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Dimensional Global Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFG
51
Tilson Financial Group
New Jersey
$1.34M +$565K +23,351 +64%
CTWM
52
Cherry Tree Wealth Management
Minnesota
$1.33M +$63.2K +2,611 +5%
TFA
53
Triad Financial Advisors
North Carolina
$1.28M +$1.38M +57,002 New
RGF
54
Retirement Guys Formula
Ohio
$1.26M -$73.8K -3,050 -5%
SRC
55
Sage Rhino Capital
California
$1.25M +$35.5K +1,467 +3%
NRWA
56
North Ridge Wealth Advisors
Oregon
$1.2M +$340K +14,045 +36%
SCM
57
SOL Capital Management
Maryland
$1.14M +$1.23M +50,765 New
LFA
58
Level Financial Advisors
New York
$1.12M +$401K +16,553 +49%
JP Morgan Chase
59
JP Morgan Chase
New York
$852K +$70.2K +2,903 +8%
DADC
60
D.A. Davidson & Co
Montana
$843K +$117K +4,850 +15%
CHP
61
Cable Hill Partners
Oregon
$757K -$6.51M -269,251 -89%
BEW
62
Burton Enright Welch
California
$744K -$720K -29,751 -47%
USCWA
63
U.S. Capital Wealth Advisors
Texas
$725K -$33.3K -1,375 -4%
MFS
64
McNamara Financial Services
Massachusetts
$724K +$781K +32,295 New
C1AG
65
Client 1st Advisory Group
Florida
$710K +$511K +21,100 +199%
MWM
66
Modera Wealth Management
New Jersey
$692K +$2.06K +85 +0.3%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$665K +$718K +29,693 New
AP
68
Adero Partners
California
$583K +$7.19K +297 +1%
QHA
69
Quarry Hill Advisors
Minnesota
$547K +$591K +24,430 New
CFO
70
Collective Family Office
Pennsylvania
$525K +$39.2K +1,622 +7%
WP
71
WealthSource Partners
California
$518K +$12.1K +501 +2%
QFA
72
Quantum Financial Advisors
California
$490K +$97 +4 +0%
TWD
73
True Wealth Design
Ohio
$467K +$444K +18,359 +736%
NA
74
NewEdge Advisors
Louisiana
$451K +$250K +10,335 +105%
CCA
75
Cravens & Co Advisors
Tennessee
$447K -$262K -10,838 -35%