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Dimensional Global Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
126
Poinciana Advisors Group
Florida
$1.62M +$139K +5,285 +10%
SMWM
127
Silvia McColl Wealth Management
California
$1.61M -$78.9K -3,007 -5%
SF
128
SageOak Financial
Oklahoma
$1.57M +$112K +4,282 +8%
PWS
129
Physician Wealth Solutions
Nevada
$1.55M +$284K +10,823 +23%
KAM
130
KEB Asset Management
Illinois
$1.52M +$300K +11,438 +25%
TFO
131
Timonier Family Office
North Carolina
$1.51M -$56.8K -2,163 -4%
MFC
132
Morris Financial Concepts
South Carolina
$1.5M +$157K +5,973 +12%
Creative Planning
133
Creative Planning
Kansas
$1.43M +$36.8K +1,402 +3%
MSWMA
134
Market Street Wealth Management Advisors
Indiana
$1.33M -$17.8K -678 -1%
WHCI
135
W.H. Cornerstone Investments
Massachusetts
$1.31M +$70.3K +2,676 +6%
MFS
136
McNamara Financial Services
Massachusetts
$1.31M -$64.4K -2,455 -5%
KWM
137
KFG Wealth Management
Indiana
$1.3M +$36.7K +1,397 +3%
RW
138
Ridgeline Wealth
Arizona
$1.21M -$7.51K -286 -0.6%
AHL
139
Abel Hall LLC
Louisiana
$1.21M -$34.6K -1,319 -3%
OFI
140
Outbound Financial Inc
Colorado
$1.2M +$1.17M +44,653 New
GWM
141
Geneos Wealth Management
Colorado
$1.2M +$50.6K +1,929 +5%
SAI
142
Savvy Advisors Inc
New York
$1.14M +$761K +28,980 +215%
Stifel Financial
143
Stifel Financial
Missouri
$1.14M +$58.5K +2,229 +6%
HIG
144
Heritage Investment Group
Florida
$1.07M +$210K +7,989 +25%
KCM
145
KM Capital Management
Texas
$1.06M +$261K +9,961 +34%
VPF
146
Vantage Point Financial
Illinois
$1.06M +$57.3K +2,182 +6%
VH
147
Visionary Horizons
Tennessee
$1.06M +$66.8K +2,546 +7%
BPA
148
Beacon Pointe Advisors
California
$1.05M -$459K -17,475 -31%
BTI
149
Blue Trust Inc
Georgia
$993K +$48.1K +1,831 +5%
QHA
150
Quarry Hill Advisors
Minnesota
$992K +$63.7K +2,425 +7%