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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPW
176
Magnolia Private Wealth
Pennsylvania
$307K
DWM
177
Drive Wealth Management
Utah
$296K -$9.06K -384 -3%
TIM
178
Tortoise Investment Management
New York
$295K +$9.91K +420 +3%
CAM
179
CPA Asset Management
Florida
$295K +$293K +12,426 New
JWM
180
JDH Wealth Management
California
$294K +$24 +1 +0%
EFP
181
EnRich Financial Partners
Wisconsin
$289K
CPA
182
Cardiff Park Advisors
California
$286K +$94 +4 +0%
PWA
183
Physician Wealth Advisors
Utah
$285K +$14.1K +598 +5%
BCM
184
Brookstone Capital Management
Illinois
$273K +$2.95K +125 +1%
AWM
185
Arista Wealth Management
Nevada
$270K -$15.2K -644 -5%
HKIMG
186
Hutchens & Kramer Investment Management Group
Indiana
$258K -$7.52K -319 -3%
IA
187
IFP Advisors
Florida
$257K +$25.4K +1,079 +11%
GTAM
188
Global Trust Asset Management
Florida
$253K -$292K -12,366 -54%
WFAG
189
Wescott Financial Advisory Group
Pennsylvania
$248K
DW
190
Dodds Wealth
Colorado
$245K
HCM
191
Hutchinson Capital Management
California
$237K
Chevy Chase Trust
192
Chevy Chase Trust
Maryland
$237K +$22.9K +969 +11%
DWM
193
Dopkins Wealth Management
New York
$234K +$6.16K +261 +3%
FWP
194
Firethorn Wealth Partners
Georgia
$225K -$56.4K -2,390 -20%
GCA
195
Greenwood Capital Associates
South Carolina
$222K +$220K +9,326 New
NSG
196
Nalls Sherbakoff Group
Tennessee
$220K +$218K +9,238 New
CIAS
197
CFS Investment Advisory Services
New Jersey
$219K -$108K -4,596 -33%
CA
198
Claris Advisors
Missouri
$212K +$211K +8,928 New
SW
199
Simplicity Wealth
New Jersey
$212K -$73.5K -3,116 -26%
RCAG
200
Rehmann Capital Advisory Group
Michigan
$211K +$210K +8,883 New