7,785 -33%
DFG
143
Dupree Financial Group
Kentucky
$384K +$2.49K +103 +0.7%
AFS
144
Annapolis Financial Services
Maryland
$380K -$1.6K -66 -0.4%
BA
145
Bridge Advisory
California
$380K +$2.98K +123 +0.8%
SPC
146
Sigma Planning Corp
Michigan
$362K +$342K +14,117 New
TIM
147
Tortoise Investment Management
New York
$356K +$45.4K +1,875 +16%
CIAS
148
CFS Investment Advisory Services
New Jersey
$353K +$3.2K +132 +1%
MGWA
149
Monument Group Wealth Advisors
Massachusetts
$349K -$463K -19,144 -58%
EWA
150
Elevate Wealth Advisory
Georgia
$347K