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DFA Real Estate Securities Portfolio ETF Class Shares
DFAR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
USD 84.1 M +USD 73 M +3,145,213 +712%
Prudential Financial
2
Prudential Financial
New Jersey
USD 58.4 M +USD 3.41 M +147,000 +6%
HighTower Advisors
3
HighTower Advisors
Illinois
USD 50.2 M -USD 9.42 M -405,742 -16%
Elwood & Goetz Wealth Advisory Group
4
Elwood & Goetz Wealth Advisory Group
Georgia
USD 48.6 M +USD 1.37 M +59,154 +3%
Beaird Harris Wealth Management
5
Beaird Harris Wealth Management
Texas
USD 42 M +USD 1.31 M +56,371 +3%
RAM Investment Partners
6
RAM Investment Partners
Washington
USD 29.7 M +USD 1.09 M +46,825 +4%
Moisand Fitzgerald Tamayo
7
Moisand Fitzgerald Tamayo
Florida
USD 28.2 M +USD 1.7 M +73,258 +6%
Root Financial Partners
8
Root Financial Partners
California
USD 24.7 M -USD 1.31 M -56,601 -5%
Great Oak Capital Partners
9
Great Oak Capital Partners
Massachusetts
USD 20.6 M +USD 1.29 M +55,403 +7%
Rather & Kittrell
10
Rather & Kittrell
Tennessee
USD 20.3 M +USD 200 k +8,623 +1%
Aprio Wealth Management
11
Aprio Wealth Management
Georgia
USD 16.2 M +USD 3.22 M +138,632 +25%
Phillips Financial Management
12
Phillips Financial Management
Indiana
USD 14.7 M +USD 589 k +25,352 +4%
Sequoia Financial Advisors
13
Sequoia Financial Advisors
Ohio
USD 14.6 M +USD 2.62 M +112,790 +22%
Savant Capital
14
Savant Capital
Illinois
USD 14.1 M -USD 2.31 M -99,507 -14%
Burton Enright Welch
15
Burton Enright Welch
California
USD 14 M +USD 472 k +20,321 +4%
Bridgewater Advisors
16
Bridgewater Advisors
New York
USD 13.4 M +USD 491 k +21,157 +4%
Wealth Dimensions Group
17
Wealth Dimensions Group
Ohio
USD 12 M +USD 818 k +35,237 +7%
Pathstone Holdings
18
Pathstone Holdings
New Jersey
USD 11.8 M +USD 7.81 M +336,587 +204%
Exencial Wealth Advisors
19
Exencial Wealth Advisors
Oklahoma
USD 11.4 M -USD 182 k -7,818 -2%
United Wealth Management
20
United Wealth Management
Virginia
USD 11.4 M +USD 103 k +4,428 +0.9%
Fidato Wealth
21
Fidato Wealth
Ohio
USD 10.8 M +USD 734 k +31,635 +7%
Core Wealth Management
22
Core Wealth Management
Florida
USD 10.7 M +USD 230 k +9,925 +2%
Hemington Wealth Management
23
Hemington Wealth Management
Virginia
USD 10.5 M -USD 643 k -27,678 -6%
Forum Financial Management
24
Forum Financial Management
Illinois
USD 9.44 M -USD 998 -43 -0%
Satovsky Asset Management
25
Satovsky Asset Management
New York
USD 9.36 M +USD 228 k +9,815 +3%
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