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Dimensional Global Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWIA
101
Porter White Investment Advisors
Alabama
$2.02M +$85.2K +3,103 +4%
NWM
102
Northwest Wealth Management
Iowa
$1.89M +$417K +15,195 +26%
OMC
103
Old Mission Capital
Illinois
$1.89M +$2.03M +73,821 New
SRC
104
Sage Rhino Capital
California
$1.85M +$461K +16,802 +30%
DADC
105
D.A. Davidson & Co
Montana
$1.78M -$15.5K -564 -0.8%
MWM
106
Meritas Wealth Management
California
$1.7M +$46.5K +1,695 +3%
AFA
107
Avant Financial Advisors
Texas
$1.69M +$1.82M +66,363 New
MML Investors Services
108
MML Investors Services
Massachusetts
$1.62M +$156K +5,687 +10%
RGF
109
Retirement Guys Formula
Ohio
$1.6M -$282K -10,265 -14%
SMWM
110
Silvia McColl Wealth Management
California
$1.59M +$44.5K +1,623 +3%
TFO
111
Timonier Family Office
North Carolina
$1.57M +$1.69M +61,625 New
RWM
112
Rockwood Wealth Management
Pennsylvania
$1.54M +$1.66M +60,540 New
AWMM
113
Aegis Wealth Management (Maryland)
Maryland
$1.53M +$1.65M +59,996 New
HIGP
114
Hill Investment Group Partners
Missouri
$1.53M -$7.14K -260 -0.4%
EWA
115
EverSource Wealth Advisors
Alabama
$1.48M +$1.06M +38,542 +198%
PAG
116
Poinciana Advisors Group
Florida
$1.29M +$1.39M +50,477 New
MSWMA
117
Market Street Wealth Management Advisors
Indiana
$1.27M +$20.5K +747 +2%
SHFA
118
SC&H Financial Advisors
Maryland
$1.26M +$169K +6,166 +14%
Creative Planning
119
Creative Planning
Kansas
$1.25M +$55.9K +2,035 +4%
MFC
120
Morris Financial Concepts
South Carolina
$1.23M +$185K +6,734 +16%
TCOTS
121
Trust Company of the South
North Carolina
$1.23M +$324K +11,802 +33%
KCM
122
KM Capital Management
Texas
$1.2M +$3.9K +142 +0.3%
KWM
123
KFG Wealth Management
Indiana
$1.16M +$362K +13,206 +41%
FFA
124
Farther Finance Advisors
California
$1.15M +$373K +13,574 +43%
WHCI
125
W.H. Cornerstone Investments
Massachusetts
$1.14M +$4.72K +172 +0.4%