We are live on ! Find out more
DFGR icon

Dimensional Global Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
76
EverSource Wealth Advisors
Alabama
$4.94M -$477K -17,692 -9%
HIA
77
HFM Investment Advisors
New Jersey
$4.91M +$105K +3,883 +2%
VF
78
Vawter Financial
Ohio
$4.86M +$192K +7,104 +4%
AG
79
AlTi Global
New York
$4.75M
RWM
80
Ruedi Wealth Management
Illinois
$4.58M +$825K +30,575 +21%
CWD
81
Clarity Wealth Development
Oregon
$4.52M +$643K +23,836 +16%
VBA
82
von Borstel & Associates
Oregon
$4.52M +$238K +8,832 +5%
BRIA
83
Balanced Rock Investment Advisors
Massachusetts
$4.52M +$383K +14,203 +9%
JWM
84
JDH Wealth Management
California
$4.44M +$332K +12,299 +8%
Pathstone Holdings
85
Pathstone Holdings
New Jersey
$4.43M -$203K -7,521 -4%
JP Morgan Chase
86
JP Morgan Chase
New York
$4.26M -$587K -21,755 -12%
IAS
87
Integrity Advisory Solutions
Texas
$4.22M +$572K +21,190 +15%
CCM
88
Colorado Capital Management
Colorado
$4.07M +$200K +7,426 +5%
Osaic Holdings
89
Osaic Holdings
Arizona
$4.06M +$415K +15,397 +11%
FFA
90
Farther Finance Advisors
California
$4.06M +$1.76M +65,155 +74%
SWM
91
Spire Wealth Management
Virginia
$4.01M +$592K +21,950 +17%
MAM
92
McLean Asset Management
Virginia
$3.98M +$3.1M +115,025 +353%
CTWM
93
Cherry Tree Wealth Management
Minnesota
$3.98M +$152K +5,635 +4%
NCM
94
New Capital Management
Texas
$3.92M -$226K -8,371 -5%
CHA
95
Cooper/Haims Advisors
New York
$3.88M +$278K +10,322 +8%
Betterment LLC
96
Betterment LLC
New York
$3.72M +$349K +12,941 +10%
IA
97
Integrity Alliance
Iowa
$3.68M +$399K +14,793 +12%
LI
98
LRI Investments
Florida
$3.43M -$246K -9,130 -7%
MFWP
99
Mosaic Family Wealth Partners
Missouri
$3.39M -$19.8K -734 -0.6%
VPWA
100
Vestia Personal Wealth Advisors
Indiana
$3.33M +$990K +36,702 +42%