We are live on ! Find out more
DFAR icon

Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
151
Stratos Investment Management
Ohio
$532K +$527K +22,687 New
AAM
152
Austin Asset Management
Texas
$530K
SEI Investments
153
SEI Investments
Pennsylvania
$528K +$522K +22,502 New
QC
154
Quadrature Capital
United Kingdom
$528K +$522K +22,490 New
FOA
155
Five Oceans Advisors
California
$527K +$32.5K +1,398 +7%
RWM
156
Raffa Wealth Management
District of Columbia
$524K +$650 +28 +0.1%
WCFA
157
Walkner Condon Financial Advisors
Wisconsin
$517K -$80.1K -3,449 -14%
CPA
158
Cardiff Park Advisors
California
$516K +$231K +9,955 +83%
FFM
159
Flagstone Financial Management
Nebraska
$497K
W
160
WorthPointe
California
$495K
HWMG
161
Hurlow Wealth Management Group
Indiana
$480K +$475K +20,479 New
SWM
162
SpringVest Wealth Management
Texas
$478K +$12.9K +556 +3%
FWM
163
Fonville Wealth Management
Virginia
$478K -$2.72K -117 -0.6%
AWM
164
Accurate Wealth Management
Florida
$429K +$423K +18,208 New
Cambridge Investment Research Advisors
165
Cambridge Investment Research Advisors
Iowa
$423K -$3.48K -150 -0.8%
EWA
166
Elevate Wealth Advisory
Georgia
$420K
YWM
167
Yoder Wealth Management
California
$420K +$25.4K +1,092 +7%
CL
168
CLG LLC
California
$416K
MWM
169
Melfa Wealth Management
Massachusetts
$416K
SCM
170
SOL Capital Management
Maryland
$411K -$63.4K -2,730 -13%
CL
171
Choreo LLC
Illinois
$371K +$367K +15,822 New
NWM
172
Northwest Wealth Management
Iowa
$370K -$27.1K -1,166 -7%
GVAG
173
Great Valley Advisor Group
Delaware
$367K -$608K -26,187 -63%
JC
174
Jentner Corp
Ohio
$365K -$58.3K -2,512 -14%
MWM
175
Modera Wealth Management
New Jersey
$354K +$1.02K +44 +0.3%