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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
$32.6M -$144K -6,778 -0.4%
SIS
2
Strategic Investment Solutions
Illinois
$32M +$31.2M +1,468,818 +4,286%
EGWAG
3
Elwood & Goetz Wealth Advisory Group
Georgia
$30.7M +$951K +44,835 +3%
B
4
Bridgeworth
Alabama
$25.4M +$2.05M +96,714 +8%
HighTower Advisors
5
HighTower Advisors
Illinois
$23.3M -$1.68M -79,436 -6%
RIP
6
RAM Investment Partners
Washington
$22.7M +$475K +22,403 +2%
RK
7
Rather & Kittrell
Tennessee
$15.4M +$2.05M +96,551 +14%
AWM
8
Arista Wealth Management
Nevada
$13.4M +$1.13M +53,082 +8%
BFA
9
Brown Financial Advisory
Alabama
$12.7M +$695K +32,753 +5%
BEW
10
Burton Enright Welch
California
$12.2M +$1.36M +64,268 +11%
FMWA
11
Forvis Mazars Wealth Advisors
Missouri
$10.9M +$2.06M +97,020 +21%
IWC
12
Integrated Wealth Concepts
Massachusetts
$9.84M +$162K +7,628 +2%
FFM
13
Forum Financial Management
Illinois
$8.9M -$1.03M -48,506 -10%
AWM
14
AE Wealth Management
Kansas
$8.05M +$691K +32,570 +9%
CCM
15
Carlson Capital Management
Minnesota
$7.99M +$950K +44,805 +12%
SC
16
Savant Capital
Illinois
$7.89M +$8.57M +403,973 New
BA
17
Bridgewater Advisors
New York
$7.8M +$1.56M +73,415 +22%
CWM
18
Core Wealth Management
Florida
$6.99M +$538K +25,367 +8%
AWM
19
Austin Wealth Management
Texas
$6.89M +$7.08M +334,023 New
PFM
20
Phillips Financial Management
Indiana
$6.7M +$1.21M +56,885 +20%
RS
21
Retirement Solution
Washington
$6.45M +$354K +16,695 +5%
APC
22
Asset Planning Corporation
Tennessee
$5.89M +$316K +14,912 +5%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$5.58M +$541K +25,494 +10%
PFG
24
Pinnacle Financial Group
Illinois
$5.08M +$401K +18,902 +8%
RFP
25
Root Financial Partners
California
$5.04M +$1.01M +47,755 +23%