Want to track DFAR and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
Dimensional US Real Estate ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Alexandra Stickelman Root Financial Partners, LLC | 2.33M | $54.82M | $62.31M | $7.49M | 13.66% |
 Megan J. Lottier Rockwood Wealth Management, LLC | 153,284 | $3.39M | $4.11M | $714,806.57 | 21.08% |
 John Shanley Aspect Partners, LLC | 4,925 | $126,277 | $131,940.75 | $5,663.75 | 4.49% |
 Jane Bortnem Cherry Tree Wealth Management, LLC | 3,231 | $73,473.31 | $86,558.49 | $13,085.18 | 17.81% |
 Lars Phillips RAM Investment Partners, LLC | 1.46M | $31.95M | $39.03M | $7.08M | 22.15% |
 Christopher C. Powers Farther Finance Advisors, LLC | 53,642 | $1.26M | $1.44M | $173,326.83 | 13.72% |
 Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 46,059 | $1.05M | $1.23M | $184,675.57 | 17.6% |
 NICOLE MARTIN Arlington Trust Co LLC | 728 | $17,217 | $19,503.12 | $2,286.12 | 13.28% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 446,859 | $10.57M | $11.97M | $1.4M | 13.28% |
 Benj Foor Frazier Financial Advisors, LLC | 5,914 | $134,178.05 | $157,223.69 | $23,045.64 | 17.18% |
 Derek Ripp Austin Wealth Management, LLC | 38,961 | $760,518.72 | $1.04M | $283,246.47 | 37.24% |
 Scott L. Comeau BCU Wealth Advisors, LLC | 177,401 | $4.15M | $4.75M | $604,546.05 | 14.57% |
 Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 231,797 | $5.44M | $6.21M | $774,295.23 | 14.25% |
 Mark Fonville Fonville Wealth Management LLC | 12,762 | $290,202.27 | $341,893.98 | $51,691.71 | 17.81% |
 Scott K Sprinkle Sprinkle Financial Consultants LLC | 55,756 | $1.29M | $1.49M | $202,448.51 | 15.68% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 470,402 | $10.97M | $12.33M | $1.36M | 12.43% |
 Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 16,869 | $385,199.75 | $448,715.4 | $63,515.65 | 16.49% |
 Simone Vannoy Vannoy Advisory Group, Inc. | 282,604 | $6.44M | $7.57M | $1.13M | 17.5% |
 Brian Distler Lakeridge Wealth Management LLC | 31,081 | $716,182.79 | $832,659.99 | $116,477.2 | 16.26% |
 Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 42,270 | $971,835.75 | $1.13M | $160,577.55 | 16.52% |
