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Dimensional Global Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
51
SJS Investment Consulting
Ohio
$7.25M +$790K +29,176 +12%
RFG
52
REAP Financial Group
Texas
$6.95M +$815K +30,094 +13%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$6.82M +$730K +26,969 +12%
PCM
54
Peirce Capital Management
Texas
$6.65M +$61.6K +2,276 +0.9%
GM
55
GeoWealth Management
Illinois
$6.41M +$721K +26,637 +13%
WA
56
Wealth Architects
California
$6.4M +$339K +12,514 +6%
HWM
57
Hemington Wealth Management
Virginia
$5.87M +$1.09M +40,123 +23%
TFG
58
Tilson Financial Group
New Jersey
$5.71M +$61.6K +2,274 +1%
SFP
59
Sterling Financial Planning
New Jersey
$5.64M +$110K +4,053 +2%
EWA
60
EverSource Wealth Advisors
Alabama
$5.59M +$382K +14,124 +7%
BH
61
Burk Holdings
Oklahoma
$5.49M +$334K +12,343 +7%
AF
62
Advisornet Financial
Minnesota
$5.36M +$174K +6,436 +3%
MWM
63
McMill Wealth Management
Nebraska
$5.3M +$506K +18,699 +11%
XPN
64
XY Planning Network
Montana
$5.07M
JP Morgan Chase
65
JP Morgan Chase
New York
$5M +$1.25M +46,321 +34%
HIA
66
HFM Investment Advisors
New Jersey
$4.97M +$584K +21,563 +13%
NDWM
67
New Dimensions Wealth Management
Texas
$4.95M +$192K +7,075 +4%
AG
68
AlTi Global
New York
$4.91M
VF
69
Vawter Financial
Ohio
$4.83M +$4.42M +163,282 +1,193%
Pathstone Holdings
70
Pathstone Holdings
New Jersey
$4.78M -$458K -16,922 -9%
SRB
71
Shotwell Rutter Baer
Michigan
$4.72M +$97.8K +3,613 +2%
CWA
72
CogentBlue Wealth Advisors
Tennessee
$4.71M +$4.67M +172,305 New
FPCG
73
Forum Private Client Group
Indiana
$4.62M +$356K +13,161 +8%
VBA
74
von Borstel & Associates
Oregon
$4.42M +$271K +10,006 +7%
BRIA
75
Balanced Rock Investment Advisors
Massachusetts
$4.29M +$322K +11,879 +8%