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Pillar Financial Advisors, LLC

Portfolio Manager
Pillar Financial Advisors, LLC
Performance
+1.61% (2026 Q1)
AUM (13F)
$171.12M
# of Holdings
106
Performance Rank
Allocation (Top 20)
92.57%

Pillar Financial Advisors, LLC Holdings Map

Top 50 Pillar Financial Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFAS
DIMENSIONAL ETF TRUST
12.05%289.8K$20.6M
+1.57%(+4.49K)
2025-Q1: 269.0K shares2025-Q2: 279.2K shares2025-Q3: 282.7K shares2025-Q4: 285.3K shares2026-Q1: 289.8K shares
$64.87(+25.67%)
2026-03-31
DFUS
DIMENSIONAL ETF TRUST
11.27%272.0K$19.3M
+3.08%(+8.13K)
2025-Q1: 260.3K shares2025-Q2: 262.1K shares2025-Q3: 267.8K shares2025-Q4: 263.9K shares2026-Q1: 272.0K shares
$63.36(+28.80%)
2026-03-31
DFIC
DIMENSIONAL ETF TRUST
11.26%542.1K$19.3M
+2.19%(+11.62K)
2025-Q1: 494.7K shares2025-Q2: 499.9K shares2025-Q3: 517.8K shares2025-Q4: 530.5K shares2026-Q1: 542.1K shares
$27.49(+36.81%)
2026-03-31
DUSB
DIMENSIONAL ETF TRUST
10.08%340.2K$17.3M
+5.17%(+16.73K)
2025-Q1: 209.4K shares2025-Q2: 222.7K shares2025-Q3: 281.3K shares2025-Q4: 323.5K shares2026-Q1: 340.2K shares
$50.70(+0.16%)
2026-03-31
DFUV
DIMENSIONAL ETF TRUST
9.44%333.4K$16.2M
-1.71%(-5.81K)
2025-Q1: 354.0K shares2025-Q2: 353.8K shares2025-Q3: 351.4K shares2025-Q4: 339.2K shares2026-Q1: 333.4K shares
$41.30(+32.79%)
2026-03-31
DFLV
DIMENSIONAL ETF TRUST
6.25%299.6K$10.7M
+3.72%(+10.75K)
2025-Q1: 241.9K shares2025-Q2: 256.1K shares2025-Q3: 270.2K shares2025-Q4: 288.8K shares2026-Q1: 299.6K shares
$30.85(+28.70%)
2026-03-31
DFAT
DIMENSIONAL ETF TRUST
5.42%148.4K$9.3M
-0.32%(-473)
2025-Q1: 154.2K shares2025-Q2: 154.3K shares2025-Q3: 153.9K shares2025-Q4: 148.9K shares2026-Q1: 148.4K shares
$55.64(+25.05%)
2026-03-31
DFAR
DIMENSIONAL ETF TRUST
4.88%353.1K$8.4M
+12.85%(+40.19K)
2025-Q1: 222.1K shares2025-Q2: 228.4K shares2025-Q3: 274.1K shares2025-Q4: 312.9K shares2026-Q1: 353.1K shares
$24.04(+10.53%)
2026-03-31
DFSV
DIMENSIONAL ETF TRUST
3.79%185.2K$6.5M
+3.06%(+5.50K)
2025-Q1: 140.7K shares2025-Q2: 158.8K shares2025-Q3: 169.3K shares2025-Q4: 179.7K shares2026-Q1: 185.2K shares
$30.64(+26.22%)
2026-03-31
DFEM
DIMENSIONAL ETF TRUST
2.67%132.0K$4.6M
-6.24%(-8.79K)
2025-Q1: 124.9K shares2025-Q2: 132.1K shares2025-Q3: 140.3K shares2025-Q4: 140.8K shares2026-Q1: 132.0K shares
$27.41(+43.65%)
2026-03-31

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