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DFA Real Estate Securities Portfolio ETF Class Shares
DFAR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
USD 231 M – – –
Beaird Harris Wealth Management
2
Beaird Harris Wealth Management
Texas
USD 21.5 M +USD 22.6 M +904,231 +3,736%
HighTower Advisors
3
HighTower Advisors
Illinois
USD 11.8 M +USD 12.8 M +512,700 Nuevas
Burton Enright Welch
4
Burton Enright Welch
California
USD 9.5 M -USD 3.15 M -126,071 -23%
ASI
5
Advisory Services & Investments
Oregon
USD 5.33 M +USD 5.77 M +230,817 Nuevas
Asset Planning Corporation
6
Asset Planning Corporation
Tennessee
USD 4.57 M +USD 291 k +11,644 +6%
Spinnaker Investment Group
7
Spinnaker Investment Group
California
USD 3.63 M +USD 418 k +16,699 +12%
Global Trust Asset Management
8
Global Trust Asset Management
Florida
USD 2.43 M +USD 2.63 M +105,331 Nuevas
Relaxing Retirement Coach
9
Relaxing Retirement Coach
Massachusetts
USD 2.02 M +USD 2.19 M +87,535 Nuevas
Jane Street
10
Jane Street
New York
USD 1.85 M +USD 2 M +80,025 Nuevas
Gradient Capital Advisors
11
Gradient Capital Advisors
California
USD 1.82 M +USD 1.4 M +55,883 +244%
Forvis Mazars Wealth Advisors
12
Forvis Mazars Wealth Advisors
Missouri
USD 1.81 M +USD 1.96 M +78,508 Nuevas
Forum Financial Management
13
Forum Financial Management
Illinois
USD 1.3 M +USD 1.4 M +56,104 Nuevas
Willow Creek Wealth Management
14
Willow Creek Wealth Management
California
USD 1.21 M +USD 1.31 M +52,185 Nuevas
Adero Partners
15
Adero Partners
California
USD 1.09 M +USD 1.19 M +47,377 Nuevas
Bridgewater Advisors
16
Bridgewater Advisors
New York
USD 783 k +USD 847 k +33,861 Nuevas
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
USD 778 k +USD 842 k +33,646 Nuevas
Phillips Financial Management
18
Phillips Financial Management
Indiana
USD 771 k +USD 835 k +33,372 Nuevas
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
USD 768 k +USD 585 k +23,385 +237%
Hutchinson Capital Management
20
Hutchinson Capital Management
California
USD 688 k +USD 745 k +29,768 Nuevas
AE Wealth Management
21
AE Wealth Management
Kansas
USD 639 k +USD 692 k +27,671 Nuevas
Rather & Kittrell
22
Rather & Kittrell
Tennessee
USD 562 k +USD 609 k +24,340 Nuevas
Beacon Pointe Advisors
23
Beacon Pointe Advisors
California
USD 523 k +USD 566 k +22,614 Nuevas
Firethorn Wealth Partners
24
Firethorn Wealth Partners
Georgia
USD 479 k +USD 183 k +7,329 +62%
Evanson Asset Management
25
Evanson Asset Management
California
USD 465 k +USD 264 k +10,565 +110%
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