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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FOA
201
Five Oceans Advisors
California
$408K -$84.1K -3,272 -17%
NWM
202
Northwest Wealth Management
Iowa
$399K
DPI
203
Diversified Portfolios Inc
Michigan
$365K -$556K -21,643 -61%
HCM
204
Hutchinson Capital Management
California
$365K
DFG
205
Dupree Financial Group
Kentucky
$359K +$6.12K +238 +2%
AQR Capital Management
206
AQR Capital Management
Connecticut
$359K +$353K +13,724 New
SLG
207
Sanchez Levi Garrett
$358K +$34.6K +1,347 +11%
WP
208
Wealthspan Partners
Iowa
$345K +$7.97K +310 +2%
CPWM
209
Cypress Point Wealth Management
Texas
$343K
IPWA
210
International Private Wealth Advisors
California
$341K +$2.78K +108 +0.8%
FWM
211
Fonville Wealth Management
Virginia
$334K -$95.9K -3,730 -23%
KeyBank National Association
212
KeyBank National Association
Ohio
$317K
AIC
213
Allodium Investment Consultants
Minnesota
$314K -$4.5K -175 -1%
WAN
214
Wealth Advisors Northwest
Oregon
$310K +$951 +37 +0.3%
MFG
215
Merit Financial Group
Georgia
$308K -$550K -21,381 -64%
OFS
216
Opus Financial Solutions
Illinois
$305K +$24.5K +955 +9%
NP
217
NorthRock Partners
Minnesota
$303K +$298K +11,589 New
HF
218
HRT Financial
New York
$300K +$295K +11,492 New
MMPW
219
Mitchell McLeod Pugh & Williams
Alabama
$298K +$22.3K +867 +8%
BCM
220
Brookstone Capital Management
Illinois
$297K
EFP
221
EnRich Financial Partners
Wisconsin
$296K -$43.3K -1,683 -13%
NSG
222
Nalls Sherbakoff Group
Tennessee
$295K -$49.2K -1,915 -15%
WAP
223
Wealthcare Advisory Partners
Pennsylvania
$294K +$46.5K +1,810 +19%
FDS
224
Freedom Day Solutions
Texas
$291K +$286K +11,110 New
BAM
225
Bayshore Asset Management
Florida
$285K -$79.4K -3,090 -22%