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Dimensional Global Real Estate ETF
DFGR

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
251
Choreo LLC
Illinois
$318K +$328K +11,947 New
BCM
252
Brookstone Capital Management
Illinois
$317K +$327K +11,915 New
DFP
253
Donalies Financial Planning
District of Columbia
$314K +$7.07K +258 +2%
SW
254
Simplicity Wealth
New Jersey
$311K +$18.5K +674 +6%
C1AG
255
Client 1st Advisory Group
Florida
$311K -$56.3K -2,053 -15%
DWM
256
Dopkins Wealth Management
New York
$308K -$49.7K -1,811 -14%
I
257
INVST
Indiana
$305K +$17K +621 +6%
WPC
258
Wedmont Private Capital
Pennsylvania
$298K +$42.8K +1,562 +17%
SF
259
Summit Financial
New Jersey
$296K -$25K -913 -8%
RCAG
260
Rehmann Capital Advisory Group
Michigan
$288K -$3.1K -113 -1%
HF
261
HRT Financial
New York
$286K +$295K +10,766 New
SIMC
262
Squire Investment Management Company
Utah
$284K +$1.62K +59 +0.6%
VFP
263
Vested Financial Planning
California
$274K +$26.7K +975 +10%
SFS
264
Security Financial Services
Indiana
$274K +$30K +1,095 +12%
VFP
265
Vilga Financial Planning
New Jersey
$259K – – –
LMFP
266
Larry Mathis Financial Planning
Arizona
$251K +$259K +9,429 New
SWM
267
Selective Wealth Management
Virginia
$245K +$237K +8,636 New
CPA
268
Capital Performance Advisors
California
$236K – – –
FCP
269
Fidelis Capital Partners
Florida
$226K +$233K +8,500 New
IA
270
IFG Advisors
Missouri
$221K +$27 +1 +0%
CW
271
CreativeOne Wealth
Kansas
$219K +$226K +8,253 New
HWA
272
HMV Wealth Advisors
Louisiana
$215K +$6.17K +225 +3%
PFS
273
Professional Financial Solutions
Virginia
$211K – – –
CWA
274
Canvas Wealth Advisors
Kansas
$208K +$215K +7,841 New
EAN
275
Excelsior Advisor Network
Colorado
$206K +$212K +7,734 New
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