We are live on ! Find out more
DFGR icon

Dimensional Global Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
201
Firethorn Wealth Partners
Georgia
$675K -$10.3K -383 -1%
PAG
202
Private Advisor Group
New Jersey
$667K -$181K -6,700 -21%
SAM
203
Smartleaf Asset Management
Massachusetts
$646K +$262K +9,720 +67%
HCM
204
Hutchinson Capital Management
California
$645K +$58K +2,152 +10%
MGW
205
MB Generational Wealth
Washington
$643K +$394K +14,600 +150%
FWMP
206
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$631K -$113K -4,180 -15%
Truist Financial
207
Truist Financial
North Carolina
$627K -$1.08K -40 -0.2%
SC
208
Shearwater Capital
Colorado
$622K +$53.5K +1,983 +9%
DWM
209
Diversify Wealth Management
Utah
$591K +$100K +3,710 +20%
CFO
210
Collective Family Office
Pennsylvania
$584K +$89.5K +3,319 +18%
SWM
211
Seaside Wealth Management
California
$570K -$24.8K -919 -4%
EH
212
Equitable Holdings
New York
$565K +$61.8K +2,291 +12%
DWA
213
Delap Wealth Advisory
Oregon
$555K -$24.2K -897 -4%
KCWM
214
Kane Co Wealth Management
Iowa
$551K +$563K +20,872 New
FG
215
Foster Group
Iowa
$540K +$46.3K +1,715 +9%
HA
216
Heffernan Advisory
Arizona
$532K +$543K +20,130 New
MA
217
McGrath & Associates
North Carolina
$515K -$87.3K -3,235 -14%
TFA
218
TandemGrowth Financial Advisors
Georgia
$514K +$525K +19,468 New
JTWM
219
Jackson Thornton Wealth Management
Alabama
$514K +$270 +10 +0.1%
SPIA
220
Steward Partners Investment Advisory
New York
$511K +$475K +17,608 +1,011%
OP
221
Oath Planning
Oklahoma
$510K +$520K +19,298 New
APW
222
Austin Private Wealth
Texas
$502K +$22K +816 +4%
AFC
223
Ares Financial Consulting
California
$495K +$505K +18,740 New
CWMA
224
Capstone Wealth Management (Alabama)
Alabama
$493K +$38.1K +1,414 +8%
FPF
225
First Pacific Financial
Washington
$493K +$6.85K +254 +1%