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DFA Real Estate Securities Portfolio ETF Class Shares
DFAR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
OFA
26
Onyx Financial Advisors
Idaho
USD 11.6 M +USD 733 k +28,528 +7%
PS
27
Pinney & Scofield
Massachusetts
USD 11.5 M +USD 212 k +8,258 +2%
Helen Stephens Group
28
Helen Stephens Group
Texas
USD 11.5 M +USD 1.25 M +48,797 +13%
Satovsky Asset Management
29
Satovsky Asset Management
New York
USD 11.4 M +USD 186 k +7,243 +2%
Raymond James Financial
30
Raymond James Financial
Florida
USD 11 M -USD 964 k -37,507 -8%
TFO
31
Timonier Family Office
North Carolina
USD 10.8 M +USD 10.6 M +414,263 Nuevas
LPL Financial
32
LPL Financial
California
USD 10.8 M +USD 776 k +30,185 +8%
Betterment LLC
33
Betterment LLC
New York
USD 10.6 M +USD 606 k +23,588 +6%
Forum Financial Management
34
Forum Financial Management
Illinois
USD 10.4 M -USD 134 k -5,222 -1%
Apella Capital
35
Apella Capital
Connecticut
USD 10.3 M -USD 55 k -2,139 -0.6%
CPW
36
Crestmont Private Wealth
Texas
USD 10.2 M +USD 1.33 M +51,661 +15%
PFA
37
Pillar Financial Advisors
Kentucky
USD 9.47 M +USD 233 k +9,083 +3%
Moneta Group Investment Advisors
38
Moneta Group Investment Advisors
Missouri
USD 8.69 M +USD 6.63 M +258,088 +347%
SPWM
39
Straight Path Wealth Management
Michigan
USD 8.63 M +USD 199 k +7,735 +2%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
USD 8.47 M +USD 7.87 M +306,311 +1,751%
FH
41
Financial Harvest
Florida
USD 8.38 M +USD 672 k +26,150 +9%
Atria Investments
42
Atria Investments
North Carolina
USD 8.32 M +USD 8.18 M +318,109 Nuevas
Dynamic Advisor Solutions
43
Dynamic Advisor Solutions
Arizona
USD 8.07 M -USD 161 k -6,250 -2%
CW
44
Curio Wealth
Maryland
USD 7.85 M +USD 397 k +15,459 +5%
AWM Capital
45
AWM Capital
Arizona
USD 7.62 M +USD 674 k +26,223 +10%
VAG
46
Vannoy Advisory Group
Texas
USD 7.39 M +USD 6.91 k +269 +0.1%
Beaird Harris Wealth Management
47
Beaird Harris Wealth Management
Texas
USD 6.76 M -USD 4.09 M -159,125 -38%
PFG
48
Pinnacle Financial Group
Illinois
USD 6.74 M -USD 10.6 k -414 -0.2%
Private Advisor Group
49
Private Advisor Group
New Jersey
USD 6.7 M -USD 969 k -37,716 -13%
OA
50
Oceanside Advisors
South Carolina
USD 6.47 M +USD 308 k +11,978 +5%
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