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DFA Real Estate Securities Portfolio ETF Class Shares
DFAR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Adero Partners
1
Adero Partners
California
USD 65.2 M +USD 20.5 M +956,688 +48%
HighTower Advisors
2
HighTower Advisors
Illinois
USD 47.5 M +USD 7.25 M +337,765 +19%
Elwood & Goetz Wealth Advisory Group
3
Elwood & Goetz Wealth Advisory Group
Georgia
USD 41.5 M +USD 2.9 M +135,246 +8%
Beaird Harris Wealth Management
4
Beaird Harris Wealth Management
Texas
USD 37.1 M -USD 2.86 M -133,242 -7%
Savant Capital
5
Savant Capital
Illinois
USD 30.8 M +USD 25 M +1,163,244 +501%
RAM Investment Partners
6
RAM Investment Partners
Washington
USD 26.2 M +USD 1.33 M +61,953 +6%
Moisand Fitzgerald Tamayo
7
Moisand Fitzgerald Tamayo
Florida
USD 23.6 M +USD 21.9 M +1,019,342 +2,052%
Rather & Kittrell
8
Rather & Kittrell
Tennessee
USD 18.8 M +USD 738 k +34,348 +4%
Great Oak Capital Partners
9
Great Oak Capital Partners
Massachusetts
USD 17.8 M +USD 4.89 M +227,508 +44%
Brown Financial Advisory
10
Brown Financial Advisory
Alabama
USD 13.1 M -USD 1.19 M -55,304 -9%
Burton Enright Welch
11
Burton Enright Welch
California
USD 12.2 M -USD 29.4 k -1,368 -0.2%
Root Financial Partners
12
Root Financial Partners
California
USD 12.1 M +USD 2.92 M +136,081 +33%
Bridgewater Advisors
13
Bridgewater Advisors
New York
USD 11.4 M -USD 257 k -11,984 -2%
Forvis Mazars Wealth Advisors
14
Forvis Mazars Wealth Advisors
Missouri
USD 11.4 M -USD 1.61 M -74,757 -13%
Exencial Wealth Advisors
15
Exencial Wealth Advisors
Oklahoma
USD 10.8 M +USD 1.38 M +64,295 +15%
Core Wealth Management
16
Core Wealth Management
Florida
USD 10 M +USD 1.05 M +49,068 +12%
Phillips Financial Management
17
Phillips Financial Management
Indiana
USD 9.6 M +USD 866 k +40,341 +10%
Willow Creek Wealth Management
18
Willow Creek Wealth Management
California
USD 9.46 M +USD 378 k +17,608 +4%
Forum Financial Management
19
Forum Financial Management
Illinois
USD 9.29 M -USD 2.04 k -95 -0%
Fidato Wealth
20
Fidato Wealth
Ohio
USD 8.61 M +USD 415 k +19,335 +5%
Satovsky Asset Management
21
Satovsky Asset Management
New York
USD 8.53 M +USD 5.27 M +245,188 +174%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
USD 8.28 M +USD 458 k +21,345 +6%
Dynamic Advisor Solutions
23
Dynamic Advisor Solutions
Arizona
USD 7.77 M +USD 3.07 M +142,945 +68%
Crestmont Private Wealth
24
Crestmont Private Wealth
Texas
USD 7.77 M -USD 330 k -15,343 -4%
Wealth Dimensions Group
25
Wealth Dimensions Group
Ohio
USD 7.76 M +USD 1.42 M +66,037 +23%
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