We are live on ! Find out more
DFAR icon

Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
101
Private Advisor Group
New Jersey
$1.65M +$892K +36,020 +103%
CA
102
CGN Advisors
Kansas
$1.61M +$45.2K +1,826 +3%
PAM
103
Pacific Asset Management
Washington
$1.6M +$1.7M +68,655 New
ALWM
104
Andrews Lucia Wealth Management
California
$1.57M +$85.9K +3,469 +6%
AF
105
Allworth Financial
California
$1.57M +$582K +23,492 +54%
SWA
106
Sterling Wealth Advisors
Florida
$1.53M +$1.62M +65,619 New
JFG
107
JMG Financial Group
Illinois
$1.52M -$51.7K -2,088 -3%
E
108
EntreWealth
Texas
$1.5M +$1.45M +58,751 New
FPCG
109
Forum Private Client Group
Indiana
$1.44M -$378K -15,273 -20%
FPAS
110
Focus Partners Advisor Solutions
Missouri
$1.44M +$133K +5,357 +9%
KAS
111
Kestra Advisory Services
Texas
$1.43M +$608K +24,542 +66%
W
112
WPWealth
Texas
$1.42M -$153K -6,173 -9%
VF
113
Vawter Financial
Ohio
$1.34M +$38.8K +1,567 +3%
TCWM
114
Total Clarity Wealth Management
Illinois
$1.33M +$21.4K +864 +2%
AWMNH
115
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.32M +$86.2K +3,482 +7%
DPW
116
DiNuzzo Private Wealth
Pennsylvania
$1.28M -$3.66K -148 -0.3%
NA
117
NewEdge Advisors
Louisiana
$1.23M +$64.6K +2,611 +5%
VPWA
118
Vestia Personal Wealth Advisors
Indiana
$1.22M +$84.5K +3,413 +7%
FFG
119
First Financial Group
North Carolina
$1.2M +$1.27M +51,436 New
BH
120
Burk Holdings
Oklahoma
$1.19M +$1.27M +51,147 New
AWMM
121
Aegis Wealth Management (Maryland)
Maryland
$1.17M +$1.25M +50,355 New
VPF
122
Vantage Point Financial
Illinois
$1.17M +$1.24M +50,226 New
NA
123
Note Advisors
New York
$1.15M +$1.23M +49,485 New
WAM
124
Weinberger Asset Management
California
$1.15M +$158K +6,401 +15%
FWM
125
FMB Wealth Management
California
$1.12M +$56.1K +2,265 +5%