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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DFG
176
Dupree Financial Group
Kentucky
$356K +$7.77K +314 +2%
CIAS
177
CFS Investment Advisory Services
New Jersey
$322K +$1.61K +65 +0.5%
Morgan Stanley
178
Morgan Stanley
New York
$303K +$203K +8,203 +171%
MPW
179
Magnolia Private Wealth
Pennsylvania
$300K +$320K +12,908 New
DWM
180
Drive Wealth Management
Utah
$299K -$75.1K -3,035 -19%
WP
181
Wealthspan Partners
Iowa
$292K +$18K +728 +6%
JWM
182
JDH Wealth Management
California
$288K +$306K +12,360 New
YWM
183
Yoder Wealth Management
California
$285K -$3K -121 -1%
SSB
184
Sandy Spring Bank
Maryland
$284K +$42.2K +1,704 +16%
EFP
185
EnRich Financial Partners
Wisconsin
$282K
SW
186
Simplicity Wealth
New Jersey
$280K -$15.8K -637 -5%
CPA
187
Cardiff Park Advisors
California
$280K +$2.18K +88 +0.7%
TIM
188
Tortoise Investment Management
New York
$279K -$46K -1,860 -13%
AWM
189
Arista Wealth Management
Nevada
$279K -$4.33K -175 -1%
FWP
190
Firethorn Wealth Partners
Georgia
$276K -$40.4K -1,631 -12%
TWA
191
TCI Wealth Advisors
Arizona
$273K +$31.4K +1,269 +12%
PWA
192
Physician Wealth Advisors
Utah
$265K -$2.5K -101 -0.9%
BCM
193
Brookstone Capital Management
Illinois
$265K +$916 +37 +0.3%
HKIMG
194
Hutchens & Kramer Investment Management Group
Indiana
$260K -$21.5K -869 -7%
WFAG
195
Wescott Financial Advisory Group
Pennsylvania
$243K
DW
196
Dodds Wealth
Colorado
$240K
MWM
197
Mission Wealth Management
California
$234K +$347 +14 +0.1%
HCM
198
Hutchinson Capital Management
California
$232K -$830K -33,535 -77%
IA
199
IFP Advisors
Florida
$227K +$110K +4,431 +83%
DWM
200
Dopkins Wealth Management
New York
$223K +$237K +9,591 New