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Dimensional Global Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LG
76
LAM Group
Oregon
$3.9M -$926K -35,260 -20%
BRIA
77
Balanced Rock Investment Advisors
Massachusetts
$3.89M +$1.36M +51,662 +55%
JWM
78
JDH Wealth Management
California
$3.87M +$159K +6,039 +4%
LI
79
LRI Investments
Florida
$3.79M -$151K -5,769 -4%
CWD
80
Clarity Wealth Development
Oregon
$3.73M +$62.7K +2,387 +2%
JP Morgan Chase
81
JP Morgan Chase
New York
$3.67M +$26.1K +994 +0.7%
CCM
82
Colorado Capital Management
Colorado
$3.65M +$176K +6,714 +5%
MFWP
83
Mosaic Family Wealth Partners
Missouri
$3.63M -$434K -16,532 -11%
WWP
84
Waypoint Wealth Partners
California
$3.59M -$56K -2,134 -2%
RWM
85
Ruedi Wealth Management
Illinois
$3.58M +$194K +7,384 +6%
CTWM
86
Cherry Tree Wealth Management
Minnesota
$3.5M +$89.9K +3,423 +3%
SWM
87
Spire Wealth Management
Virginia
$3.47M +$14.7K +561 +0.4%
CHA
88
Cooper/Haims Advisors
New York
$3.42M +$106K +4,048 +3%
Osaic Holdings
89
Osaic Holdings
Arizona
$3.27M +$731K +27,829 +30%
HNWA
90
Henrickson Nauta Wealth Advisors
Michigan
$3.21M +$461K +17,550 +17%
IA
91
Integrity Alliance
Iowa
$3.2M +$22.7K +863 +0.7%
PCA
92
Prosperity Capital Advisors
Ohio
$3.08M +$115K +4,394 +4%
Betterment LLC
93
Betterment LLC
New York
$3.03M +$556K +21,168 +23%
CPWM
94
Cypress Point Wealth Management
Texas
$3.03M +$6.56K +250 +0.2%
BEW
95
Burton Enright Welch
California
$3M -$9.79K -373 -0.3%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$2.94M +$2.62M +99,690 +1,006%
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$2.91M -$3.01M -114,530 -51%
AAG
98
Accordant Advisory Group
Maryland
$2.9M +$2.83M +107,952 New
WW
99
Winnow Wealth
Texas
$2.9M +$2.83M +107,952 New
NA
100
NewEdge Advisors
Louisiana
$2.88M -$195K -7,442 -6%