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Dimensional Global Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$5.85M +$2.77M +106,308 +91%
VAS
52
Vestmark Advisory Solutions
Massachusetts
$5.82M +$455K +17,467 +9%
RRCM
53
Rappaport Reiches Capital Management
Illinois
$5.8M +$403K +15,467 +8%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$5.58M +$448K +17,184 +9%
GM
55
GeoWealth Management
Illinois
$5.56M +$126K +4,826 +2%
TFG
56
Tilson Financial Group
New Jersey
$5.51M +$255K +9,779 +5%
NCM
57
New Capital Management
Texas
$5.48M -$2.56M -98,055 -32%
AA
58
Armis Advisers
Georgia
$5.35M +$480K +18,436 +10%
WA
59
Wealth Architects
California
$5.3M +$329K +12,624 +7%
SIC
60
SJS Investment Consulting
Ohio
$5.28M +$226K +8,673 +5%
Pathstone Holdings
61
Pathstone Holdings
New Jersey
$5.27M -$554K -21,278 -10%
XPN
62
XY Planning Network
Montana
$5.23M +$147K +5,637 +3%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$5.22M -$70.9K -2,722 -1%
EWA
64
EverSource Wealth Advisors
Alabama
$5.15M +$3.6M +138,253 +238%
SFP
65
Sterling Financial Planning
New Jersey
$4.91M +$357K +13,706 +8%
RWM
66
Rockwood Wealth Management
Pennsylvania
$4.87M +$3.25M +124,879 +206%
AF
67
Advisornet Financial
Minnesota
$4.85M +$260K +9,964 +6%
LG
68
LAM Group
Oregon
$4.75M -$967K -37,105 -17%
MWM
69
McMill Wealth Management
Nebraska
$4.46M +$761K +29,222 +21%
NDWM
70
New Dimensions Wealth Management
Texas
$4.42M +$4.39M +168,404 New
VF
71
Vawter Financial
Ohio
$4.34M +$417K +16,011 +11%
BH
72
Burk Holdings
Oklahoma
$4.26M +$164K +6,293 +4%
SRB
73
Shotwell Rutter Baer
Michigan
$4.14M +$66K +2,531 +2%
HIA
74
HFM Investment Advisors
New Jersey
$4.02M +$3.99M +152,966 New
HWM
75
Hemington Wealth Management
Virginia
$3.99M +$3.54M +135,806 +833%