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PFA

Pillar Financial Advisors Portfolio holdings

AUM $191M
1-Year Est. Return 21.21%
This Fund
S&P 500
This Quarter Est. Return
-1.56%
1 Year Est. Return
+21.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$131M
AUM Growth
–
Cap. Flow
+$134M
Cap. Flow %
102.48%
Top 10 Hldgs %
73.03%
Holding
116
New
116
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$17.1M
2
DFUS
Dimensional US Equity ETF
DFUS
+$15.8M
3
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$15.1M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$12M
5
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$9.52M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 0.76%
2 Healthcare 0.17%
3 Utilities 0.1%
4 Technology 0.09%
5 Real Estate 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFAS icon
1
Dimensional US Small Cap ETF
DFAS
$15.2B
$16.6M 12.74%
+255,825
New +$17.1M
DFUS
2
Dimensional US Equity ETF
DFUS
$20.7B
$15.7M 12.05%
+246,897
New +$15.8M
DFUV icon
3
Dimensional US Marketwide Value ETF
DFUV
$15.4B
$14.5M 11.11%
+354,714
New +$15.1M
DFIC icon
4
Dimensional International Core Equity 2 ETF
DFIC
$14.5B
$11.5M 8.82%
+445,731
New +$12M
DUSB icon
5
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.19B
$9.49M 7.27%
+187,614
New +$9.52M
DFAT icon
6
Dimensional US Targeted Value ETF
DFAT
$14.5B
$8.59M 6.58%
+154,335
New +$8.83M
DFLV icon
7
Dimensional US Large Cap Value ETF
DFLV
$6.69B
$6.71M 5.14%
+223,544
New +$6.99M
DFAR icon
8
Dimensional US Real Estate ETF
DFAR
$1.82B
$4.79M 3.66%
+205,700
New +$5.09M
DFSV
9
Dimensional US Small Cap Value ETF
DFSV
$8.14B
$3.77M 2.89%
+122,510
New +$3.88M
VUSB icon
10
Vanguard Ultra-Short Bond ETF
VUSB
$8.93B
$3.63M 2.78%
+73,137
New +$3.64M
MGK icon
11
Vanguard Mega Cap Growth ETF
MGK
$31.9B
$3.39M 2.6%
+49,400
New +$3.32M
DFEM icon
12
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.77B
$3.09M 2.37%
+118,019
New +$3.21M
VBR icon
13
Vanguard Small-Cap Value ETF
VBR
$37.1B
$2.69M 2.06%
+13,568
New +$2.79M
DFIV icon
14
Dimensional International Value ETF
DFIV
$20.7B
$2.65M 2.03%
+74,622
New +$2.74M
DFSD
15
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.03B
$2.62M 2.01%
+55,894
New +$2.64M
VBK icon
16
Vanguard Small-Cap Growth ETF
VBK
$23.2B
$2.61M 2%
+9,334
New +$2.64M
VTV icon
17
Vanguard Value ETF
VTV
$189B
$2.48M 1.9%
+14,664
New +$2.57M
BIV icon
18
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$1.76M 1.35%
+23,515
New +$1.79M
DFAI
19
Dimensional International Core Equity Market ETF
DFAI
$17.1B
$902K 0.69%
+30,884
New +$936K
VCSH icon
20
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$880K 0.67%
+11,286
New +$885K
VWO icon
21
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$813K 0.62%
+18,459
New +$858K
VEA icon
22
Vanguard FTSE Developed Markets ETF
VEA
$226B
$798K 0.61%
+16,690
New +$838K
VTES icon
23
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.08B
$760K 0.58%
+7,586
New +$764K
VUG icon
24
Vanguard Growth ETF
VUG
$216B
$738K 0.56%
+10,788
New +$725K
VTIP icon
25
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$623K 0.48%
+12,870
New +$629K
1
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Pillar Financial Advisors's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Pillar Financial Advisors, which disclosed 116 positions worth $131M. Its ten largest holdings account for 73% of the portfolio.

Its largest position is Dimensional US Small Cap ETF: 255,825 shares worth $16.6M.

By sector, the portfolio is most concentrated in Financials at 0.76% of assets, followed by Healthcare and Utilities.

  • Pillar Financial Advisors's largest Q4 2024 buy was Dimensional US Small Cap ETF: 255,825 shares worth $16.6M.
  • Pillar Financial Advisors's ten largest holdings make up 73% of its $131M portfolio in Q4 2024.
  • Pillar Financial Advisors disclosed 116 positions in Q4 2024, its first 13F filing on record.

Based on Pillar Financial Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.