We are live on ! Find out more
DFAR icon

Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SN
226
Sittner & Nelson
Oregon
$27.6K +$27.4K +1,161 New
KSWA
227
Kathleen S. Wright Associates
Pennsylvania
$25.6K
EWP
228
Elevation Wealth Partners
California
$25K +$24.8K +1,051 New
OCM
229
Orion Capital Management
California
$19.6K
ACA
230
Aptus Capital Advisors
Alabama
$17.9K +$17.8K +754 New
GWSA
231
Global Wealth Strategies & Associates
Colorado
$16.2K
AssetMark Inc
232
AssetMark Inc
California
$15.2K +$15.1K +639 New
GWM
233
Geneos Wealth Management
Colorado
$13.9K +$13.8K +583 New
Qube Research & Technologies (QRT)
234
Qube Research & Technologies (QRT)
United Kingdom
$11.4K +$9.22K +391 +444%
VWA
235
VSM Wealth Advisory
Maryland
$10.7K -$26.6K -1,128 -71%
ACM
236
Anfield Capital Management
California
$6.61K
MWA
237
Medallion Wealth Advisors
Connecticut
$5.73K -$991 -42 -15%
ADL
238
Asset Dedication LLC
California
$3.16K
PB
239
Pinnacle Bancorp
Nebraska
$2.14K
IF
240
Integrity Financial
Wyoming
$1.17K +$1.16K +49 New
UBS Group
241
UBS Group
Switzerland
$737
SIC
242
SJS Investment Consulting
Ohio
$167
CAWM
243
Capital A Wealth Management
Pennsylvania
$166 +$165 +7 New
OSAM
244
O'Shaughnessy Asset Management
Connecticut
$24 +$24 +1 New
FH
245
Financial Harvest
Florida
-$4.53M -194,763 Closed
RA
246
RFG Advisory
Alabama
-$1.9M -81,644 Closed
RLIM
247
Red Lighthouse Investment Management
New York
-$1.07M -46,180 Closed
Jane Street
248
Jane Street
New York
-$710K -30,491 Closed
Citadel Advisors
249
Citadel Advisors
Florida
-$626K -26,521 Closed
MWM
250
Mission Wealth Management
California
-$234K -10,071 Closed