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Dimensional Global Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$460K +$453K +18,390 New
BHWM
127
Bay Harbor Wealth Management
Maryland
$454K +$114K +4,636 +34%
PCA
128
Prosperity Capital Advisors
Ohio
$423K +$417K +16,944 New
JTWM
129
Jackson Thornton Wealth Management
Alabama
$419K +$81.3K +3,302 +25%
CFO
130
Collective Family Office
Pennsylvania
$417K -$1.53K -62 -0.4%
KAS
131
Kestra Advisory Services
Texas
$412K +$406K +16,479 New
BTI
132
Blue Trust Inc
Georgia
$402K
FWP
133
Firethorn Wealth Partners
Georgia
$401K +$84.3K +3,427 +27%
GHA
134
Granite Harbor Advisors
Texas
$383K
AF
135
Allworth Financial
California
$381K +$56.4K +2,292 +19%
WA
136
Wealthstream Advisors
New York
$379K +$9.97K +405 +3%
LEFP
137
Leading Edge Financial Planning
Tennessee
$364K +$153K +6,214 +74%
IAG
138
Investmark Advisory Group
Connecticut
$353K +$28.6K +1,164 +9%
GA
139
Greenspring Advisors
Maryland
$350K +$345K +14,000 New
Morgan Stanley
140
Morgan Stanley
New York
$349K +$94.8K +3,853 +38%
CWM
141
Core Wealth Management
Florida
$340K -$313K -12,725 -48%
HKIMG
142
Hutchens & Kramer Investment Management Group
Indiana
$331K +$22.1K +897 +7%
SAM
143
Smartleaf Asset Management
Massachusetts
$323K +$42.7K +1,736 +15%
PWS
144
Physician Wealth Solutions
Nevada
$314K +$109K +4,432 +55%
SC
145
Shearwater Capital
Colorado
$304K +$52.4K +2,128 +21%
PS
146
Principal Securities
Iowa
$299K +$295K +11,969 New
WAP
147
Wealthcare Advisory Partners
Pennsylvania
$286K +$281K +11,437 New
CPA
148
Capital Performance Advisors
California
$259K
FOA
149
Five Oceans Advisors
California
$256K -$4.13K -168 -2%
SPI
150
Sutton Place Investors
New York
$247K +$243K +9,882 New