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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
ALWM
101
Andrews Lucia Wealth Management
California
USD 2.82 M +USD 388 k +15,099 +16%
AC
102
Applied Capital
Arkansas
USD 2.72 M +USD 107 k +4,173 +4%
CWM
103
CarsonAllaria Wealth Management
Illinois
USD 2.6 M +USD 61.2 k +2,383 +2%
Allworth Financial
104
Allworth Financial
California
USD 2.58 M -USD 107 k -4,171 -4%
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
USD 2.58 M +USD 127 k +4,930 +5%
FWM
106
FMB Wealth Management
California
USD 2.52 M +USD 51.6 k +2,008 +2%
FJWM
107
Ferguson Johnson Wealth Management
Maryland
USD 2.42 M +USD 158 k +6,155 +7%
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
USD 2.42 M -USD 40.1 k -1,559 -2%
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
USD 2.21 M +USD 1.51 M +58,941 +230%
TP
110
Trailhead Planners
Minnesota
USD 2.2 M -USD 153 k -5,962 -7%
SageView Advisory Group
111
SageView Advisory Group
California
USD 2.01 M -USD 134 k -5,210 -6%
Sax Wealth Advisors
112
Sax Wealth Advisors
New Jersey
USD 1.95 M +USD 1.48 M +57,571 +230%
Greenwood Capital Associates
113
Greenwood Capital Associates
South Carolina
USD 1.93 M +USD 808 k +31,424 +75%
RPA
114
Redwood Park Advisors
California
USD 1.86 M -USD 11.3 k -441 -0.6%
GFM
115
GEN Financial Management
Minnesota
USD 1.85 M +USD 1.25 M +48,764 +222%
RFP
116
RCS Financial Planning
Maryland
USD 1.83 M +USD 35.2 k +1,368 +2%
FFG
117
First Financial Group
North Carolina
USD 1.8 M +USD 51.1 k +1,989 +3%
AssuredPartners Investment Advisors
118
AssuredPartners Investment Advisors
Florida
USD 1.79 M +USD 373 k +14,496 +27%
VPWA
119
Vestia Personal Wealth Advisors
Indiana
USD 1.79 M -USD 164 k -6,368 -9%
WAM
120
Weinberger Asset Management
California
USD 1.73 M +USD 114 k +4,446 +7%
CGN Advisors
121
CGN Advisors
Kansas
USD 1.65 M +USD 20.4 k +794 +1%
IWC
122
Infinity Wealth Counsel
Ohio
USD 1.52 M +USD 72.7 k +2,830 +5%
CA
123
Clune & Associates
Illinois
USD 1.48 M -USD 306 k -11,895 -17%
Signature Estate & Investment Advisors
124
Signature Estate & Investment Advisors
California
USD 1.48 M +USD 23.9 k +930 +2%
Apollon Wealth Management
125
Apollon Wealth Management
South Carolina
USD 1.47 M -USD 74.7 k -2,905 -5%
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