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DFAR-Symbol

DFA Real Estate Securities Portfolio ETF Class Shares
DFAR

Name Position Handelswert Veränderung
Aktien 		Anteils-
änderung
Adero Partners
1
Adero Partners
California
75,6 Mio. $ +7.747 $ +320 +0 %
HighTower Advisors
2
HighTower Advisors
Illinois
56,3 Mio. $ +1,17 Mio. $ +48.458 +2 %
Elwood & Goetz Wealth Advisory Group
3
Elwood & Goetz Wealth Advisory Group
Georgia
49,4 Mio. $ +1,14 Mio. $ +47.115 +3 %
Beaird Harris Wealth Management
4
Beaird Harris Wealth Management
Texas
41,7 Mio. $ -1,24 Mio. $ -51.153 -3 %
Savant Capital
5
Savant Capital
Illinois
32,4 Mio. $ -3,24 Mio. $ -133.642 -10 %
RAM Investment Partners
6
RAM Investment Partners
Washington
30,7 Mio. $ +328.426 $ +13.566 +1 %
Moisand Fitzgerald Tamayo
7
Moisand Fitzgerald Tamayo
Florida
27,6 Mio. $ +162.179 $ +6.699 +0,6 %
Rather & Kittrell
8
Rather & Kittrell
Tennessee
21,4 Mio. $ -433.011 $ -17.886 -2 %
Great Oak Capital Partners
9
Great Oak Capital Partners
Massachusetts
19,5 Mio. $ +841.014 $ +34.739 +5 %
Root Financial Partners
10
Root Financial Partners
California
19,2 Mio. $ +4,88 Mio. $ +201.518 +37 %
Brown Financial Advisory
11
Brown Financial Advisory
Alabama
14,8 Mio. $ -397.326 $ -16.412 -3 %
Burton Enright Welch
12
Burton Enright Welch
California
14,2 Mio. $ +51.833 $ +2.141 +0,4 %
Bridgewater Advisors
13
Bridgewater Advisors
New York
13,6 Mio. $ +1,14 Mio. $ +47.135 +9 %
Exencial Wealth Advisors
14
Exencial Wealth Advisors
Oklahoma
12,6 Mio. $ +16.099 $ +665 +0,1 %
Phillips Financial Management
15
Phillips Financial Management
Indiana
12,1 Mio. $ +849.536 $ +35.091 +8 %
Willow Creek Wealth Management
16
Willow Creek Wealth Management
California
11,1 Mio. $ +144.385 $ +5.964 +1 %
Forum Financial Management
17
Forum Financial Management
Illinois
10,5 Mio. $ -239.408 $ -9.889 -2 %
Wealth Dimensions Group
18
Wealth Dimensions Group
Ohio
10,1 Mio. $ +1,08 Mio. $ +44.414 +13 %
Satovsky Asset Management
19
Satovsky Asset Management
New York
10 Mio. $ +130.223 $ +5.379 +1 %
Fidato Wealth
20
Fidato Wealth
Ohio
10 Mio. $ +26.292 $ +1.086 +0,3 %
Core Wealth Management
21
Core Wealth Management
Florida
10 Mio. $ – – –
Helen Stephens Group
22
Helen Stephens Group
Texas
9,8 Mio. $ +1,22 Mio. $ +50.465 +15 %
Forvis Mazars Wealth Advisors
23
Forvis Mazars Wealth Advisors
Missouri
9,7 Mio. $ -3,33 Mio. $ -137.449 -27 %
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
9,7 Mio. $ +90.665 $ +3.745 +1 %
Dynamic Advisor Solutions
25
Dynamic Advisor Solutions
Arizona
9,28 Mio. $ +250.423 $ +10.344 +3 %
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