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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
151
SEI Investments
Pennsylvania
$610K +$72.2K +3,061 +14%
MWA
152
Monograph Wealth Advisors
California
$600K -$75.7K -3,211 -11%
SEIA
153
Signature Estate & Investment Advisors
California
$589K +$375K +15,910 +181%
AIS
154
American Investment Services
Massachusetts
$580K -$495 -21 -0.1%
FOA
155
Five Oceans Advisors
California
$580K +$44.2K +1,875 +8%
GCA
156
Greenwood Capital Associates
South Carolina
$555K +$223K +9,449 +68%
RWM
157
Raffa Wealth Management
District of Columbia
$546K +$13.4K +568 +3%
PWP
158
Parkwoods Wealth Partners
New York
$542K +$536K +22,722 New
AAM
159
Austin Asset Management
Texas
$539K
CPA
160
Cardiff Park Advisors
California
$525K +$448 +19 +0.1%
UBS Group
161
UBS Group
Switzerland
$521K +$514K +21,800 +70,323%
FFM
162
Flagstone Financial Management
Nebraska
$505K
W
163
WorthPointe
California
$504K +$1.06K +45 +0.2%
Cambridge Investment Research Advisors
164
Cambridge Investment Research Advisors
Iowa
$487K +$56.4K +2,391 +13%
FWM
165
Fonville Wealth Management
Virginia
$484K -$1.08K -46 -0.2%
TRCT
166
Tower Research Capital (TRC)
New York
$471K +$465K +19,741 New
YWM
167
Yoder Wealth Management
California
$449K +$22.4K +952 +5%
AWM
168
Accurate Wealth Management
Florida
$429K +$2.59K +110 +0.6%
EWA
169
Elevate Wealth Advisory
Georgia
$427K
CL
170
CLG LLC
California
$423K
MWM
171
Melfa Wealth Management
Massachusetts
$423K
PCIA
172
Prime Capital Investment Advisors
Kansas
$421K +$416K +17,651 New
SCM
173
SOL Capital Management
Maryland
$418K
WCFA
174
Walkner Condon Financial Advisors
Wisconsin
$417K -$107K -4,550 -21%
GVAG
175
Great Valley Advisor Group
Delaware
$384K +$10.8K +457 +3%