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Dimensional Global Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$18M +$2.82M +104,596 +18%
QFA
27
Quantum Financial Advisors
California
$17.3M +$18K +668 +0.1%
RCI
28
RS Crum Inc
California
$16.9M +$726K +26,917 +4%
IWM
29
Integris Wealth Management
California
$15.7M +$1.05M +38,769 +7%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$15.3M +$15.5M +575,838 +11,680%
PWMG
31
Private Wealth Management Group
New Jersey
$15M +$623K +23,111 +4%
WMN
32
Wealth Management Nebraska
Nebraska
$14.9M +$2.39M +88,652 +19%
PCI
33
Planning Center Inc
Illinois
$14.5M +$305K +11,298 +2%
ACM
34
Aspen Capital Management
Idaho
$14.3M +$1.1M +40,844 +8%
LFA
35
Level Financial Advisors
New York
$14M +$1.63M +60,536 +13%
SSC
36
Syverson Strege & Co
Iowa
$12.6M +$67.1K +2,486 +0.5%
EAM
37
Evanson Asset Management
California
$11.9M +$997K +36,964 +9%
GWA
38
Geometric Wealth Advisors
District of Columbia
$11.2M +$622K +23,061 +6%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$11.1M +$867K +32,144 +8%
SFC
40
Sprinkle Financial Consultants
Colorado
$9.41M +$276K +10,219 +3%
BGWM
41
Bridge Generations Wealth Management
Florida
$9.19M +$68K +2,522 +0.7%
HNWA
42
Henrickson Nauta Wealth Advisors
Michigan
$9.15M +$5.51M +204,423 +147%
AIS
43
American Investment Services
Massachusetts
$8.84M +$1.48M +54,715 +20%
HI
44
Harbour Investments
Wisconsin
$8.71M +$8.88M +329,236 +59,215%
Citadel Advisors
45
Citadel Advisors
Florida
$8.59M +$7.24M +268,557 +475%
AC
46
Apella Capital
Connecticut
$8.55M +$1.15M +42,775 +15%
AC
47
AWM Capital
Arizona
$8.44M +$150K +5,561 +2%
XPN
48
XY Planning Network
Montana
$8.19M +$3.26M +120,920 +64%
VAS
49
Vestmark Advisory Solutions
Massachusetts
$7.91M +$748K +27,738 +10%
SIC
50
SJS Investment Consulting
Ohio
$7.87M +$876K +32,475 +12%