We are live on ! Find out more
DFGR icon

Dimensional Global Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Mattern Wealth Management
Kansas
$434K +$469K +19,365 New
Truist Financial
77
Truist Financial
North Carolina
$420K +$44.1K +1,823 +11%
CPWM
78
Cypress Point Wealth Management
Texas
$404K -$50.2K -2,075 -10%
BCI
79
Brinker Capital Investments
Pennsylvania
$380K +$58.9K +2,436 +17%
OPS
80
Orion Portfolio Solutions
Nebraska
$380K +$58.9K +2,436 +17%
Stifel Financial
81
Stifel Financial
Missouri
$356K +$384K +15,881 New
FTUS
82
Flow Traders U.S.
New York
$317K +$342K +14,150 New
AWP
83
Abacus Wealth Partners
California
$307K +$331K +13,694 New
SHFA
84
SC&H Financial Advisors
Maryland
$268K +$48.5K +2,003 +20%
NL
85
NWAM LLC
Washington
$265K +$30.2K +1,250 +12%
GHA
86
Granite Harbor Advisors
Texas
$261K
W
87
WorthPointe
California
$255K
CWM
88
Core Wealth Management
Florida
$220K +$238K +9,835 New
MWM
89
Meritas Wealth Management
California
$218K
LFG
90
Larson Financial Group
Missouri
$209K +$65.3K +2,700 +41%
RWM
91
Ruedi Wealth Management
Illinois
$192K +$78.1K +3,227 +60%
EWA
92
EverSource Wealth Advisors
Alabama
$160K +$41.5K +1,714 +32%
MFC
93
Morris Financial Concepts
South Carolina
$142K +$37.2K +1,536 +32%
LG
94
LAM Group
Oregon
$141K +$90.1K +3,725 +145%
GJIA
95
Glass Jacobson Investment Advisors
Maryland
$136K +$32.6K +1,347 +29%
BTI
96
Blue Trust Inc
Georgia
$105K +$5.13K +212 +5%
RLIM
97
Red Lighthouse Investment Management
New York
$44.1K
AWM
98
Aspire Wealth Management
Massachusetts
$25.8K +$1.16K +48 +4%
CT
99
Colonial Trust
South Carolina
$23.1K
FFA
100
Farther Finance Advisors
California
$21.6K -$3.97K -164 -15%