We are live on ! Find out more
DFAR icon

Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
76
Corient Private Wealth
Florida
$1.8M -$88.9K -4,137 -5%
SAG
77
SageView Advisory Group
California
$1.8M +$16.3K +760 +0.9%
BWA
78
BCU Wealth Advisors
Illinois
$1.7M +$219K +10,185 +15%
AC
79
Applied Capital
Arkansas
$1.62M +$162K +7,554 +11%
W
80
WPWealth
Texas
$1.58M -$3.48K -162 -0.2%
SRCM
81
Signature Resources Capital Management
California
$1.58M -$287K -13,382 -16%
Wealth Enhancement Advisory Services
82
Wealth Enhancement Advisory Services
Minnesota
$1.53M +$1.12M +52,027 +299%
JFG
83
JMG Financial Group
Illinois
$1.49M
JC
84
Jentner Corp
Ohio
$1.48M -$592K -27,571 -29%
SFS
85
Sowell Financial Services
Arkansas
$1.48M -$8.94K -416 -0.6%
PA
86
PFG Advisors
Arizona
$1.48M +$102K +4,751 +8%
CA
87
CGN Advisors
Kansas
$1.47M +$92.5K +4,305 +7%
BIG
88
Builder Investment Group
Georgia
$1.39M -$9.41K -438 -0.7%
TCWM
89
Total Clarity Wealth Management
Illinois
$1.23M +$11.4K +530 +1%
DPW
90
DiNuzzo Private Wealth
Pennsylvania
$1.21M +$6.01K +280 +0.5%
AF
91
Allworth Financial
California
$1.13M +$987K +45,951 +1,849%
VF
92
Vawter Financial
Ohio
$1.12M +$155K +7,226 +17%
AWMNH
93
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.12M +$36.6K +1,702 +3%
ALWM
94
Andrews Lucia Wealth Management
California
$1.04M
AIS
95
American Investment Services
Massachusetts
$1.02M -$644 -30 -0.1%
RLIM
96
Red Lighthouse Investment Management
New York
$1.02M +$992K +46,180 New
VPWA
97
Vestia Personal Wealth Advisors
Indiana
$1.01M +$986K +45,883 New
D.E. Shaw & Co
98
D.E. Shaw & Co
New York
$1.01M +$679K +31,594 +221%
HCM
99
Hutchinson Capital Management
California
$961K -$171K -7,962 -15%
PWIA
100
Porter White Investment Advisors
Alabama
$958K -$211K -9,820 -18%