We are live on ! Find out more
DFGR icon

Dimensional Global Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VF
76
Vawter Financial
Ohio
$5.11M +$227K +8,264 +4%
RWM
77
Ruedi Wealth Management
Illinois
$5.08M +$479K +17,488 +10%
NCM
78
New Capital Management
Texas
$5.07M +$1.15M +42,099 +28%
LG
79
LAM Group
Oregon
$5M -$393K -14,350 -7%
AG
80
AlTi Global
New York
$4.78M
IAS
81
Integrity Advisory Solutions
Texas
$4.75M +$529K +19,312 +12%
CWD
82
Clarity Wealth Development
Oregon
$4.74M +$192K +7,014 +4%
JWM
83
JDH Wealth Management
California
$4.7M +$235K +8,583 +5%
VBA
84
von Borstel & Associates
Oregon
$4.69M +$147K +5,368 +3%
BRIA
85
Balanced Rock Investment Advisors
Massachusetts
$4.67M +$125K +4,574 +3%
Financial Engines Advisors
86
Financial Engines Advisors
California
$4.58M -$2.48M -90,407 -34%
SWM
87
Spire Wealth Management
Virginia
$4.55M +$536K +19,544 +13%
EWA
88
EP Wealth Advisors
California
$4.51M -$1.05M -38,329 -18%
CCM
89
Colorado Capital Management
Colorado
$4.42M +$338K +12,338 +8%
Pathstone Holdings
90
Pathstone Holdings
New Jersey
$4.4M -$57.1K -2,081 -1%
FFA
91
Farther Finance Advisors
California
$4.39M +$284K +10,373 +7%
EWA
92
EverSource Wealth Advisors
Alabama
$4.33M -$654K -23,867 -13%
JP Morgan Chase
93
JP Morgan Chase
New York
$4.23M +$12.6K +458 +0.3%
CTWM
94
Cherry Tree Wealth Management
Minnesota
$4.18M +$189K +6,901 +5%
CHA
95
Cooper/Haims Advisors
New York
$4.06M +$165K +6,033 +4%
VPWA
96
Vestia Personal Wealth Advisors
Indiana
$3.97M +$708K +25,837 +21%
Osaic Holdings
97
Osaic Holdings
Arizona
$3.91M -$183K -6,685 -4%
IA
98
Integrity Alliance
Iowa
$3.89M +$193K +7,049 +5%
Betterment LLC
99
Betterment LLC
New York
$3.83M +$94.2K +3,434 +2%
PWS
100
Physician Wealth Solutions
Nevada
$3.7M +$1.03M +37,744 +37%