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Dimensional Global Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SRC
76
Sage Rhino Capital
California
$1.42M -$33.1K -1,413 -3%
JP Morgan Chase
77
JP Morgan Chase
New York
$1.4M +$373K +15,900 +42%
C1AG
78
Client 1st Advisory Group
Florida
$1.26M +$395K +16,849 +53%
QHA
79
Quarry Hill Advisors
Minnesota
$1.25M +$559K +23,861 +98%
DADC
80
D.A. Davidson & Co
Montana
$1.18M +$183K +7,811 +21%
PWIA
81
Porter White Investment Advisors
Alabama
$1.14M +$1.03M +43,984 New
LG
82
LAM Group
Oregon
$1.12M +$861K +36,730 +584%
FPCG
83
Forum Private Client Group
Indiana
$1.05M +$948K +40,417 New
MSWMA
84
Market Street Wealth Management Advisors
Indiana
$1.01M +$911K +38,860 New
Creative Planning
85
Creative Planning
Kansas
$978K +$883K +37,649 New
SHFA
86
SC&H Financial Advisors
Maryland
$916K +$546K +23,270 +194%
Osaic Holdings
87
Osaic Holdings
Arizona
$900K -$2.97M -126,476 -78%
MFS
88
McNamara Financial Services
Massachusetts
$881K +$37.8K +1,613 +5%
USCWA
89
U.S. Capital Wealth Advisors
Texas
$841K
HNWA
90
Henrickson Nauta Wealth Advisors
Michigan
$789K +$712K +30,384 New
MWM
91
Modera Wealth Management
New Jersey
$783K -$16.7K -714 -2%
AHL
92
Abel Hall LLC
Louisiana
$783K +$707K +30,141 New
Citadel Advisors
93
Citadel Advisors
Florida
$735K +$664K +28,308 New
WP
94
WealthSource Partners
California
$735K +$121K +5,164 +22%
Betterment LLC
95
Betterment LLC
New York
$708K +$639K +27,247 New
EFN
96
Equita Financial Network
Pennsylvania
$685K +$619K +26,382 New
CWM
97
Core Wealth Management
Florida
$684K +$387K +16,507 +168%
AP
98
Adero Partners
California
$679K +$3.05K +130 +0.5%
SWM
99
Sterling Wealth Management
Illinois
$638K +$576K +24,568 New
AWP
100
Abacus Wealth Partners
California
$584K +$206K +8,770 +64%