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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
151
Lakeridge Wealth Management
Ohio
$646K +$133K +5,392 +24%
WCFA
152
Walkner Condon Financial Advisors
Wisconsin
$645K +$136K +5,503 +25%
Citadel Advisors
153
Citadel Advisors
Florida
$617K +$127K +5,122 +24%
TIAM2
154
Tru Independence Asset Management 2
Oregon
$597K -$225K -9,095 -26%
GTAM
155
Global Trust Asset Management
Florida
$536K -$270K -10,925 -32%
SCM
156
SOL Capital Management
Maryland
$535K
SWM
157
SpringVest Wealth Management
Texas
$534K +$568K +22,947 New
AAM
158
Austin Asset Management
Texas
$526K
FOA
159
Five Oceans Advisors
California
$522K -$94.2K -3,803 -14%
RWM
160
Raffa Wealth Management
District of Columbia
$520K +$371 +15 +0.1%
W
161
WorthPointe
California
$497K +$118K +4,777 +29%
RPA
162
Redwood Park Advisors
California
$495K +$527K +21,283 New
FFM
163
Flagstone Financial Management
Nebraska
$492K +$45.8K +1,850 +10%
FWM
164
Fonville Wealth Management
Virginia
$481K -$10.6K -429 -2%
TC
165
TownSquare Capital
Utah
$463K +$258K +10,438 +110%
Cambridge Investment Research Advisors
166
Cambridge Investment Research Advisors
Iowa
$448K -$1.38M -55,875 -74%
SHFA
167
SC&H Financial Advisors
Maryland
$435K +$8.99K +363 +2%
HWMT
168
Heritage Wealth Management (Texas)
Texas
$433K +$6.31K +255 +1%
CL
169
CLG LLC
California
$413K +$439K +17,746 New
MWM
170
Melfa Wealth Management
Massachusetts
$413K
EWA
171
Elevate Wealth Advisory
Georgia
$412K +$103K +4,163 +31%
MWM
172
Modera Wealth Management
New Jersey
$401K +$426K +17,219 New
NWM
173
Northwest Wealth Management
Iowa
$397K +$743 +30 +0.2%
FWMP
174
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$397K +$422K +17,040 New
USCWA
175
U.S. Capital Wealth Advisors
Texas
$386K -$49.5K -2,000 -11%