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icono de DFAR

DFA Real Estate Securities Portfolio ETF Class Shares
DFAR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
USD 88.1 M -USD 5.37 M -208,934 -6%
HighTower Advisors
2
HighTower Advisors
Illinois
USD 71.2 M +USD 734 k +28,547 +1%
Root Financial Partners
3
Root Financial Partners
California
USD 60.8 M +USD 5.36 M +208,525 +10%
Vise Technologies
4
Vise Technologies
New York
USD 57.3 M +USD 12.7 M +495,017 +29%
Prudential Financial
5
Prudential Financial
New Jersey
USD 52.6 M -USD 4.85 M -188,850 -9%
Elwood & Goetz Wealth Advisory Group
6
Elwood & Goetz Wealth Advisory Group
Georgia
USD 47 M -USD 18.9 M -734,130 -29%
RAM Investment Partners
7
RAM Investment Partners
Washington
USD 38.1 M +USD 746 k +29,040 +2%
Moisand Fitzgerald Tamayo
8
Moisand Fitzgerald Tamayo
Florida
USD 38.1 M +USD 280 k +10,888 +0.8%
Savant Capital
9
Savant Capital
Illinois
USD 31.5 M +USD 12.4 M +481,443 +68%
GOCP
10
Great Oak Capital Partners
Massachusetts
USD 28.7 M +USD 664 k +25,839 +2%
Rather & Kittrell
11
Rather & Kittrell
Tennessee
USD 26.4 M +USD 103 k +4,015 +0.4%
Beacon Pointe Advisors
12
Beacon Pointe Advisors
California
USD 24.5 M +USD 214 k +8,322 +0.9%
Sequoia Financial Advisors
13
Sequoia Financial Advisors
Ohio
USD 19.8 M +USD 1.3 M +50,748 +7%
Burton Enright Welch
14
Burton Enright Welch
California
USD 19.6 M +USD 1.34 M +52,294 +7%
WDG
15
Wealth Dimensions Group
Ohio
USD 18.8 M +USD 357 k +13,908 +2%
Phillips Financial Management
16
Phillips Financial Management
Indiana
USD 17.2 M -USD 974 k -37,903 -5%
UWM
17
United Wealth Management
Virginia
USD 15.7 M +USD 148 k +5,746 +1%
NBWM
18
North Berkeley Wealth Management
California
USD 15.5 M +USD 4.41 M +171,714 +41%
FW
19
Fidato Wealth
Ohio
USD 14.2 M +USD 288 k +11,218 +2%
LRI Investments
20
LRI Investments
Florida
USD 13.6 M +USD 1.45 M +56,607 +12%
CWM
21
Core Wealth Management
Florida
USD 13.2 M +USD 494 k +19,231 +4%
Jackson Thornton Wealth Management
22
Jackson Thornton Wealth Management
Alabama
USD 13.1 M +USD 1.19 M +46,296 +10%
Pathstone Holdings
23
Pathstone Holdings
New Jersey
USD 12.3 M -USD 1.01 M -39,444 -8%
Concurrent Investment Advisors
24
Concurrent Investment Advisors
Florida
USD 12.3 M +USD 592 k +23,030 +5%
Focus Partners Advisor Solutions
25
Focus Partners Advisor Solutions
Missouri
USD 11.8 M +USD 585 k +22,764 +5%
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