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Dimensional Global Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
76
Ruedi Wealth Management
Illinois
$3.26M +$757K +27,599 +28%
CTWM
77
Cherry Tree Wealth Management
Minnesota
$3.19M +$119K +4,338 +4%
JWM
78
JDH Wealth Management
California
$3.15M +$3.38M +123,233 New
AC
79
AWM Capital
Arizona
$3.14M +$1.85M +67,446 +122%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$2.98M +$3.2M +116,604 New
CHA
81
Cooper/Haims Advisors
New York
$2.94M +$447K +16,271 +16%
YWM
82
Yardley Wealth Management
Pennsylvania
$2.89M +$505K +18,389 +20%
FPCG
83
Forum Private Client Group
Indiana
$2.86M +$728K +26,542 +31%
SWM
84
Spire Wealth Management
Virginia
$2.86M +$3.07M +111,990 New
BEW
85
Burton Enright Welch
California
$2.78M +$21.4K +779 +0.7%
FIS
86
Fischer Investment Strategies
California
$2.72M -$3.96M -144,452 -58%
VBA
87
von Borstel & Associates
Oregon
$2.71M +$1.1M +40,004 +60%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$2.64M +$370K +13,471 +15%
CPIG
89
Chicago Partners Investment Group
Illinois
$2.64M -$3.84K -140 -0.1%
PCA
90
Prosperity Capital Advisors
Ohio
$2.56M +$1.1M +40,219 +67%
CCM
91
Colorado Capital Management
Colorado
$2.4M +$806K +29,369 +45%
CPWM
92
Cypress Point Wealth Management
Texas
$2.4M +$942K +34,325 +58%
SWM
93
Sterling Wealth Management
Illinois
$2.39M +$74.3K +2,708 +3%
EP
94
Essential Planning
New Hampshire
$2.32M +$2.34M +85,080 New
BRIA
95
Balanced Rock Investment Advisors
Massachusetts
$2.27M +$2.44M +88,836 New
HNWA
96
Henrickson Nauta Wealth Advisors
Michigan
$2.24M +$283K +10,318 +13%
KF
97
Krilogy Financial
Missouri
$2.23M +$158K +5,767 +7%
Betterment LLC
98
Betterment LLC
New York
$2.1M +$328K +11,958 +17%
LAMC
99
Longview Asset Management (California)
California
$2.07M +$2.22M +80,980 New
Osaic Holdings
100
Osaic Holdings
Arizona
$2.03M +$181K +6,586 +9%