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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIS
126
American Investment Services
Massachusetts
$1.01M +$37.2K +1,578 +4%
PWIA
127
Porter White Investment Advisors
Alabama
$1.01M -$31K -1,314 -3%
WAN
128
Wealth Advisors Northwest
Oregon
$995K -$741K -31,438 -43%
GVAG
129
Great Valley Advisor Group
Delaware
$995K -$1.46K -62 -0.1%
DPI
130
Diversified Portfolios Inc
Michigan
$960K +$256K +10,872 +37%
SRCM
131
Signature Resources Capital Management
California
$935K -$181K -7,663 -16%
AIA
132
AssuredPartners Investment Advisors
Florida
$904K +$155K +6,575 +21%
SFS
133
Sowell Financial Services
Arkansas
$880K +$3.07K +130 +0.4%
IWC
134
Infinity Wealth Counsel
Ohio
$879K +$55.1K +2,335 +7%
WANY
135
Wealthspire Advisors (New York)
New York
$877K
HWMC
136
Heritage Wealth Management (California)
California
$874K -$1.77K -75 -0.2%
TC
137
TAGStone Capital
North Carolina
$852K +$58.4K +2,478 +7%
AA
138
Advisory Alpha
Michigan
$840K +$5.73K +243 +0.7%
Mariner
139
Mariner
Kansas
$801K +$16K +678 +2%
SFC
140
Sprinkle Financial Consultants
Colorado
$748K +$43.8K +1,857 +6%
MWA
141
Monograph Wealth Advisors
California
$737K
DFC
142
DBK Financial Counsel
Ohio
$721K +$3.16K +134 +0.4%
LWM
143
Lakeridge Wealth Management
Ohio
$718K +$58K +2,460 +9%
CG
144
Caprock Group
Idaho
$676K +$11.9K +506 +2%
RPA
145
Redwood Park Advisors
California
$632K +$125K +5,290 +25%
WCFA
146
Walkner Condon Financial Advisors
Wisconsin
$606K -$52.5K -2,224 -8%
Royal Bank of Canada
147
Royal Bank of Canada
Ontario, Canada
$598K -$159K -6,742 -21%
AAM
148
Austin Asset Management
Texas
$537K
RWM
149
Raffa Wealth Management
District of Columbia
$530K -$920 -39 -0.2%
SSB
150
Sandy Spring Bank
Maryland
$521K +$229K +9,713 +80%