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Dimensional Global Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EP
226
Essential Planning
New Hampshire
$610K +$127K +4,419 +27%
AWP
227
Abacus Wealth Partners
California
$607K -$104K -3,648 -15%
GVAG
228
Great Valley Advisor Group
Delaware
$602K +$51.4K +1,795 +9%
DWA
229
Delap Wealth Advisory
Oregon
$601K -$6.9K -241 -1%
JTWM
230
Jackson Thornton Wealth Management
Alabama
$562K +$2.46K +86 +0.4%
TA
231
Tactive Advisors
Florida
$524K -$1.17M -40,918 -69%
MHFA
232
Mission Hills Financial Advisory
California
$517K +$511K +17,853 New
FWMP
233
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$508K
SW
234
Simplicity Wealth
New Jersey
$505K +$164K +5,724 +49%
NL
235
NWAM LLC
Washington
$485K +$60.3K +2,105 +14%
FOA
236
Five Oceans Advisors
California
$482K -$12.7K -443 -3%
TWP
237
Triad Wealth Partners
Kansas
$477K +$100K +3,504 +28%
S
238
SignatureFD
Georgia
$471K +$69.6K +2,429 +18%
SWM
239
Selective Wealth Management
Virginia
$455K +$188K +6,550 +76%
KPWS
240
Kestra Private Wealth Services
Texas
$452K +$447K +15,590 New
NWM
241
Navigate Wealth Management
Alabama
$446K
TWCA
242
Two West Capital Advisors
Kansas
$422K +$22.1K +773 +6%
MWA
243
Mills Wealth Advisors
Texas
$417K +$31.3K +1,094 +8%
BCM
244
Brookstone Capital Management
Illinois
$415K +$69K +2,408 +20%
Wells Fargo
245
Wells Fargo
California
$400K +$279K +9,745 +240%
IAG
246
Investmark Advisory Group
Connecticut
$398K +$43.4K +1,515 +12%
Cetera Investment Advisers
247
Cetera Investment Advisers
Illinois
$398K
I
248
INVST
Indiana
$393K +$60.1K +2,099 +18%
WC
249
Wolfstich Capital
Massachusetts
$393K +$383K +13,388 New
AssetMark Inc
250
AssetMark Inc
California
$389K +$21.7K +759 +6%