We are live on ! Find out more
DFAR icon

Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
226
Wescott Financial Advisory Group
Pennsylvania
$247K
BTI
227
Blue Trust Inc
Georgia
$247K +$11.1K +460 +5%
DW
228
Dodds Wealth
Colorado
$244K
JWM
229
JDH Wealth Management
California
$241K -$44.2K -1,840 -15%
HWMT
230
Heritage Wealth Management (Texas)
Texas
$240K +$361 +15 +0.1%
AWM
231
Arista Wealth Management
Nevada
$236K -$3.05K -127 -1%
SHFA
232
SC&H Financial Advisors
Maryland
$229K +$505 +21 +0.2%
MWM
233
Modera Wealth Management
New Jersey
$225K
WAP
234
Wealthcare Advisory Partners
Pennsylvania
$223K +$227K +9,442 New
Chevy Chase Trust
235
Chevy Chase Trust
Maryland
$212K -$23.3K -969 -10%
VP
236
Verisail Partners
Georgia
$212K
FG
237
Foster Group
Iowa
$208K
CA
238
Claris Advisors
Missouri
$206K +$209K +8,713 New
WCFA
239
Walkner Condon Financial Advisors
Wisconsin
$203K -$4.81K -200 -2%
PIFP
240
Partners in Financial Planning
Virginia
$201K +$205K +8,517 New
Jane Street
241
Jane Street
New York
$200K -$136K -5,644 -40%
UB
242
UMB Bank
Missouri
$169K
PNC Financial Services Group
243
PNC Financial Services Group
Pennsylvania
$143K +$22.4K +930 +18%
FFA
244
Frazier Financial Advisors
Ohio
$140K
MPW
245
MASECO Private Wealth
$127K
SPIA
246
Steward Partners Investment Advisory
New York
$118K +$120K +5,008 New
3FI
247
3 Factor Indexing
California
$117K +$119K +4,959 New
AP
248
Aspect Partners
Virginia
$116K
BCM
249
Blume Capital Management
California
$103K
AF
250
Advisornet Financial
Minnesota
$85.5K +$22.3K +926 +34%