We are live on ! Find out more
DFAR icon

Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
176
TAGStone Capital
North Carolina
$616K -$273K -10,638 -31%
DFC
177
DBK Financial Counsel
Ohio
$615K -$117K -4,546 -16%
RWM
178
Raffa Wealth Management
District of Columbia
$583K +$540 +21 +0.1%
XPN
179
XY Planning Network
Montana
$570K +$560K +21,770 New
Mariner
180
Mariner
Kansas
$555K +$258K +10,020 +90%
GVAG
181
Great Valley Advisor Group
Delaware
$554K +$132K +5,127 +32%
AAM
182
Austin Asset Management
Texas
$549K
AAP
183
Arax Advisory Partners
Colorado
$547K +$524K +20,378 +3,882%
BJB
184
Broadhurst Jeffrey B
$544K -$1.18M -45,919 -69%
PCIA
185
Prime Capital Investment Advisors
Kansas
$523K +$59.8K +2,325 +13%
Cerity Partners
186
Cerity Partners
New York
$504K +$514 +20 +0.1%
YWM
187
Yoder Wealth Management
California
$502K -$19.6K -763 -4%
AFP
188
Arnold Financial Planning
Iowa
$482K -$20.5K -799 -4%
FFM
189
Flagstone Financial Management
Nebraska
$471K -$81.3K -3,162 -15%
CWM
190
Capstone Wealth Management
Montana
$467K +$6.89K +268 +2%
MWM
191
Melfa Wealth Management
Massachusetts
$459K
CL
192
CLG LLC
California
$448K
EWA
193
Elevate Wealth Advisory
Georgia
$441K -$8.51K -331 -2%
LCWP
194
Legacy Capital Wealth Partners
Arkansas
$441K -$24.8K -966 -5%
WMN
195
Wealth Management Nebraska
Nebraska
$440K +$5.17K +201 +1%
CL
196
Choreo LLC
Illinois
$433K +$2.24K +87 +0.5%
GTWM
197
Global Trust Wealth Management
Florida
$428K -$8.66K -337 -2%
W
198
WorthPointe
California
$427K
WTA
199
Washington Trust Advisors
Massachusetts
$419K +$1.16K +45 +0.3%
DFP
200
Donalies Financial Planning
District of Columbia
$414K +$93.4K +3,633 +30%