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Dimensional Global Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFN
201
Equita Financial Network
Pennsylvania
$913K +$716 +25 +0.1%
HCM
202
Hutchinson Capital Management
California
$883K +$63.7K +2,225 +8%
CPW
203
Cogent Private Wealth
Florida
$866K – – –
Mariner
204
Mariner
Kansas
$859K +$50.1K +1,748 +6%
LOPW
205
Live Oak Private Wealth
North Carolina
$858K +$297K +10,370 +54%
SAW
206
Signal Advisors Wealth
Michigan
$825K +$2.89K +101 +0.4%
SC
207
Shearwater Capital
Colorado
$807K +$86.8K +3,030 +12%
AFC
208
Ares Financial Consulting
California
$806K +$55.5K +1,939 +7%
FG
209
Foster Group
Iowa
$785K +$86.1K +3,006 +12%
PAG
210
Private Advisor Group
New Jersey
$765K +$23K +803 +3%
UBS Group
211
UBS Group
Switzerland
$744K +$41.6K +1,452 +6%
MGW
212
MB Generational Wealth
Washington
$740K +$23.1K +808 +3%
FWP
213
Firethorn Wealth Partners
Georgia
$732K +$2.81K +98 +0.4%
TFA
214
TandemGrowth Financial Advisors
Georgia
$706K +$61.8K +2,156 +10%
LEFP
215
Leading Edge Financial Planning
Tennessee
$706K +$27.9K +975 +4%
SAM
216
Smartleaf Asset Management
Massachusetts
$703K – – –
KCWM
217
Kane Co Wealth Management
Iowa
$690K +$16K +559 +2%
CWMA
218
Capstone Wealth Management (Alabama)
Alabama
$668K +$43K +1,503 +7%
CFO
219
Collective Family Office
Pennsylvania
$662K +$15.2K +530 +2%
HA
220
Heffernan Advisory
Arizona
$657K +$21.1K +737 +3%
Truist Financial
221
Truist Financial
North Carolina
$655K +$64.5K +2,251 +11%
FPF
222
First Pacific Financial
Washington
$640K -$3.78K -132 -0.6%
EH
223
Equitable Holdings
New York
$636K +$12.1K +423 +2%
SWM
224
Seaside Wealth Management
California
$630K +$4.3K +150 +0.7%
KCM
225
KM Capital Management
Texas
$628K -$110K -3,853 -15%