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Dimensional Global Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RK
26
Rather & Kittrell
Tennessee
$13.1M +$2.14M +78,611 +21%
PWMG
27
Private Wealth Management Group
New Jersey
$12.9M +$636K +23,354 +6%
TWP
28
Total Wealth Planning
Ohio
$12.3M +$1.44M +52,728 +14%
JC
29
Jentner Corp
Ohio
$10.4M +$119K +4,354 +1%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$9.44M +$26.2K +960 +0.3%
LFA
31
Level Financial Advisors
New York
$9.35M +$1.33M +48,654 +18%
GWA
32
Geometric Wealth Advisors
District of Columbia
$9.08M +$377K +13,840 +5%
WCWM
33
Willow Creek Wealth Management
California
$9.04M +$872K +32,001 +11%
AC
34
Apella Capital
Connecticut
$8.88M -$1.11M -40,910 -12%
SFC
35
Sprinkle Financial Consultants
Colorado
$8.86M +$93.4K +3,430 +1%
NCM
36
New Capital Management
Texas
$8.79M +$261K +9,568 +3%
PCM
37
Peirce Capital Management
Texas
$8.37M +$77.9K +2,858 +1%
EAM
38
Evanson Asset Management
California
$7.55M +$506K +18,566 +8%
CF
39
Corrigan Financial
Rhode Island
$7.25M +$1.26M +46,073 +22%
FIS
40
Fischer Investment Strategies
California
$7.24M +$6.84M +250,950 New
ASI
41
Advisory Services & Investments
Oregon
$6.56M -$97.8K -3,591 -2%
Pathstone Holdings
42
Pathstone Holdings
New Jersey
$6.5M +$5.01K +184 +0.1%
Financial Engines Advisors
43
Financial Engines Advisors
California
$6.2M -$5.88M -216,026 -50%
AIS
44
American Investment Services
Massachusetts
$6.05M +$99.3K +3,647 +2%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$5.93M -$160K -5,868 -3%
RFG
46
REAP Financial Group
Texas
$5.93M +$629K +23,080 +13%
RRCM
47
Rappaport Reiches Capital Management
Illinois
$5.41M +$358K +13,141 +8%
TFG
48
Tilson Financial Group
New Jersey
$5.39M +$308K +11,322 +6%
NRWA
49
North Ridge Wealth Advisors
Oregon
$5.38M +$1.07M +39,265 +27%
MFWP
50
Mosaic Family Wealth Partners
Missouri
$5.26M -$10.8M -394,827 -68%