We are live on ! Find out more
DFAR icon

Dimensional US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
1
Beaird Harris Wealth Management
Texas
$39.2M +$1.11M +54,403 +3%
EGWAG
2
Elwood & Goetz Wealth Advisory Group
Georgia
$37.7M +$1.74M +84,936 +5%
HighTower Advisors
3
HighTower Advisors
Illinois
$36.6M +$8.55M +417,521 +35%
B
4
Bridgeworth
Alabama
$30.2M +$554K +27,038 +2%
RIP
5
RAM Investment Partners
Washington
$24.8M -$1.49M -72,778 -6%
RK
6
Rather & Kittrell
Tennessee
$18.5M +$523K +25,530 +3%
BFA
7
Brown Financial Advisory
Alabama
$15.3M +$458K +22,368 +3%
FMWA
8
Forvis Mazars Wealth Advisors
Missouri
$13.3M +$482K +23,529 +4%
BEW
9
Burton Enright Welch
California
$12.3M -$1.68M -81,966 -13%
AWM
10
AE Wealth Management
Kansas
$12M +$2.81M +137,031 +33%
BA
11
Bridgewater Advisors
New York
$11.6M +$2.27M +110,830 +28%
IWC
12
Integrated Wealth Concepts
Massachusetts
$11.3M -$121K -5,901 -1%
WCWM
13
Willow Creek Wealth Management
California
$9.61M +$3.52M +172,018 +69%
FFM
14
Forum Financial Management
Illinois
$9.45M -$832K -40,595 -9%
CPW
15
Crestmont Private Wealth
Texas
$8.88M +$8M +390,470 New
AWM
16
Arista Wealth Management
Nevada
$8.41M -$6.52M -318,340 -46%
CWM
17
Core Wealth Management
Florida
$8.37M +$201K +9,806 +3%
FW
18
Fidato Wealth
Ohio
$8.23M +$7.42M +362,042 New
GOCP
19
Great Oak Capital Partners
Massachusetts
$8.2M +$7.38M +360,480 New
PFM
20
Phillips Financial Management
Indiana
$8.19M +$346K +16,876 +5%
RS
21
Retirement Solution
Washington
$7.8M +$253K +12,363 +4%
RFP
22
Root Financial Partners
California
$7.72M +$1.66M +80,946 +31%
APC
23
Asset Planning Corporation
Tennessee
$7.66M +$722K +35,264 +12%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$7.53M +$935K +45,621 +16%
SC
25
Savant Capital
Illinois
$6.74M -$2.2M -107,518 -27%