We are live on ! Find out more
DFAR icon

Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VPF
126
Vantage Point Financial
Illinois
$1.18M -$87.9K -3,752 -7%
KAS
127
Kestra Advisory Services
Texas
$1.17M -$110K -4,716 -8%
W
128
WPWealth
Texas
$1.16M +$12.2K +522 +1%
AIA
129
AssuredPartners Investment Advisors
Florida
$1.15M +$171K +7,285 +17%
Corient Private Wealth
130
Corient Private Wealth
Florida
$1.15M +$52.6K +2,246 +5%
AWM
131
Ariadne Wealth Management
California
$1.14M -$631K -26,939 -37%
AFA
132
Aznar Financial Advisors
New Jersey
$1.13M +$1.16M +49,529 New
SFP
133
Sterling Financial Planning
New Jersey
$1.09M +$28.8K +1,229 +3%
SFS
134
Sowell Financial Services
Arkansas
$1.09M +$110K +4,695 +11%
BFA
135
Ballast Financial Advisors
Pennsylvania
$1.07M +$1.09M +46,597 New
RLIM
136
Red Lighthouse Investment Management
New York
$1.06M
GWMT
137
Guardian Wealth Management (Tennessee)
Tennessee
$1.04M +$1.07M +45,554 New
DPW
138
DiNuzzo Private Wealth
Pennsylvania
$1.04M +$109K +4,648 +11%
PWIA
139
Porter White Investment Advisors
Alabama
$1.03M +$46K +1,965 +5%
FPCG
140
Forum Private Client Group
Indiana
$990K -$18.9K -809 -2%
DPI
141
Diversified Portfolios Inc
Michigan
$975K -$134K -5,736 -12%
NA
142
NewEdge Advisors
Louisiana
$970K -$62.4K -2,663 -6%
Cambridge Investment Research Advisors
143
Cambridge Investment Research Advisors
Iowa
$941K +$484K +20,680 +101%
WANY
144
Wealthspire Advisors (New York)
New York
$914K +$234 +10 +0%
MFG
145
Merit Financial Group
Georgia
$876K -$176K -7,523 -16%
HWMC
146
Heritage Wealth Management (California)
California
$863K +$14.2K +607 +2%
MW
147
Marrick Wealth
California
$855K +$874K +37,327 New
TC
148
TAGStone Capital
North Carolina
$853K -$156K -6,674 -15%
SFC
149
Sprinkle Financial Consultants
Colorado
$835K +$10.7K +456 +1%
AA
150
Advisory Alpha
Michigan
$792K -$1.69K -72 -0.2%