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Dimensional Global Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIA
76
HFM Investment Advisors
New Jersey
$5.77M -$183K -6,405 -3%
IAS
77
Integrity Advisory Solutions
Texas
$5.69M +$498K +17,386 +10%
PWM
78
Parkshore Wealth Management
California
$5.65M -$457K -15,957 -8%
SRB
79
Shotwell Rutter Baer
Michigan
$5.63M -$26K -907 -0.5%
NCM
80
New Capital Management
Texas
$5.58M +$55.1K +1,924 +1%
JWM
81
JDH Wealth Management
California
$5.51M +$385K +13,434 +8%
CWD
82
Clarity Wealth Development
Oregon
$5.49M +$319K +11,153 +6%
VPWA
83
Vestia Personal Wealth Advisors
Indiana
$5.28M +$948K +33,116 +22%
VBA
84
von Borstel & Associates
Oregon
$5.28M +$163K +5,677 +3%
AG
85
AlTi Global
New York
$5.2M
CCM
86
Colorado Capital Management
Colorado
$5.12M +$290K +10,124 +6%
BRIA
87
Balanced Rock Investment Advisors
Massachusetts
$5.08M -$12.3K -429 -0.2%
SWM
88
Spire Wealth Management
Virginia
$5.04M +$79.5K +2,775 +2%
LG
89
LAM Group
Oregon
$4.96M -$483K -16,870 -9%
PWS
90
Physician Wealth Solutions
Nevada
$4.81M +$777K +27,132 +20%
FFA
91
Farther Finance Advisors
California
$4.68M -$74.3K -2,595 -2%
JP Morgan Chase
92
JP Morgan Chase
New York
$4.63M -$124K -4,335 -3%
Pathstone Holdings
93
Pathstone Holdings
New Jersey
$4.61M -$184K -6,435 -4%
EWA
94
EP Wealth Advisors
California
$4.6M -$311K -10,847 -6%
SRC
95
Sage Rhino Capital
California
$4.6M +$1.68M +58,674 +59%
CHA
96
Cooper/Haims Advisors
New York
$4.47M +$41.1K +1,436 +0.9%
Betterment LLC
97
Betterment LLC
New York
$4.39M +$206K +7,183 +5%
IA
98
Integrity Alliance
Iowa
$4.26M +$23.6K +824 +0.6%
OMC
99
Old Mission Capital
Illinois
$4.01M +$3.96M +138,375 New
NWM
100
Northwest Wealth Management
Iowa
$3.66M +$68.4K +2,387 +2%