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Dimensional US Real Estate ETF
DFAR

Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
176
U.S. Capital Wealth Advisors
Texas
$349K -$6.96K -300 -2%
DFG
177
Dupree Financial Group
Kentucky
$348K -$11.3K -486 -3%
WP
178
Wealthspan Partners
Iowa
$347K +$32.2K +1,389 +10%
IA
179
IFP Advisors
Florida
$341K +$85.8K +3,697 +34%
WMN
180
Wealth Management Nebraska
Nebraska
$333K +$332K +14,298 New
CAM
181
CPA Asset Management
Florida
$330K +$38.1K +1,642 +13%
GCA
182
Greenwood Capital Associates
South Carolina
$325K +$105K +4,512 +48%
TWA
183
TCI Wealth Advisors
Arizona
$312K +$859 +37 +0.3%
MPW
184
Magnolia Private Wealth
Pennsylvania
$303K – – –
AWM
185
Axxcess Wealth Management
California
$292K -$34.7K -1,494 -11%
TIM
186
Tortoise Investment Management
New York
$292K – – –
HWMT
187
Heritage Wealth Management (Texas)
Texas
$286K -$63.6K -2,739 -18%
EFP
188
EnRich Financial Partners
Wisconsin
$285K – – –
MWM
189
Mission Wealth Management
California
$284K +$281K +12,101 New
JWM
190
JDH Wealth Management
California
$282K -$7.8K -336 -3%
BCM
191
Brookstone Capital Management
Illinois
$282K +$12.1K +519 +5%
SHFA
192
SC&H Financial Advisors
Maryland
$281K -$157K -6,742 -36%
BAM
193
Bayshore Asset Management
Florida
$278K +$275K +11,831 New
PWA
194
Physician Wealth Advisors
Utah
$275K -$5.99K -258 -2%
BCI
195
Brinker Capital Investments
Pennsylvania
$273K +$270K +11,619 New
TIAM2
196
Tru Independence Asset Management 2
Oregon
$266K -$161K -6,938 -38%
FWMP
197
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$265K -$125K -5,380 -32%
AWM
198
Arista Wealth Management
Nevada
$249K -$16.8K -725 -6%
HKIMG
199
Hutchens & Kramer Investment Management Group
Indiana
$247K -$9.01K -388 -4%
WFAG
200
Wescott Financial Advisory Group
Pennsylvania
$245K – – –
6 7
8
9 10