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Robert W. DeRossett

Pillar Financial Advisors, Llc

Assets Managed
$171.123M
Holdings
106
Last Quarter
2026 - Q1
Filed Date
2mo 5d ago
Growth Rate
3.21%(2Q avg: 3.68%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Pillar Financial Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 106 positions.

Assets under management

The assets under management (AUM) of Pillar Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 171.123M in assets, with a quarterly growth rate of 3.21% and a 2-quarter average growth rate of 3.68%. The portfolio is managed by Robert W. DeRossett, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Increased 1.58%
12.05%
$20.615M
289,825 shares@ $71.13 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 3.08%
11.28%
$19.286M
271,982 shares@ $70.91 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 2.2%
11.26%
$19.26M
542,085 shares@ $35.53 avg price
DUSB
Dimension Ultrashort Fi Etf
Recent Activity
Increased 5.18%
10.09%
$17.253M
340,234 shares@ $50.72 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -1.71%
9.45%
$16.158M
333,437 shares@ $48.47 avg price
DFLV
Dim Us Large Cap Value Etf
Recent Activity
Increased 3.73%
6.26%
$10.698M
299,575 shares@ $35.71 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Decreased -0.31%
5.42%
$9.27M
148,439 shares@ $62.46 avg price
DFAR
Dimensional Us Real Est Etf
Recent Activity
Increased 12.85%
4.88%
$8.35M
353,086 shares@ $23.65 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Increased 3.07%
3.8%
$6.488M
185,156 shares@ $35.05 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Decreased -6.24%
2.67%
$4.561M
132,011 shares@ $34.56 avg price

1-10 of 106