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Dimensional Global Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIS
51
American Investment Services
Massachusetts
$6.75M +$175K +6,680 +3%
PCM
52
Peirce Capital Management
Texas
$6.47M -$652K -24,835 -9%
SIC
53
SJS Investment Consulting
Ohio
$6.34M +$921K +35,075 +17%
RFG
54
REAP Financial Group
Texas
$6.02M -$46.9K -1,788 -0.8%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$5.98M +$267K +10,154 +5%
WA
56
Wealth Architects
California
$5.95M +$520K +19,805 +10%
AA
57
Armis Advisers
Georgia
$5.63M +$157K +5,994 +3%
GM
58
GeoWealth Management
Illinois
$5.58M -$94.5K -3,600 -2%
TFG
59
Tilson Financial Group
New Jersey
$5.55M -$78.5K -2,989 -1%
SFP
60
Sterling Financial Planning
New Jersey
$5.43M +$406K +15,477 +8%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$5.29M -$84.9K -3,233 -2%
Pathstone Holdings
62
Pathstone Holdings
New Jersey
$5.15M -$225K -8,552 -4%
EWA
63
EverSource Wealth Advisors
Alabama
$5.11M -$150K -5,712 -3%
AF
64
Advisornet Financial
Minnesota
$5.09M +$135K +5,136 +3%
XPN
65
XY Planning Network
Montana
$5.07M -$264K -10,068 -5%
BH
66
Burk Holdings
Oklahoma
$5.06M +$686K +26,132 +16%
AG
67
AlTi Global
New York
$4.82M +$4.72M +179,651 New
NDWM
68
New Dimensions Wealth Management
Texas
$4.74M +$152K +5,803 +3%
HWM
69
Hemington Wealth Management
Virginia
$4.69M +$599K +22,822 +15%
NCM
70
New Capital Management
Texas
$4.67M -$908K -34,580 -17%
MWM
71
McMill Wealth Management
Nebraska
$4.67M +$144K +5,495 +3%
SRB
72
Shotwell Rutter Baer
Michigan
$4.63M +$91.7K +3,494 +2%
HIA
73
HFM Investment Advisors
New Jersey
$4.3M +$196K +7,469 +5%
FPCG
74
Forum Private Client Group
Indiana
$4.19M +$336K +12,812 +9%
VBA
75
von Borstel & Associates
Oregon
$4.08M +$283K +10,766 +8%