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Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
1
Beaird Harris Wealth Management
Texas
$36.1M +$2.32M +109,601 +7%
EGWAG
2
Elwood & Goetz Wealth Advisory Group
Georgia
$32.9M +$2.34M +110,772 +8%
HighTower Advisors
3
HighTower Advisors
Illinois
$27.3M +$2.74M +129,510 +11%
B
4
Bridgeworth
Alabama
$25.9M +$3.2M +151,165 +14%
RIP
5
RAM Investment Partners
Washington
$24.5M +$17.6M +833,204 +272%
RK
6
Rather & Kittrell
Tennessee
$14.9M +$1.82M +86,245 +14%
AWM
7
Arista Wealth Management
Nevada
$13.7M +$9.51M +449,841 +243%
BFA
8
Brown Financial Advisory
Alabama
$13.3M +$11.5M +546,055 +740%
BEW
9
Burton Enright Welch
California
$12.1M +$795K +37,620 +7%
FFM
10
Forum Financial Management
Illinois
$10.9M -$7.69M -363,717 -42%
IWC
11
Integrated Wealth Concepts
Massachusetts
$10.7M +$456K +21,555 +5%
RRC
12
Relaxing Retirement Coach
Massachusetts
$10.1M +$1.86M +87,876 +23%
FMWA
13
Forvis Mazars Wealth Advisors
Missouri
$9.95M +$2.06M +97,287 +27%
AWM
14
AE Wealth Management
Kansas
$8.17M +$637K +30,135 +9%
CCM
15
Carlson Capital Management
Minnesota
$7.84M +$504K +23,837 +7%
CWM
16
Core Wealth Management
Florida
$7.16M +$816K +38,614 +13%
BA
17
Bridgewater Advisors
New York
$7.02M +$962K +45,503 +16%
RS
18
Retirement Solution
Washington
$6.75M +$300K +14,186 +5%
APC
19
Asset Planning Corporation
Tennessee
$6.17M +$755K +35,686 +14%
PFM
20
Phillips Financial Management
Indiana
$6.17M +$936K +44,264 +18%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$5.6M +$1.05M +49,549 +24%
PFG
22
Pinnacle Financial Group
Illinois
$5.19M +$309K +14,614 +6%
WCWM
23
Willow Creek Wealth Management
California
$5.15M +$427K +20,194 +9%
SIG
24
Spinnaker Investment Group
California
$4.67M +$257K +12,170 +6%
FW
25
FirstPurpose Wealth
Utah
$4.61M +$933K +44,105 +26%