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Dimensional Global Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
126
Bay Harbor Wealth Management
Maryland
$294K +$266K +11,333 New
FFA
127
Farther Finance Advisors
California
$289K +$238K +10,151 +1,054%
MFC
128
Morris Financial Concepts
South Carolina
$289K +$112K +4,792 +76%
JTWM
129
Jackson Thornton Wealth Management
Alabama
$286K +$258K +10,998 New
HKIMG
130
Hutchens & Kramer Investment Management Group
Indiana
$272K +$246K +10,486 New
CPA
131
Capital Performance Advisors
California
$270K +$243K +10,380 New
FOA
132
Five Oceans Advisors
California
$257K +$232K +9,892 New
WA
133
Wealthstream Advisors
New York
$254K +$229K +9,761 New
SAM
134
Smartleaf Asset Management
Massachusetts
$253K +$226K +9,651 New
TI
135
Trexquant Investment
Connecticut
$251K +$227K +9,671 New
LFG
136
Larson Financial Group
Missouri
$248K +$5.37K +229 +2%
Morgan Stanley
137
Morgan Stanley
New York
$232K +$209K +8,930 New
SC
138
Shearwater Capital
Colorado
$232K +$209K +8,926 New
LEFP
139
Leading Edge Financial Planning
Tennessee
$217K +$196K +8,364 New
CC
140
Copperleaf Capital
North Carolina
$215K +$194K +8,288 New
WIM
141
Warwick Investment Management
Texas
$210K +$190K +8,097 New
PWS
142
Physician Wealth Solutions
Nevada
$206K +$186K +7,924 New
AF
143
Allworth Financial
California
$180K +$162K +6,925 New
BTI
144
Blue Trust Inc
Georgia
$162K +$68.6K +2,926 +68%
GJIA
145
Glass Jacobson Investment Advisors
Maryland
$161K +$3.4K +145 +2%
FPF
146
First Pacific Financial
Washington
$81.3K +$73.4K +3,131 New
RLIM
147
Red Lighthouse Investment Management
New York
$61.7K +$9.52K +406 +21%
Royal Bank of Canada
148
Royal Bank of Canada
Ontario, Canada
$54K +$42.2K +1,798 +638%
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$40.7K +$36.7K +1,565 New
AWM
150
Aspire Wealth Management
Massachusetts
$30K