We are live on ! Find out more
DFAR icon

Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
51
Evanson Asset Management
California
$1.83M +$631K +29,853 +54%
DAS
52
Dynamic Advisor Solutions
Arizona
$1.82M +$575K +27,194 +48%
PWM
53
PBMares Wealth Management
Virginia
$1.8M +$214K +10,117 +14%
DI
54
Disciplined Investments
Oklahoma
$1.69M +$209K +9,901 +14%
SWG
55
Summit Wealth Group
Vermont
$1.68M -$27.4M -1,297,270 -94%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$1.65M +$570K +26,976 +54%
SAG
57
SageView Advisory Group
California
$1.63M +$15.3K +723 +1%
MCA
58
Maryland Capital Advisors
Maryland
$1.61M +$269K +12,737 +21%
CPIG
59
Chicago Partners Investment Group
Illinois
$1.53M +$641K +30,318 +76%
RFP
60
RCS Financial Planning
Maryland
$1.5M +$109K +5,171 +8%
BSW
61
Buckingham Strategic Wealth
Missouri
$1.48M +$538K +25,456 +59%
THL
62
Tillman Hartley LLC
Colorado
$1.41M +$352K +16,628 +34%
MML Investors Services
63
MML Investors Services
Massachusetts
$1.38M +$330K +15,596 +32%
DWM
64
Drive Wealth Management
Utah
$1.31M -$649K -30,679 -33%
API
65
Advisor Partners II
California
$1.27M +$153K +7,218 +14%
CWM
66
CarsonAllaria Wealth Management
Illinois
$1.21M +$133K +6,303 +13%
HCM
67
Hutchinson Capital Management
California
$1.17M +$376K +17,787 +49%
SFS
68
Sowell Financial Services
Arkansas
$1.15M +$11.3K +536 +1%
AC
69
Applied Capital
Arkansas
$1.12M +$157K +7,405 +17%
CA
70
CGN Advisors
Kansas
$1.08M +$362K +17,098 +51%
GTAM
71
Global Trust Asset Management
Florida
$1.07M +$21 +1 +0%
DFC
72
DBK Financial Counsel
Ohio
$1.07M
AIS
73
American Investment Services
Massachusetts
$1.05M +$222K +10,512 +27%
SWA
74
Sax Wealth Advisors
New Jersey
$1.02M +$731K +34,595 +275%
PA
75
PFG Advisors
Arizona
$990K +$272K +12,868 +39%