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Dimensional Global Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
26
OneDigital Investment Advisors
Kansas
$8.9M +$3.07M +122,514 +54%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$8.3M +$318K +12,687 +4%
JC
28
Jentner Corp
Ohio
$7.98M +$207K +8,274 +3%
TWP
29
Total Wealth Planning
Ohio
$7.97M +$1.47M +58,767 +23%
SFC
30
Sprinkle Financial Consultants
Colorado
$7.49M +$1.5M +59,982 +26%
NCM
31
New Capital Management
Texas
$7.4M -$1.9M -75,896 -21%
AC
32
Apella Capital
Connecticut
$7.22M -$1.87M -74,752 -21%
PCM
33
Peirce Capital Management
Texas
$6.97M +$651K +25,955 +11%
GWA
34
Geometric Wealth Advisors
District of Columbia
$6.82M +$3.53M +140,890 +112%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$6.76M +$2.26M +90,016 +51%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$6.52M +$511K +20,393 +9%
RK
37
Rather & Kittrell
Tennessee
$6.45M +$3.38M +134,737 +114%
Pathstone Holdings
38
Pathstone Holdings
New Jersey
$6.2M +$260K +10,374 +4%
ASI
39
Advisory Services & Investments
Oregon
$5.71M +$285K +11,366 +5%
EAM
40
Evanson Asset Management
California
$5.26M +$1.12M +44,644 +28%
WCWM
41
Willow Creek Wealth Management
California
$5.24M +$1.1M +43,747 +27%
CF
42
Corrigan Financial
Rhode Island
$5.23M +$2.36M +94,218 +85%
LFA
43
Level Financial Advisors
New York
$5.01M +$2.07M +82,571 +73%
SIM
44
Stratos Investment Management
Ohio
$4.91M +$4.82M +192,163 New
AIS
45
American Investment Services
Massachusetts
$4.5M +$675K +26,907 +18%
LG
46
LAM Group
Oregon
$4.29M +$3.13M +124,920 +290%
Jane Street
47
Jane Street
New York
$4.25M -$11.4M -455,354 -73%
VAS
48
Vestmark Advisory Solutions
Massachusetts
$4.15M +$780K +31,101 +24%
AF
49
Advisornet Financial
Minnesota
$4.08M +$1.44M +57,315 +56%
TFG
50
Tilson Financial Group
New Jersey
$4.03M +$745K +29,698 +23%