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Dimensional Global Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAM
151
KEB Asset Management
Illinois
$743K +$798K +29,091 New
KAS
152
Kestra Advisory Services
Texas
$731K +$253K +9,219 +48%
PWM
153
Parkworth Wealth Management
California
$718K +$772K +28,110 New
GS
154
GTS Securities
Florida
$697K +$749K +27,282 New
EFN
155
Equita Financial Network
Pennsylvania
$682K +$9.3K +339 +1%
HKIMG
156
Hutchens & Kramer Investment Management Group
Indiana
$679K +$44.7K +1,628 +7%
LWM
157
LJI Wealth Management
Indiana
$678K +$13.3K +484 +2%
BHWM
158
Bay Harbor Wealth Management
Maryland
$637K +$95.7K +3,488 +16%
PWS
159
Physician Wealth Solutions
Nevada
$613K +$252K +9,183 +62%
SWM
160
Seaside Wealth Management
California
$592K +$64.4K +2,346 +11%
SPI
161
Sutton Place Investors
New York
$588K +$362K +13,206 +135%
Truist Financial
162
Truist Financial
North Carolina
$568K -$64.3K -2,343 -10%
TIAM2
163
Tru Independence Asset Management 2
Oregon
$564K +$606K +22,065 New
IA
164
IFG Advisory
Georgia
$558K +$600K +21,856 New
SAW
165
Signal Advisors Wealth
Michigan
$552K -$4.78K -174 -0.8%
W
166
WorthPointe
California
$542K +$7.71K +281 +1%
MWM
167
Mission Wealth Management
California
$541K +$581K +21,181 New
FWP
168
Firethorn Wealth Partners
Georgia
$524K +$29.6K +1,077 +6%
AQR Capital Management
169
AQR Capital Management
Connecticut
$520K +$558K +20,343 New
BCI
170
Brinker Capital Investments
Pennsylvania
$514K +$45K +1,638 +9%
OPS
171
Orion Portfolio Solutions
Nebraska
$514K +$45K +1,638 +9%
WA
172
Wealthstream Advisors
New York
$509K -$22.4K -815 -4%
JTWM
173
Jackson Thornton Wealth Management
Alabama
$479K +$28.5K +1,040 +6%
AF
174
Allworth Financial
California
$474K +$112K +4,078 +28%
CFO
175
Collective Family Office
Pennsylvania
$466K +$26.3K +959 +6%