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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
AWM
151
Austin Wealth Management
Texas
USD 1.06 M -USD 9.28 k -361 -0.9%
Susquehanna International Group
152
Susquehanna International Group
Pennsylvania
USD 1.03 M +USD 40.5 k +1,576 +4%
Mission Wealth Management
153
Mission Wealth Management
California
USD 1.01 M +USD 265 k +10,298 +36%
GWMT
154
Guardian Wealth Management (Tennessee)
Tennessee
USD 1 M -USD 95.6 k -3,720 -9%
Stokes Family Office
155
Stokes Family Office
Louisiana
USD 993 k -USD 5.36 M -208,538 -85%
FPCG
156
Forum Private Client Group
Indiana
USD 992 k -USD 80.9 k -3,146 -8%
MW
157
Marrick Wealth
California
USD 980 k +USD 514 +20 +0.1%
SIS
158
Strategic Investment Solutions
Illinois
USD 917 k -USD 1.23 k -48 -0.1%
Advisory Alpha
159
Advisory Alpha
Michigan
USD 884 k +USD 2.6 k +101 +0.3%
SA
160
Stolz & Associates
Washington
USD 883 k +USD 34.3 k +1,335 +4%
AWMM
161
Aegis Wealth Management (Maryland)
Maryland
USD 831 k – – –
LWM
162
Lakeridge Wealth Management
Ohio
USD 813 k -USD 44 k -1,712 -5%
ARA
163
Approach Retirement Advisors
Alabama
USD 807 k -USD 24.4 k -949 -3%
FF
164
Frankly Finances
Florida
USD 800 k +USD 157 k +6,100 +25%
Atlantic Union Bankshares
165
Atlantic Union Bankshares
Virginia
USD 756 k -USD 34.6 k -1,345 -4%
Cardiff Park Advisors
166
Cardiff Park Advisors
California
USD 741 k +USD 163 k +6,334 +29%
Caprock Group
167
Caprock Group
Idaho
USD 732 k – – –
Greenspring Advisors
168
Greenspring Advisors
Maryland
USD 726 k +USD 65.6 k +2,553 +10%
Parkwoods Wealth Partners
169
Parkwoods Wealth Partners
New York
USD 719 k -USD 2 k -78 -0.3%
Quantinno Capital Management
170
Quantinno Capital Management
New York
USD 708 k +USD 62.2 k +2,419 +10%
E
171
EntreWealth
Texas
USD 694 k -USD 13.8 k -538 -2%
Monograph Wealth Advisors
172
Monograph Wealth Advisors
California
USD 666 k – – –
SWM
173
SpringVest Wealth Management
Texas
USD 664 k +USD 5.73 k +223 +0.9%
Tortoise Investment Management
174
Tortoise Investment Management
New York
USD 629 k +USD 141 k +5,500 +30%
AIS
175
American Investment Services
Massachusetts
USD 626 k +USD 6.19 k +241 +1%
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