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Dimensional Global Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
76
AssetMark Inc
California
$1.84M +$1.81M +73,704 New
PWIA
77
Porter White Investment Advisors
Alabama
$1.82M +$221K +8,965 +14%
RGF
78
Retirement Guys Formula
Ohio
$1.81M -$153K -6,221 -8%
DADC
79
D.A. Davidson & Co
Montana
$1.71M +$148K +6,032 +10%
MWM
80
Meritas Wealth Management
California
$1.64M +$27.5K +1,119 +2%
HIGP
81
Hill Investment Group Partners
Missouri
$1.64M +$6.77K +275 +0.4%
Osaic Holdings
82
Osaic Holdings
Arizona
$1.64M +$342K +13,889 +27%
Betterment LLC
83
Betterment LLC
New York
$1.6M +$502K +20,412 +47%
FPCG
84
Forum Private Client Group
Indiana
$1.52M +$421K +17,104 +39%
SRC
85
Sage Rhino Capital
California
$1.48M +$29.3K +1,192 +2%
HNWA
86
Henrickson Nauta Wealth Advisors
Michigan
$1.41M +$360K +14,631 +35%
SCM
87
SOL Capital Management
Maryland
$1.39M -$558K -22,660 -29%
SWM
88
Sterling Wealth Management
Illinois
$1.38M +$344K +13,975 +34%
RWM
89
Ruedi Wealth Management
Illinois
$1.37M +$648K +26,328 +93%
C1AG
90
Client 1st Advisory Group
Florida
$1.36M +$36.5K +1,483 +3%
KCM
91
KM Capital Management
Texas
$1.34M +$74.7K +3,035 +6%
CPWM
92
Cypress Point Wealth Management
Texas
$1.3M +$53.8K +2,187 +4%
QHA
93
Quarry Hill Advisors
Minnesota
$1.28M +$72.2K +2,932 +6%
MSWMA
94
Market Street Wealth Management Advisors
Indiana
$1.22M +$103K +4,174 +9%
MFS
95
McNamara Financial Services
Massachusetts
$1.15M +$168K +6,823 +17%
Creative Planning
96
Creative Planning
Kansas
$1.12M +$138K +5,626 +14%
GOCP
97
Great Oak Capital Partners
Massachusetts
$1.01M -$2.4M -97,335 -72%
SHFA
98
SC&H Financial Advisors
Maryland
$989K +$74.9K +3,043 +8%
MFC
99
Morris Financial Concepts
South Carolina
$969K +$264K +10,724 +38%
AHL
100
Abel Hall LLC
Louisiana
$896K +$84.9K +3,450 +11%