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DFAR-Symbol

DFA Real Estate Securities Portfolio ETF Class Shares

Name Position Handelswert Veränderung
Aktien
Anteils-
änderung
Beaird Harris Wealth Management
1
Beaird Harris Wealth Management
Texas
36,1 Mio. $ +2,32 Mio. $ +109.601 +7 %
Elwood & Goetz Wealth Advisory Group
2
Elwood & Goetz Wealth Advisory Group
Georgia
32,9 Mio. $ +2,34 Mio. $ +110.772 +8 %
HighTower Advisors
3
HighTower Advisors
Illinois
27,3 Mio. $ +2,74 Mio. $ +129.510 +11 %
Bridgeworth
4
Bridgeworth
Alabama
25,9 Mio. $ +3,2 Mio. $ +151.165 +14 %
RAM Investment Partners
5
RAM Investment Partners
Washington
24,5 Mio. $ +17,6 Mio. $ +833.204 +272 %
Rather & Kittrell
6
Rather & Kittrell
Tennessee
14,9 Mio. $ +1,82 Mio. $ +86.245 +14 %
Arista Wealth Management
7
Arista Wealth Management
Nevada
13,7 Mio. $ +9,5 Mio. $ +449.841 +243 %
Brown Financial Advisory
8
Brown Financial Advisory
Alabama
13,3 Mio. $ +11,5 Mio. $ +546.055 +740 %
Burton Enright Welch
9
Burton Enright Welch
California
12,1 Mio. $ +795.445 $ +37.620 +7 %
Forum Financial Management
10
Forum Financial Management
Illinois
10,9 Mio. $ -7,69 Mio. $ -363.717 -42 %
Integrated Wealth Concepts
11
Integrated Wealth Concepts
Massachusetts
10,7 Mio. $ +455.763 $ +21.555 +5 %
Relaxing Retirement Coach
12
Relaxing Retirement Coach
Massachusetts
10,1 Mio. $ +1,86 Mio. $ +87.876 +23 %
Forvis Mazars Wealth Advisors
13
Forvis Mazars Wealth Advisors
Missouri
10 Mio. $ +2,06 Mio. $ +97.287 +27 %
AE Wealth Management
14
AE Wealth Management
Kansas
8,17 Mio. $ +637.180 $ +30.135 +9 %
Carlson Capital Management
15
Carlson Capital Management
Minnesota
7,84 Mio. $ +504.014 $ +23.837 +7 %
Core Wealth Management
16
Core Wealth Management
Florida
7,16 Mio. $ +816.462 $ +38.614 +13 %
Bridgewater Advisors
17
Bridgewater Advisors
New York
7,02 Mio. $ +962.125 $ +45.503 +16 %
RS
18
Retirement Solution
Washington
6,75 Mio. $ +299.952 $ +14.186 +5 %
Asset Planning Corporation
19
Asset Planning Corporation
Tennessee
6,17 Mio. $ +754.552 $ +35.686 +14 %
Phillips Financial Management
20
Phillips Financial Management
Indiana
6,17 Mio. $ +935.927 $ +44.264 +18 %
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
5,6 Mio. $ +1,05 Mio. $ +49.549 +24 %
Pinnacle Financial Group
22
Pinnacle Financial Group
Illinois
5,19 Mio. $ +309.001 $ +14.614 +6 %
Willow Creek Wealth Management
23
Willow Creek Wealth Management
California
5,15 Mio. $ +426.986 $ +20.194 +9 %
Spinnaker Investment Group
24
Spinnaker Investment Group
California
4,67 Mio. $ +257.325 $ +12.170 +6 %
FirstPurpose Wealth
25
FirstPurpose Wealth
Utah
4,61 Mio. $ +932.565 $ +44.105 +26 %