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Dimensional Global Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
26
Beacon Pointe Advisors
California
$19.3M -$4.26M -148,710 -18%
WMN
27
Wealth Management Nebraska
Nebraska
$19.1M +$1.13M +39,370 +6%
QFA
28
Quantum Financial Advisors
California
$18.9M +$223K +7,800 +1%
IWM
29
Integris Wealth Management
California
$18.7M +$1.04M +36,470 +6%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$18.3M +$8.44M +294,566 +87%
PWMG
31
Private Wealth Management Group
New Jersey
$17.9M +$300K +10,483 +2%
LFA
32
Level Financial Advisors
New York
$17.9M +$1.03M +35,833 +6%
EF
33
Evanson Financial
Virginia
$16.6M +$16.5M +574,362 New
ACM
34
Aspen Capital Management
Idaho
$16M +$209K +7,303 +1%
PCI
35
Planning Center Inc
Illinois
$16M +$140K +4,883 +0.9%
AC
36
AWM Capital
Arizona
$15.1M +$5.35M +186,795 +56%
SSC
37
Syverson Strege & Co
Iowa
$13.9M +$64K +2,236 +0.5%
HI
38
Harbour Investments
Wisconsin
$13.6M +$1.02M +35,618 +8%
GWA
39
Geometric Wealth Advisors
District of Columbia
$13.5M +$600K +20,944 +5%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$13.3M +$6.31M +220,228 +93%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$13.2M +$518K +18,098 +4%
MAM
42
McLean Asset Management
Virginia
$12.8M +$4.67M +163,219 +61%
AF
43
Allworth Financial
California
$12.4M +$2.57M +89,709 +26%
FTUS
44
Flow Traders U.S.
New York
$11.8M +$11.6M +405,981 New
AIS
45
American Investment Services
Massachusetts
$11.2M +$800K +27,946 +8%
SIC
46
SJS Investment Consulting
Ohio
$11M +$1.41M +49,229 +15%
SFC
47
Sprinkle Financial Consultants
Colorado
$11M +$91.1K +3,181 +0.8%
XPN
48
XY Planning Network
Montana
$10.8M +$805K +28,115 +8%
BGWM
49
Bridge Generations Wealth Management
Florida
$10.7M +$298K +10,421 +3%
VAS
50
Vestmark Advisory Solutions
Massachusetts
$10.6M -$1.28M -44,721 -11%