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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
151
Strategic Investment Solutions
Illinois
$830K +$13.6K +567 +2%
SA
152
Stolz & Associates
Washington
$823K +$32.2K +1,340 +4%
TC
153
TAGStone Capital
North Carolina
$808K -$73.9K -3,075 -8%
AA
154
Advisory Alpha
Michigan
$796K -$21.6K -899 -3%
MFG
155
Merit Financial Group
Georgia
$784K -$123K -5,107 -13%
LWM
156
Lakeridge Wealth Management
Ohio
$776K +$24.2K +1,005 +3%
ARA
157
Approach Retirement Advisors
Alabama
$752K -$10.5K -438 -1%
AWMM
158
Aegis Wealth Management (Maryland)
Maryland
$752K +$63.1K +2,625 +9%
VF
159
Virtu Financial
New York
$744K +$756K +31,443 New
AUB
160
Atlantic Union Bankshares
Virginia
$715K +$84.9K +3,531 +13%
MWM
161
Mission Wealth Management
California
$668K -$17.5K -729 -3%
DFC
162
DBK Financial Counsel
Ohio
$663K +$54.6K +2,273 +9%
CG
163
Caprock Group
Idaho
$662K
PWP
164
Parkwoods Wealth Partners
New York
$651K +$22.7K +946 +4%
E
165
EntreWealth
Texas
$633K -$337 -14 -0.1%
Royal Bank of Canada
166
Royal Bank of Canada
Ontario, Canada
$605K -$58.8K -2,445 -9%
MWA
167
Monograph Wealth Advisors
California
$602K
GA
168
Greenspring Advisors
Maryland
$596K +$211K +8,788 +54%
SWM
169
SpringVest Wealth Management
Texas
$595K +$34.2K +1,421 +6%
QCM
170
Quantinno Capital Management
New York
$583K +$114K +4,744 +24%
FF
171
Frankly Finances
Florida
$579K
SWA
172
Sax Wealth Advisors
New Jersey
$573K
AIS
173
American Investment Services
Massachusetts
$561K +$240 +10 +0%
RWM
174
Raffa Wealth Management
District of Columbia
$526K -$11.2K -466 -2%
CPA
175
Cardiff Park Advisors
California
$520K +$63.2K +2,628 +14%