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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
151
TCI Wealth Advisors
Arizona
$257K +$107 +5 +0%
BCM
152
Brookstone Capital Management
Illinois
$255K -$451 -21 -0.2%
EP
153
Essential Planning
New Hampshire
$252K +$20K +933 +9%
Bank of New York Mellon
154
Bank of New York Mellon
New York
$248K +$241K +11,221 New
PWA
155
Physician Wealth Advisors
Utah
$233K -$6.23K -290 -3%
MWM
156
Mission Wealth Management
California
$233K -$56.5K -2,631 -20%
WFAG
157
Wescott Financial Advisory Group
Pennsylvania
$231K
WP
158
Wealthspan Partners
Iowa
$220K +$214K +9,943 New
MCM
159
Morton Capital Management
California
$219K -$36K -1,674 -14%
CPA
160
Cardiff Park Advisors
California
$217K +$129 +6 +0.1%
TC
161
TownSquare Capital
Utah
$209K
UB
162
UMB Bank
Missouri
$152K
SWM
163
Spire Wealth Management
Virginia
$143K +$344 +16 +0.2%
FFA
164
Frazier Financial Advisors
Ohio
$131K +$10.3K +480 +9%
SSB
165
Sandy Spring Bank
Maryland
$129K +$42.9K +1,995 +52%
BTI
166
Blue Trust Inc
Georgia
$115K
BCM
167
Blume Capital Management
California
$101K
CTWM
168
Cherry Tree Wealth Management
Minnesota
$101K
FFA
169
Farther Finance Advisors
California
$98.5K -$6.89K -321 -7%
ME
170
McIlrath & Eck
Washington
$93.2K
Morgan Stanley
171
Morgan Stanley
New York
$74.8K +$70.9K +3,300 +3,837%
AF
172
Advisornet Financial
Minnesota
$44.5K +$10.6K +494 +32%
BWL
173
Bogart Wealth LLC
Virginia
$37.5K
JP Morgan Chase
174
JP Morgan Chase
New York
$37.2K +$10.5K +490 +41%
Comerica Bank
175
Comerica Bank
Texas
$26K