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DFAR-Symbol

DFA Real Estate Securities Portfolio ETF Class Shares
DFAR

Name Position Handelswert Veränderung
Aktien 		Anteils-
änderung
Beaird Harris Wealth Management
1
Beaird Harris Wealth Management
Texas
26,3 Mio. $ +8,3 Mio. $ +349.545 +38 %
HighTower Advisors
2
HighTower Advisors
Illinois
11,4 Mio. $ +991.269 $ +41.770 +8 %
Burton Enright Welch
3
Burton Enright Welch
California
11,2 Mio. $ +3,13 Mio. $ +131.755 +32 %
Forum Financial Management
4
Forum Financial Management
Illinois
6,39 Mio. $ +6,04 Mio. $ +254.682 +454 %
ASI
5
Advisory Services & Investments
Oregon
5,91 Mio. $ +1,35 Mio. $ +56.772 +25 %
Adero Partners
6
Adero Partners
California
4,58 Mio. $ +4,32 Mio. $ +182.135 +384 %
Asset Planning Corporation
7
Asset Planning Corporation
Tennessee
4,37 Mio. $ +345.247 $ +14.548 +7 %
Forvis Mazars Wealth Advisors
8
Forvis Mazars Wealth Advisors
Missouri
3,9 Mio. $ +2,64 Mio. $ +111.142 +142 %
Relaxing Retirement Coach
9
Relaxing Retirement Coach
Massachusetts
3,72 Mio. $ +2,22 Mio. $ +93.413 +107 %
Spinnaker Investment Group
10
Spinnaker Investment Group
California
3,55 Mio. $ +330.344 $ +13.920 +9 %
Global Trust Asset Management
11
Global Trust Asset Management
Florida
2,49 Mio. $ +371.186 $ +15.641 +15 %
Gradient Capital Advisors
12
Gradient Capital Advisors
California
2,46 Mio. $ +969.222 $ +40.841 +52 %
Satovsky Asset Management
13
Satovsky Asset Management
New York
2,26 Mio. $ +2,25 Mio. $ +94.789 +637 %
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
2,06 Mio. $ – – –
Phillips Financial Management
15
Phillips Financial Management
Indiana
1,84 Mio. $ +1,34 Mio. $ +56.266 +169 %
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
1,82 Mio. $ +1,31 Mio. $ +55.161 +166 %
Willow Creek Wealth Management
17
Willow Creek Wealth Management
California
1,76 Mio. $ +789.598 $ +33.272 +64 %
Jane Street
18
Jane Street
New York
1,71 Mio. $ +73.568 $ +3.100 +4 %
RFG Advisory
19
RFG Advisory
Alabama
1,4 Mio. $ +1,59 Mio. $ +66.951 Neu
Beacon Pointe Advisors
20
Beacon Pointe Advisors
California
1,36 Mio. $ +1,03 Mio. $ +43.320 +192 %
Rather & Kittrell
21
Rather & Kittrell
Tennessee
1,24 Mio. $ +851.181 $ +35.867 +147 %
Hutchinson Capital Management
22
Hutchinson Capital Management
California
1,1 Mio. $ +564.480 $ +23.786 +80 %
Rockwood Wealth Management
23
Rockwood Wealth Management
Pennsylvania
1,09 Mio. $ +1,26 Mio. $ +53.136 Neu
Carlson Capital Management
24
Carlson Capital Management
Minnesota
1,02 Mio. $ +1,18 Mio. $ +49.860 Neu
Advisory Alpha
25
Advisory Alpha
Michigan
887.000 $ +1,02 Mio. $ +43.149 Neu
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