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Dimensional Global Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCI
26
Planning Center Inc
Illinois
$12.6M +$112K +4,080 +0.8%
TWP
27
Total Wealth Planning
Ohio
$12.4M +$1.61M +58,599 +14%
SSC
28
Syverson Strege & Co
Iowa
$12.2M +$450K +16,382 +4%
PWMG
29
Private Wealth Management Group
New Jersey
$11.8M +$468K +17,065 +4%
JC
30
Jentner Corp
Ohio
$11M +$1.93M +70,480 +20%
EFP
31
Elser Financial Planning
Indiana
$10.8M +$11.6M +421,777 New
BGWM
32
Bridge Generations Wealth Management
Florida
$10M +$10.8M +392,259 New
WCWM
33
Willow Creek Wealth Management
California
$9.65M +$1.77M +64,472 +21%
LFA
34
Level Financial Advisors
New York
$9.56M +$1.38M +50,404 +16%
WMN
35
Wealth Management Nebraska
Nebraska
$9.19M +$9.88M +359,931 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$8.62M +$285K +10,387 +3%
SFC
37
Sprinkle Financial Consultants
Colorado
$8.61M +$826K +30,100 +10%
GWA
38
Geometric Wealth Advisors
District of Columbia
$8.39M +$385K +14,011 +4%
Financial Engines Advisors
39
Financial Engines Advisors
California
$8.1M +$2.81M +102,348 +48%
NCM
40
New Capital Management
Texas
$7.83M +$56.1K +2,043 +0.7%
EAM
41
Evanson Asset Management
California
$7.75M +$1.14M +41,670 +16%
AC
42
Apella Capital
Connecticut
$7.37M -$623K -22,704 -7%
PCM
43
Peirce Capital Management
Texas
$7.02M -$416K -15,139 -5%
CF
44
Corrigan Financial
Rhode Island
$6.98M +$612K +22,289 +9%
MSWM
45
Master's Wealth Management
Pennsylvania
$6.32M +$6.79M +247,546 New
AIS
46
American Investment Services
Massachusetts
$6.06M +$763K +27,786 +13%
NRWA
47
North Ridge Wealth Advisors
Oregon
$5.67M +$975K +35,529 +19%
Pathstone Holdings
48
Pathstone Holdings
New Jersey
$5.67M -$90.7K -3,304 -1%
LG
49
LAM Group
Oregon
$5.56M +$1.79M +65,365 +43%
GM
50
GeoWealth Management
Illinois
$5.28M +$5.54M +201,971 +4,212%