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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FG
201
Foster Group
Iowa
$209K
EP
202
Essential Planning
New Hampshire
$208K -$15.8M -669,139 -99%
SFP
203
SwitchPoint Financial Planning
Utah
$206K
AL
204
Aspiriant LLC
California
$206K +$204K +8,657 New
UB
205
UMB Bank
Missouri
$170K
BTI
206
Blue Trust Inc
Georgia
$158K
FFA
207
Frazier Financial Advisors
Ohio
$141K
Morgan Stanley
208
Morgan Stanley
New York
$132K -$176K -7,454 -57%
PNC Financial Services Group
209
PNC Financial Services Group
Pennsylvania
$122K
EWA
210
EQ Wealth Advisors
Texas
$118K +$117K +4,970 New
AP
211
Aspect Partners
Virginia
$117K
FFA
212
Farther Finance Advisors
California
$110K -$1.42K -60 -1%
CTWM
213
Cherry Tree Wealth Management
Minnesota
$108K
BCM
214
Blume Capital Management
California
$104K -$5.9K -250 -5%
ME
215
McIlrath & Eck
Washington
$100K
JP Morgan Chase
216
JP Morgan Chase
New York
$90K +$17.4K +738 +24%
EWA
217
EverSource Wealth Advisors
Alabama
$73.3K -$40.3K -1,707 -36%
BGWM
218
Bridge Generations Wealth Management
Florida
$68.1K
JWA
219
JFS Wealth Advisors
Pennsylvania
$50.9K +$24.9K +1,055 +97%
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$47.1K +$46.7K +1,980 New
AF
221
Advisornet Financial
Minnesota
$47K +$47 +2 +0.1%
BWL
222
Bogart Wealth LLC
Virginia
$40.3K
OC
223
Oakworth Capital
Alabama
$39.5K +$39.2K +1,663 New
RWM
224
Rialto Wealth Management
New York
$32.5K
Comerica Bank
225
Comerica Bank
Texas
$28K