We are live on ! Find out more
DFAR icon

Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$9.67M +$273K +11,594 +3%
FFM
27
Forum Financial Management
Illinois
$9.58M -$18.4K -779 -0.2%
WCWM
28
Willow Creek Wealth Management
California
$9.33M +$116K +4,934 +1%
TFO
29
Timonier Family Office
North Carolina
$9.17M +$1M +42,490 +12%
Raymond James Financial
30
Raymond James Financial
Florida
$8.8M -$2.33K -99 -0%
BPA
31
Beacon Pointe Advisors
California
$8.79M +$2.37M +100,650 +38%
JTWM
32
Jackson Thornton Wealth Management
Alabama
$8.77M +$415K +17,603 +5%
Betterment LLC
33
Betterment LLC
New York
$8.3M +$896K +38,012 +12%
HSG
34
Helen Stephens Group
Texas
$8.28M +$251K +10,658 +3%
PS
35
Pinney & Scofield
Massachusetts
$7.95M +$1.22M +51,683 +18%
CPW
36
Crestmont Private Wealth
Texas
$7.93M +$78.7K +3,336 +1%
OFA
37
Onyx Financial Advisors
Idaho
$7.93M +$252K +10,708 +3%
PFA
38
Pillar Financial Advisors
Kentucky
$6.54M +$1.08M +45,676 +20%
SPWM
39
Straight Path Wealth Management
Michigan
$6.3M +$937K +39,730 +18%
LI
40
LRI Investments
Florida
$6.22M +$2.65M +112,445 +76%
VAG
41
Vannoy Advisory Group
Texas
$6.22M +$160K +6,802 +3%
SFO
42
Stokes Family Office
Louisiana
$6.17M +$135K +5,722 +2%
PFG
43
Pinnacle Financial Group
Illinois
$6.1M +$301K +12,765 +5%
AC
44
AWM Capital
Arizona
$5.83M +$785K +33,308 +16%
CW
45
Curio Wealth
Maryland
$5.8M +$370K +15,698 +7%
DF
46
DecisionPoint Financial
Arizona
$5.8M -$6.34K -269 -0.1%
FH
47
Financial Harvest
Florida
$5.74M +$402K +17,052 +8%
PAG
48
Private Advisor Group
New Jersey
$5.38M -$372K -15,783 -7%
APC
49
Asset Planning Corporation
Tennessee
$5.33M +$154K +6,512 +3%
PWM
50
PBMares Wealth Management
Virginia
$5.13M +$473K +20,069 +10%