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Dimensional Global Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
126
Raymond James Financial
Florida
$2.26M +$522K +19,023 +29%
AFA
127
Avant Financial Advisors
Texas
$2.26M +$33.6K +1,224 +1%
BCI
128
Brinker Capital Investments
Pennsylvania
$2.24M +$27.9K +1,018 +1%
MFC
129
Morris Financial Concepts
South Carolina
$2.15M +$376K +13,727 +20%
NA
130
NewEdge Advisors
Louisiana
$2.08M -$300K -10,954 -12%
PAG
131
Poinciana Advisors Group
Florida
$2.06M +$82.5K +3,009 +4%
PCA
132
Prosperity Capital Advisors
Ohio
$1.97M +$243K +8,856 +14%
VWA
133
Vistica Wealth Advisors
California
$1.9M -$643K -23,444 -25%
HIGP
134
Hill Investment Group Partners
Missouri
$1.9M -$444K -16,204 -19%
MWM
135
Meritas Wealth Management
California
$1.88M +$235K +8,581 +14%
Creative Planning
136
Creative Planning
Kansas
$1.87M +$82.2K +2,999 +4%
SHFA
137
SC&H Financial Advisors
Maryland
$1.79M +$56.2K +2,050 +3%
FCAS
138
First Command Advisory Services
Texas
$1.78M +$1.45M +52,735 +372%
SF
139
SageOak Financial
Oklahoma
$1.77M +$44.4K +1,619 +2%
BTWM
140
Baker Tilly Wealth Management
Wisconsin
$1.71M +$270K +9,848 +18%
WUW
141
Wheels Up Wealth
California
$1.68M -$90K -3,281 -5%
UBS AM
142
UBS AM
Illinois
$1.66M +$1.71M +62,418 New
CFG
143
CSP Financial Group
Arizona
$1.61M +$1.66M +60,428 New
SMWM
144
Silvia McColl Wealth Management
California
$1.61M +$55.3K +2,018 +3%
PAS
145
Park Avenue Securities
New York
$1.59M +$288K +10,522 +21%
TAWM
146
Three Arch Wealth Management
California
$1.58M -$94.2K -3,434 -5%
TA
147
Tactive Advisors
Florida
$1.57M +$43.6K +1,589 +3%
VPF
148
Vantage Point Financial
Illinois
$1.54M +$127K +4,630 +9%
OFI
149
Outbound Financial Inc
Colorado
$1.48M +$94.7K +3,453 +7%
CWP
150
Cyndeo Wealth Partners
Florida
$1.47M +$112K +4,091 +8%