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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
151
Strategic Investment Solutions
Illinois
$791K -$165K -7,027 -17%
ARA
152
Approach Retirement Advisors
Alabama
$739K +$755K +32,253 New
LWM
153
Lakeridge Wealth Management
Ohio
$728K +$36.8K +1,570 +5%
SA
154
Stolz & Associates
Washington
$711K +$727K +31,065 New
GCA
155
Greenwood Capital Associates
South Carolina
$708K +$178K +7,609 +33%
AWMM
156
Aegis Wealth Management (Maryland)
Maryland
$668K -$430K -18,372 -39%
TRCT
157
Tower Research Capital (TRC)
New York
$665K +$217K +9,280 +47%
MWM
158
Mission Wealth Management
California
$664K +$421K +17,974 +163%
E
159
EntreWealth
Texas
$644K -$115K -4,890 -15%
Royal Bank of Canada
160
Royal Bank of Canada
Ontario, Canada
$641K -$145K -6,173 -18%
CG
161
Caprock Group
Idaho
$641K
SEI Investments
162
SEI Investments
Pennsylvania
$640K +$56.2K +2,401 +9%
LCWP
163
Legacy Capital Wealth Partners
Arkansas
$631K -$137K -5,857 -18%
AUB
164
Atlantic Union Bankshares
Virginia
$612K +$5.71K +244 +0.9%
PWP
165
Parkwoods Wealth Partners
New York
$609K +$90.8K +3,876 +17%
DFC
166
DBK Financial Counsel
Ohio
$590K
DAS
167
Diversify Advisory Services
Utah
$585K +$572K +24,425 New
MWA
168
Monograph Wealth Advisors
California
$583K +$6.67K +285 +1%
SWA
169
Sax Wealth Advisors
New Jersey
$573K -$67.8K -2,895 -10%
FF
170
Frankly Finances
Florida
$561K +$574K +24,493 New
FFA
171
Farther Finance Advisors
California
$555K +$427K +18,222 +303%
PWMG
172
Pioneer Wealth Management Group
Texas
$554K +$566K +24,176 New
SWM
173
SpringVest Wealth Management
Texas
$544K -$71.8K -3,065 -11%
AIS
174
American Investment Services
Massachusetts
$543K -$14.9K -637 -3%
RWM
175
Raffa Wealth Management
District of Columbia
$520K -$4.29K -183 -0.8%