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Dimensional Global Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
Seaside Wealth Management
California
$357K +$853 +34 +0.2%
DWA
127
Delap Wealth Advisory
Oregon
$354K +$11.4K +456 +3%
BHWM
128
Bay Harbor Wealth Management
Maryland
$345K +$54.6K +2,179 +19%
JTWM
129
Jackson Thornton Wealth Management
Alabama
$343K +$61.4K +2,450 +22%
IAG
130
Investmark Advisory Group
Connecticut
$331K +$22.8K +911 +8%
FWP
131
Firethorn Wealth Partners
Georgia
$323K +$317K +12,639 New
HKIMG
132
Hutchens & Kramer Investment Management Group
Indiana
$314K +$49.6K +1,977 +19%
RWM
133
Rockwood Wealth Management
Pennsylvania
$314K +$308K +12,283 New
AF
134
Allworth Financial
California
$311K +$132K +5,266 +76%
SAM
135
Smartleaf Asset Management
Massachusetts
$287K +$41.3K +1,646 +17%
FFA
136
Farther Finance Advisors
California
$273K -$6.42K -256 -2%
FOA
137
Five Oceans Advisors
California
$266K +$13K +520 +5%
CPA
138
Capital Performance Advisors
California
$265K
Morgan Stanley
139
Morgan Stanley
New York
$258K +$29.7K +1,184 +13%
SC
140
Shearwater Capital
Colorado
$256K +$28.1K +1,119 +13%
NL
141
NWAM LLC
Washington
$245K -$72.1K -2,876 -22%
RCAG
142
Rehmann Capital Advisory Group
Michigan
$238K +$234K +9,315 New
IWC
143
Integrated Wealth Concepts
Massachusetts
$229K +$225K +8,955 New
CC
144
Copperleaf Capital
North Carolina
$217K +$5.32K +212 +3%
LEFP
145
Leading Edge Financial Planning
Tennessee
$214K
PWS
146
Physician Wealth Solutions
Nevada
$207K +$5.07K +202 +3%
WIM
147
Warwick Investment Management
Texas
$207K
Qube Research & Technologies (QRT)
148
Qube Research & Technologies (QRT)
United Kingdom
$205K +$201K +8,034 New
GJIA
149
Glass Jacobson Investment Advisors
Maryland
$159K +$527 +21 +0.3%
LFG
150
Larson Financial Group
Missouri
$141K -$101K -4,015 -42%