PF
| |
Pillar Financial Advisors, LLC13F | |
| Pillar Financial Advisors, LLC | |
| Last update 2025-04-14 | 111 Stocks (1 new) |
| Value $134.00 Mil | Turnover 5 % |
Pillar Financial Advisors, LLC... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAS | Dimensional U.S. Small Cap ETF | 269,046 | 16,075.5 | +5.17% | 11.980 | +0.59% | 0.170 | +17.74% | +1.04% | 10,648.9 | ||
DFUS | Dimensional U.S. Equity Market ETF | 260,308 | 15,743.4 | +5.43% | 11.730 | +0.60% | 0.120 | +19.76% | +7.04% | 15,832.0 | ||
DFUV | Dimensional US Marketwide Value ETF | 354,047 | 14,590.3 | -0.19% | 10.870 | -0.02% | 0.130 | +12.36% | +5.06% | 11,765.5 | ||
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 494,656 | 13,736.6 | +10.98% | 10.240 | +1.01% | 0.170 | +10.99% | +21.17% | 9,790.6 | ||
DUSB |
Dimensional Ultrashort Fixed Income ETF
Dimensional Ultrashort Fixed Income ETF
| 209,374 | 10,621.6 | +11.60% | 7.920 | +0.82% | 0.920 | +0.16% | +0.22% | 1,376.5 | ||
DFAT | Dimensional U.S. Targeted Value ETF | 154,217 | 7,940.6 | -0.08% | 5.920 | -0.01% | 0.080 | +17.83% | +0.92% | 11,117.7 | ||
DFLV | Dimensional US Large Cap Value ETF | 241,888 | 7,394.5 | +8.21% | 5.510 | +0.42% | 0.230 | +11.39% | +5.23% | 3,792.0 | ||
DFAR | Dimensional US Real Estate ETF | 222,056 | 5,278.3 | +7.95% | 3.930 | +0.29% | 0.400 | +5.24% | +3.48% | 1,396.6 | ||
DFSV | Dimensional US Small Cap Value ETF | 140,699 | 3,960.7 | +14.85% | 2.950 | +0.38% | 0.090 | +19.24% | +0.06% | 4,961.9 | ||
VUSB | Vanguard Ultra-Short Bond ETF | 73,814 | 3,680.0 | +0.93% | 2.740 | +0.03% | 0.080 | +0.24% | +0.38% | 5,300.9 |
Pillar Financial Advisors, LLC's Historical Top Holdings Breakdowns
Pillar Financial Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 2025-03-31 | Add Add | +1.01% | 25.54 ($27.31) 28.8 | $31.31 | 14.65% | Add 10.98% | 494,656 | 48,925 | |
DUSB |
Dimensional Ultrashort Fixed Income ETF
Dimensional Ultrashort Fixed Income ETF
| 2025-03-31 | Add Add | +0.82% | 50.58 ($50.73) 50.87 | $50.70 | -0.06% | Add 11.6% | 209,374 | 21,760 | |
DFUS | Dimensional U.S. Equity Market ETF | 2025-03-31 | Add Add | +0.60% | 59.61 ($63.9) 66.74 | $68.24 | 6.79% | Add 5.43% | 260,308 | 13,411 | |
DFAS | Dimensional U.S. Small Cap ETF | 2025-03-31 | Add Add | +0.59% | 58.81 ($64.31) 68.2 | $65.76 | 2.25% | Add 5.17% | 269,046 | 13,221 | |
CNS | Cohen & Steers Inc | 2025-03-31 | Add Add | +0.47% | 75.52 ($85.31) 92.6 | $74.84 | -12.27% | Add 124.96% | 14,008 | 7,781 | |
DFSD |
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
| 2025-03-31 | Reduce Reduce | -0.43% | 46.74 ($47.22) 47.57 | $47.97 | 1.59% | Reduce -21.18% | 44,055 | -11,839 | |
DFLV | Dimensional US Large Cap Value ETF | 2025-03-31 | Add Add | +0.42% | 29.56 ($30.89) 31.77 | $31.60 | 2.30% | Add 8.21% | 241,888 | 18,344 | |
DFSV | Dimensional US Small Cap Value ETF | 2025-03-31 | Add Add | +0.38% | 27.56 ($30.26) 32.1 | $30.80 | 1.78% | Add 14.85% | 140,699 | 18,189 | |
DFAR | Dimensional US Real Estate ETF | 2025-03-31 | Add Add | +0.29% | 22.35 ($23.59) 24.51 | $24.08 | 2.08% | Add 7.95% | 222,056 | 16,356 | |
DFEM |
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
| 2025-03-31 | Add Add | +0.14% | 25.35 ($26.59) 27.46 | $30.44 | 14.48% | Add 5.87% | 124,947 | 6,928 |
Pillar Financial Advisors, LLC Total Holding History ($B)
Pillar Financial Advisors, LLC's Asset Allocation
Pillar Financial Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Pillar Financial Advisors, LLC's Hypothetical Growth since 2025-03-31
Pillar Financial Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Pillar Financial Advisors, LLC's Holdings Heat Map
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Pillar Financial Advisors, LLC's Holdings Bubble Chart
Pillar Financial Advisors, LLC News
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