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Dimensional Global Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
176
Delap Wealth Advisory
Oregon
$457K +$107K +3,895 +28%
WAP
177
Wealthcare Advisory Partners
Pennsylvania
$425K +$110K +4,023 +32%
HWM
178
Hemington Wealth Management
Virginia
$416K +$143K +5,215 +47%
AssetMark Inc
179
AssetMark Inc
California
$403K -$87.8K -3,198 -17%
WAN
180
Wealth Advisors Northwest
Oregon
$398K +$428K +15,595 New
Morgan Stanley
181
Morgan Stanley
New York
$388K +$50.3K +1,831 +14%
CWP
182
Cyndeo Wealth Partners
Florida
$387K +$16.2K +591 +4%
HCM
183
Hutchinson Capital Management
California
$384K +$412K +15,026 New
IAG
184
Investmark Advisory Group
Connecticut
$372K +$22.1K +807 +6%
KAM
185
Kraft Asset Management
Tennessee
$370K +$402K +14,635 New
GHA
186
Granite Harbor Advisors
Texas
$367K -$20.9K -761 -5%
SAM
187
Smartleaf Asset Management
Massachusetts
$365K +$15.1K +551 +4%
SC
188
Shearwater Capital
Colorado
$357K +$38.6K +1,405 +11%
CWM
189
Core Wealth Management
Florida
$355K +$8.01K +292 +2%
LEFP
190
Leading Edge Financial Planning
Tennessee
$353K -$11.8K -430 -3%
D.E. Shaw & Co
191
D.E. Shaw & Co
New York
$312K +$139K +5,071 +71%
DWM
192
Daner Wealth Management
Georgia
$287K +$303K +11,044 New
GFA
193
Grunden Financial Advisory
Texas
$284K +$113K +4,112 +59%
PS
194
Principal Securities
Iowa
$277K -$3.24K -118 -1%
CPA
195
Capital Performance Advisors
California
$272K +$7.68K +280 +3%
FOA
196
Five Oceans Advisors
California
$266K +$1.46K +53 +0.5%
EH
197
Equitable Holdings
New York
$261K +$35.5K +1,294 +14%
TWCA
198
Two West Capital Advisors
Kansas
$260K +$47.1K +1,717 +20%
RCAG
199
Rehmann Capital Advisory Group
Michigan
$260K +$31.8K +1,157 +13%
USCWA
200
U.S. Capital Wealth Advisors
Texas
$252K +$5.38K +196 +2%