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DFA Real Estate Securities Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
201
Wescott Financial Advisory Group
Pennsylvania
$249K – – –
HWMT
202
Heritage Wealth Management (Texas)
Texas
$247K -$42.9K -1,819 -15%
DW
203
Dodds Wealth
Colorado
$246K – – –
AIC
204
Allodium Investment Consultants
Minnesota
$246K +$12.8K +544 +6%
BTI
205
Blue Trust Inc
Georgia
$241K +$12.8K +544 +6%
HKIMG
206
Hutchens & Kramer Investment Management Group
Indiana
$240K -$10.1K -430 -4%
AWM
207
Arista Wealth Management
Nevada
$238K -$15K -638 -6%
HCM
208
Hutchinson Capital Management
California
$238K – – –
Chevy Chase Trust
209
Chevy Chase Trust
Maryland
$237K – – –
SHFA
210
SC&H Financial Advisors
Maryland
$232K -$52.6K -2,232 -19%
MWA
211
Medallion Wealth Advisors
Connecticut
$217K +$75.2K +3,191 +54%
MWM
212
McMill Wealth Management
Nebraska
$213K +$211K +8,947 New
XPN
213
XY Planning Network
Montana
$213K – – –
FG
214
Foster Group
Iowa
$210K – – –
MMPW
215
Mitchell McLeod Pugh & Williams
Alabama
$207K +$207K +8,767 New
CA
216
Claris Advisors
Missouri
$204K – – –
JP Morgan Chase
217
JP Morgan Chase
New York
$172K +$115K +4,887 +211%
UB
218
UMB Bank
Missouri
$171K – – –
FFA
219
Farther Finance Advisors
California
$144K +$7.43K +315 +6%
FFA
220
Frazier Financial Advisors
Ohio
$141K – – –
PNC Financial Services Group
221
PNC Financial Services Group
Pennsylvania
$122K – – –
AP
222
Aspect Partners
Virginia
$117K – – –
MPW
223
MASECO Private Wealth
$110K +$7.43K +315 +7%
CTWM
224
Cherry Tree Wealth Management
Minnesota
$109K – – –
BCM
225
Blume Capital Management
California
$104K – – –