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Dimensional Global Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WHCI
101
W.H. Cornerstone Investments
Massachusetts
$1.29M +$255K +9,352 +27%
SHFA
102
SC&H Financial Advisors
Maryland
$1.25M +$101K +3,716 +9%
MFC
103
Morris Financial Concepts
South Carolina
$1.19M +$70K +2,568 +7%
Stifel Financial
104
Stifel Financial
Missouri
$1.14M +$178K +6,519 +20%
TCOTS
105
Trust Company of the South
North Carolina
$1.05M +$141K +5,174 +17%
VPWA
106
Vestia Personal Wealth Advisors
Indiana
$1.04M +$5.8K +213 +0.6%
AHL
107
Abel Hall LLC
Louisiana
$1.03M -$2.02K -74 -0.2%
MWM
108
Mattern Wealth Management
Kansas
$1.03M +$120K +4,398 +14%
QHA
109
Quarry Hill Advisors
Minnesota
$991K -$460K -16,888 -33%
AWP
110
Abacus Wealth Partners
California
$968K +$68.2K +2,503 +8%
SW
111
Simplicity Wealth
New Jersey
$967K -$12.8M -470,402 -93%
SCM
112
SOL Capital Management
Maryland
$927K -$637K -23,400 -42%
KWM
113
KFG Wealth Management
Indiana
$924K +$872K +32,019 New
FFA
114
Farther Finance Advisors
California
$913K +$158K +5,791 +22%
VH
115
Visionary Horizons
Tennessee
$906K +$42.2K +1,550 +5%
CA
116
Claris Advisors
Missouri
$903K +$167K +6,130 +24%
GA
117
Greenspring Advisors
Maryland
$847K +$418K +15,338 +110%
EFN
118
Equita Financial Network
Pennsylvania
$761K -$272 -10 -0%
LWM
119
LJI Wealth Management
Indiana
$752K +$2.72K +100 +0.4%
MWM
120
Modera Wealth Management
New Jersey
$747K -$17.5K -644 -2%
HKIMG
121
Hutchens & Kramer Investment Management Group
Indiana
$716K +$316K +11,615 +87%
Truist Financial
122
Truist Financial
North Carolina
$710K +$17.6K +645 +3%
SAW
123
Signal Advisors Wealth
Michigan
$629K +$594K +21,795 New
BHWM
124
Bay Harbor Wealth Management
Maryland
$619K +$89.6K +3,290 +18%
W
125
WorthPointe
California
$605K