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Dimensional Global Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
326
Concord Wealth Partners
Virginia
$17.2K +$17K +593 New
OSAM
327
O'Shaughnessy Asset Management
Connecticut
$16.7K -$1.69K -59 -9%
SIS
328
Strategic Investment Solutions
Illinois
$10.1K -$7.36K -257 -42%
BC
329
Barrett & Company
Rhode Island
$8.08K +$7.99K +279 New
CA
330
CoreCap Advisors
Michigan
$7.62K – – –
SFG
331
Strive Financial Group
Indiana
$7.3K – – –
SWP
332
Strategic Wealth Partners
Ohio
$6.45K +$229 +8 +4%
EWP
333
Elevation Wealth Partners
California
$6.12K +$29 +1 +0.5%
APFP
334
Action Point Financial Planning
Michigan
$5.33K +$5.27K +184 New
HR
335
Howe & Rusling
New York
$4.84K +$4.78K +167 New
ACA
336
Aptus Capital Advisors
Alabama
$3.71K – – –
BlackRock
337
BlackRock
New York
$1.25K – – –
SGFG
338
Silver Grove Financial Group
New York
$840 +$831 +29 New
Rockefeller Capital Management
339
Rockefeller Capital Management
New York
$753 +$745 +26 New
RF
340
Rossby Financial
Florida
$550 +$544 +19 New
KCM
341
Key Capital Management
Tennessee
$406 +$115 +4 +40%
MWM
342
Mattern Wealth Management
Kansas
– -$3.05M -114,599 Closed
PCP
343
Proficio Capital Partners
Massachusetts
– -$1.02M -38,320 Closed
BTI
344
Blue Trust Inc
Georgia
– -$913K -34,362 Closed
VF
345
Virtu Financial
New York
– -$723K -27,213 Closed
BJB
346
Broadhurst Jeffrey B
– -$328K -12,335 Closed
ASN
347
Advisory Services Network
Georgia
– -$102K -3,819 Closed
HWA
348
HHM Wealth Advisors
Tennessee
– -$24.9K -935 Closed
OA
349
Operose Advisors
Wisconsin
– -$15.6K -587 Closed
AI
350
Atomic Invest
New York
– -$14.9K -572 Closed