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Dimensional Global Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWP
176
E-Wealth Partners
Minnesota
$1.03M +$1.06M +39,134 New
MWM
177
Modera Wealth Management
New Jersey
$1.01M +$9.63K +357 +0.9%
HIG
178
Heritage Investment Group
Florida
$963K -$92.3K -3,422 -9%
RLIM
179
Red Lighthouse Investment Management
New York
$937K +$793K +29,400 +486%
AFA
180
Amicus Financial Advisors
Texas
$928K +$947K +35,129 New
AQR Capital Management
181
AQR Capital Management
Connecticut
$897K +$246K +9,126 +37%
BHWM
182
Bay Harbor Wealth Management
Maryland
$897K +$69.6K +2,579 +8%
BTI
183
Blue Trust Inc
Georgia
$891K -$101K -3,756 -10%
SPI
184
Sutton Place Investors
New York
$852K +$86.7K +3,214 +11%
EFN
185
Equita Financial Network
Pennsylvania
$831K +$50.7K +1,880 +6%
Mariner
186
Mariner
Kansas
$815K -$512 -19 -0.1%
TWP
187
Total Wealth Planning
Ohio
$798K -$15.8M -584,537 -95%
VT
188
Vise Technologies
New York
$788K +$804K +29,809 New
RFP
189
Root Financial Partners
California
$787K +$703K +26,071 +702%
KCM
190
KM Capital Management
Texas
$784K -$769K -28,518 -49%
LWM
191
LJI Wealth Management
Indiana
$772K +$788K +29,214 New
Cambridge Investment Research Advisors
192
Cambridge Investment Research Advisors
Iowa
$765K +$472K +17,495 +153%
CPW
193
Cogent Private Wealth
Florida
$747K +$763K +28,279 New
CWM
194
Core Wealth Management
Florida
$740K +$42K +1,557 +6%
SAW
195
Signal Advisors Wealth
Michigan
$723K +$75.5K +2,798 +11%
AWP
196
Abacus Wealth Partners
California
$721K +$12.8K +476 +2%
MWM
197
Mission Wealth Management
California
$716K +$159K +5,877 +28%
D.E. Shaw & Co
198
D.E. Shaw & Co
New York
$712K +$341K +12,641 +88%
AWA
199
Acorn Wealth Advisors
Michigan
$696K +$310K +11,494 +77%
SCM
200
SOL Capital Management
Maryland
$687K -$4.05K -150 -0.6%