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Dimensional Global Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPCG
76
Forum Private Client Group
Indiana
$2.47M +$668K +24,529 +40%
KF
77
Krilogy Financial
Missouri
$2.35M -$34.7K -1,273 -2%
HNWA
78
Henrickson Nauta Wealth Advisors
Michigan
$2.23M +$571K +20,972 +37%
PWIA
79
Porter White Investment Advisors
Alabama
$2.19M +$91.6K +3,362 +5%
Osaic Holdings
80
Osaic Holdings
Arizona
$2.11M +$206K +7,564 +12%
RGF
81
Retirement Guys Formula
Ohio
$2.11M +$12.9K +473 +0.7%
DADC
82
D.A. Davidson & Co
Montana
$2.03M +$54K +1,984 +3%
Betterment LLC
83
Betterment LLC
New York
$2.02M +$170K +6,223 +10%
VBA
84
von Borstel & Associates
Oregon
$1.91M +$1.81M +66,297 New
MWM
85
Meritas Wealth Management
California
$1.87M -$24.9K -914 -1%
CCM
86
Colorado Capital Management
Colorado
$1.87M +$829K +30,436 +89%
SMWM
87
Silvia McColl Wealth Management
California
$1.75M +$1.66M +60,797 New
PCA
88
Prosperity Capital Advisors
Ohio
$1.73M +$1.17M +43,044 +254%
CPWM
89
Cypress Point Wealth Management
Texas
$1.72M +$203K +7,443 +14%
NWM
90
Northwest Wealth Management
Iowa
$1.7M +$718K +26,356 +81%
MML Investors Services
91
MML Investors Services
Massachusetts
$1.67M +$1.57M +57,742 New
SRC
92
Sage Rhino Capital
California
$1.6M -$98.7K -3,623 -6%
AC
93
AWM Capital
Arizona
$1.6M +$1.51M +55,315 New
C1AG
94
Client 1st Advisory Group
Florida
$1.54M -$28.1K -1,032 -2%
HIGP
95
Hill Investment Group Partners
Missouri
$1.49M -$47.6K -1,747 -3%
BP
96
BWM Planning
Texas
$1.41M +$1.33M +48,955 New
MSWMA
97
Market Street Wealth Management Advisors
Indiana
$1.41M +$2.42K +89 +0.2%
MFS
98
McNamara Financial Services
Massachusetts
$1.38M +$52K +1,909 +4%
Creative Planning
99
Creative Planning
Kansas
$1.35M +$61.7K +2,266 +5%
KCM
100
KM Capital Management
Texas
$1.35M -$184K -6,749 -13%