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Dimensional Global Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
Seaside Wealth Management
California
$601K +$681 +25 +0.1%
WA
127
Wealthstream Advisors
New York
$599K +$153K +5,613 +37%
IWC
128
Integrated Wealth Concepts
Massachusetts
$597K +$15.3K +561 +3%
FWP
129
Firethorn Wealth Partners
Georgia
$561K +$92.2K +3,386 +21%
EWA
130
EverSource Wealth Advisors
Alabama
$561K +$13.9K +510 +3%
KAS
131
Kestra Advisory Services
Texas
$560K +$79.8K +2,928 +18%
AssetMark Inc
132
AssetMark Inc
California
$548K -$1.49M -54,714 -74%
BCI
133
Brinker Capital Investments
Pennsylvania
$533K -$105K -3,865 -17%
OPS
134
Orion Portfolio Solutions
Nebraska
$533K -$105K -3,865 -17%
JTWM
135
Jackson Thornton Wealth Management
Alabama
$511K +$25.9K +952 +6%
CFO
136
Collective Family Office
Pennsylvania
$498K +$15.6K +571 +3%
GHA
137
Granite Harbor Advisors
Texas
$437K -$4.63K -170 -1%
BTI
138
Blue Trust Inc
Georgia
$433K +$42.7K +1,566 +10%
CWP
139
Cyndeo Wealth Partners
Florida
$420K +$397K +14,562 New
AF
140
Allworth Financial
California
$416K -$2.26K -83 -0.6%
PWS
141
Physician Wealth Solutions
Nevada
$414K +$61.4K +2,254 +18%
LEFP
142
Leading Edge Financial Planning
Tennessee
$411K -$9.29K -341 -2%
DWA
143
Delap Wealth Advisory
Oregon
$404K -$378K -13,881 -50%
IAG
144
Investmark Advisory Group
Connecticut
$397K -$9.83K -361 -3%
SAM
145
Smartleaf Asset Management
Massachusetts
$397K +$21.5K +791 +6%
Morgan Stanley
146
Morgan Stanley
New York
$386K -$16.4K -603 -4%
WAP
147
Wealthcare Advisory Partners
Pennsylvania
$365K +$32.6K +1,198 +10%
SC
148
Shearwater Capital
Colorado
$363K +$10.6K +388 +3%
GOCP
149
Great Oak Capital Partners
Massachusetts
$361K -$674K -24,726 -66%
CWM
150
Core Wealth Management
Florida
$340K