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DFA Real Estate Securities Portfolio ETF Class Shares
DFAR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Beaird Harris Wealth Management
1
Beaird Harris Wealth Management
Texas
USD 36.1 M +USD 2.32 M +109,601 +7%
Elwood & Goetz Wealth Advisory Group
2
Elwood & Goetz Wealth Advisory Group
Georgia
USD 32.9 M +USD 2.34 M +110,772 +8%
HighTower Advisors
3
HighTower Advisors
Illinois
USD 27.3 M +USD 2.74 M +129,510 +11%
Bridgeworth
4
Bridgeworth
Alabama
USD 25.9 M +USD 3.2 M +151,165 +14%
RAM Investment Partners
5
RAM Investment Partners
Washington
USD 24.5 M +USD 17.6 M +833,204 +272%
Rather & Kittrell
6
Rather & Kittrell
Tennessee
USD 14.9 M +USD 1.82 M +86,245 +14%
Arista Wealth Management
7
Arista Wealth Management
Nevada
USD 13.7 M +USD 9.5 M +449,841 +243%
Brown Financial Advisory
8
Brown Financial Advisory
Alabama
USD 13.3 M +USD 11.5 M +546,055 +740%
Burton Enright Welch
9
Burton Enright Welch
California
USD 12.1 M +USD 795 k +37,620 +7%
Forum Financial Management
10
Forum Financial Management
Illinois
USD 10.9 M -USD 7.69 M -363,717 -42%
Integrated Wealth Concepts
11
Integrated Wealth Concepts
Massachusetts
USD 10.7 M +USD 456 k +21,555 +5%
Relaxing Retirement Coach
12
Relaxing Retirement Coach
Massachusetts
USD 10.1 M +USD 1.86 M +87,876 +23%
Forvis Mazars Wealth Advisors
13
Forvis Mazars Wealth Advisors
Missouri
USD 10 M +USD 2.06 M +97,287 +27%
AE Wealth Management
14
AE Wealth Management
Kansas
USD 8.17 M +USD 637 k +30,135 +9%
Carlson Capital Management
15
Carlson Capital Management
Minnesota
USD 7.84 M +USD 504 k +23,837 +7%
Core Wealth Management
16
Core Wealth Management
Florida
USD 7.16 M +USD 816 k +38,614 +13%
Bridgewater Advisors
17
Bridgewater Advisors
New York
USD 7.02 M +USD 962 k +45,503 +16%
RS
18
Retirement Solution
Washington
USD 6.75 M +USD 300 k +14,186 +5%
Asset Planning Corporation
19
Asset Planning Corporation
Tennessee
USD 6.17 M +USD 755 k +35,686 +14%
Phillips Financial Management
20
Phillips Financial Management
Indiana
USD 6.17 M +USD 936 k +44,264 +18%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
USD 5.6 M +USD 1.05 M +49,549 +24%
Pinnacle Financial Group
22
Pinnacle Financial Group
Illinois
USD 5.19 M +USD 309 k +14,614 +6%
Willow Creek Wealth Management
23
Willow Creek Wealth Management
California
USD 5.15 M +USD 427 k +20,194 +9%
Spinnaker Investment Group
24
Spinnaker Investment Group
California
USD 4.67 M +USD 257 k +12,170 +6%
FirstPurpose Wealth
25
FirstPurpose Wealth
Utah
USD 4.61 M +USD 933 k +44,105 +26%
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