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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WTA
201
Washington Trust Advisors
Massachusetts
$378K +$433 +18 +0.1%
NWM
202
Northwest Wealth Management
Iowa
$361K -$20.1K -837 -5%
VAG
203
VisionPoint Advisory Group
Texas
$345K +$351K +14,606 New
BAM
204
Bayshore Asset Management
Florida
$330K
HCM
205
Hutchinson Capital Management
California
$330K +$96.1K +3,998 +40%
DFG
206
Dupree Financial Group
Kentucky
$319K -$13K -541 -4%
NSG
207
Nalls Sherbakoff Group
Tennessee
$312K
CPWM
208
Cypress Point Wealth Management
Texas
$310K +$315K +13,100 New
EFP
209
EnRich Financial Partners
Wisconsin
$308K -$192 -8 -0.1%
IPWA
210
International Private Wealth Advisors
California
$306K +$56.4K +2,345 +22%
WP
211
Wealthspan Partners
Iowa
$305K -$5.03K -209 -2%
SLG
212
Sanchez Levi Garrett
$292K +$297K +12,348 New
JP Morgan Chase
213
JP Morgan Chase
New York
$292K +$247K +10,257 +450%
PWA
214
Physician Wealth Advisors
Utah
$291K -$890 -37 -0.3%
DFP
215
Donalies Financial Planning
District of Columbia
$289K +$54.8K +2,279 +23%
AIC
216
Allodium Investment Consultants
Minnesota
$288K +$168 +7 +0.1%
KeyBank National Association
217
KeyBank National Association
Ohio
$287K -$45.8K -1,903 -14%
WAN
218
Wealth Advisors Northwest
Oregon
$280K +$2.45K +102 +0.9%
DADC
219
D.A. Davidson & Co
Montana
$279K +$48.1K +2,000 +20%
BCM
220
Brookstone Capital Management
Illinois
$268K -$1.35K -56 -0.5%
Mariner
221
Mariner
Kansas
$265K -$103K -4,301 -28%
MWA
222
Medallion Wealth Advisors
Connecticut
$263K
BRPW
223
Ballast Rock Private Wealth
South Carolina
$255K -$9.16K -381 -3%
OFS
224
Opus Financial Solutions
Illinois
$253K +$257K +10,695 New
MMPW
225
Mitchell McLeod Pugh & Williams
Alabama
$249K +$7.09K +295 +3%