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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
151
Wescott Financial Advisory Group
Pennsylvania
$234K
YWM
152
Yoder Wealth Management
California
$227K -$48K -2,180 -18%
CPA
153
Cardiff Park Advisors
California
$219K +$22 +1 +0%
TC
154
TownSquare Capital
Utah
$212K +$1.17K +53 +0.6%
PWA
155
Physician Wealth Advisors
Utah
$211K +$226K +10,251 New
Chevy Chase Trust
156
Chevy Chase Trust
Maryland
$201K +$198K +8,984 New
UB
157
UMB Bank
Missouri
$153K
SWM
158
Spire Wealth Management
Virginia
$144K +$4.83K +219 +4%
MFA
159
McClarren Financial Advisors
Pennsylvania
$126K +$132 +6 +0.1%
FFA
160
Frazier Financial Advisors
Ohio
$122K
BTI
161
Blue Trust Inc
Georgia
$115K +$32.8K +1,489 +41%
FFA
162
Farther Finance Advisors
California
$106K +$44 +2 +0%
BCM
163
Blume Capital Management
California
$102K
CTWM
164
Cherry Tree Wealth Management
Minnesota
$102K
ME
165
McIlrath & Eck
Washington
$94.3K
SSB
166
Sandy Spring Bank
Maryland
$86K +$55.3K +2,511 +188%
EWA
167
EverSource Wealth Advisors
Alabama
$81.5K +$76.8K +3,484 +754%
AF
168
Allworth Financial
California
$55.6K +$1.98K +90 +4%
BWL
169
Bogart Wealth LLC
Virginia
$38K +$37.4K +1,697 New
AF
170
Advisornet Financial
Minnesota
$34K -$6.7K -304 -17%
AWM
171
Angeles Wealth Management
California
$32.7K +$19.7K +894 +157%
JP Morgan Chase
172
JP Morgan Chase
New York
$27K -$44.2K -2,004 -62%
Comerica Bank
173
Comerica Bank
Texas
$26.4K
LC
174
Lindbrook Capital
California
$25.1K
OCM
175
Orion Capital Management
California
$23.2K