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Dimensional Global Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFWP
76
Mosaic Family Wealth Partners
Missouri
$3.99M -$427K -16,391 -10%
LI
77
LRI Investments
Florida
$3.86M -$318K -12,187 -8%
FPCG
78
Forum Private Client Group
Indiana
$3.76M +$814K +31,218 +28%
VBA
79
von Borstel & Associates
Oregon
$3.72M +$921K +35,359 +33%
JWM
80
JDH Wealth Management
California
$3.63M +$394K +15,103 +12%
CWD
81
Clarity Wealth Development
Oregon
$3.59M +$148K +5,694 +4%
WWP
82
Waypoint Wealth Partners
California
$3.57M +$95.4K +3,662 +3%
JP Morgan Chase
83
JP Morgan Chase
New York
$3.56M -$26.2K -1,005 -0.7%
AC
84
AWM Capital
Arizona
$3.47M +$247K +9,461 +8%
CCM
85
Colorado Capital Management
Colorado
$3.39M +$915K +35,107 +37%
SWM
86
Spire Wealth Management
Virginia
$3.38M +$434K +16,672 +15%
CTWM
87
Cherry Tree Wealth Management
Minnesota
$3.34M +$63K +2,416 +2%
RWM
88
Ruedi Wealth Management
Illinois
$3.31M -$36.4K -1,398 -1%
CHA
89
Cooper/Haims Advisors
New York
$3.24M +$219K +8,417 +7%
IA
90
Integrity Alliance
Iowa
$3.11M +$3.09M +118,432 New
NA
91
NewEdge Advisors
Louisiana
$3.02M -$1.04M -40,055 -26%
CPWM
92
Cypress Point Wealth Management
Texas
$2.96M +$489K +18,748 +20%
BEW
93
Burton Enright Welch
California
$2.95M +$91.5K +3,513 +3%
PCA
94
Prosperity Capital Advisors
Ohio
$2.91M +$266K +10,199 +10%
CPIG
95
Chicago Partners Investment Group
Illinois
$2.71M -$58.5K -2,243 -2%
YWM
96
Yardley Wealth Management
Pennsylvania
$2.55M -$361K -13,851 -13%
FFA
97
Farther Finance Advisors
California
$2.53M +$1.33M +50,930 +113%
HNWA
98
Henrickson Nauta Wealth Advisors
Michigan
$2.49M +$379K +14,531 +17%
Osaic Holdings
99
Osaic Holdings
Arizona
$2.47M +$376K +14,410 +18%
BRIA
100
Balanced Rock Investment Advisors
Massachusetts
$2.45M +$120K +4,615 +5%