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Dimensional Global Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NRWA
51
North Ridge Wealth Advisors
Oregon
$7.75M +$588K +21,798 +8%
PWM
52
Parkshore Wealth Management
California
$7.63M -$2.65M -98,307 -25%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$7.54M +$74.4K +2,759 +1%
RA
54
RFG Advisory
Alabama
$7.48M +$130K +4,828 +2%
RFG
55
REAP Financial Group
Texas
$7.38M +$667K +24,743 +10%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$7.15M +$566K +20,968 +8%
Financial Engines Advisors
57
Financial Engines Advisors
California
$6.94M -$1.76M -65,357 -20%
WA
58
Wealth Architects
California
$6.84M +$663K +24,569 +10%
PCM
59
Peirce Capital Management
Texas
$6.65M +$217K +8,037 +3%
CWA
60
CogentBlue Wealth Advisors
Tennessee
$6.47M +$1.96M +72,754 +42%
BH
61
Burk Holdings
Oklahoma
$6.27M +$988K +36,634 +18%
GM
62
GeoWealth Management
Illinois
$6.27M +$67.6K +2,506 +1%
TFG
63
Tilson Financial Group
New Jersey
$5.94M +$425K +15,751 +8%
MWM
64
McMill Wealth Management
Nebraska
$5.8M +$691K +25,628 +13%
SFP
65
Sterling Financial Planning
New Jersey
$5.8M +$344K +12,758 +6%
EWA
66
EP Wealth Advisors
California
$5.49M +$5.61M +207,892 New
AF
67
Advisornet Financial
Minnesota
$5.37M +$192K +7,112 +4%
Jane Street
68
Jane Street
New York
$5.35M +$2.91M +107,724 +114%
LG
69
LAM Group
Oregon
$5.35M +$1.56M +57,915 +40%
NDWM
70
New Dimensions Wealth Management
Texas
$5.12M +$336K +12,454 +7%
PWM
71
Platform Wealth Management
Utah
$5.11M +$5.22M +193,518 New
FPCG
72
Forum Private Client Group
Indiana
$5.08M +$621K +23,015 +14%
AF
73
Allworth Financial
California
$4.99M +$2.6M +96,484 +105%
GA
74
Greenspring Advisors
Maryland
$4.97M +$4.29M +159,170 +551%
SRB
75
Shotwell Rutter Baer
Michigan
$4.95M +$287K +10,636 +6%