¡Ya estamos en ! Descubre más
icono de DFGR

Dimensional Global Real Estate ETF
DFGR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Forum Financial Management
1
Forum Financial Management
Illinois
USD 521 M +USD 13.7 M +477,857 +3%
Savant Capital
2
Savant Capital
Illinois
USD 445 M +USD 74.4 M +2,599,098 +20%
JMG Financial Group
3
JMG Financial Group
Illinois
USD 194 M +USD 10.5 M +366,346 +6%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
USD 115 M -USD 3.32 M -115,982 -3%
Brighton Jones LLC
5
Brighton Jones LLC
Washington
USD 87.8 M +USD 6.65 M +232,208 +8%
TCI Wealth Advisors
6
TCI Wealth Advisors
Arizona
USD 81.3 M +USD 604 k +21,100 +0.8%
Wealthspire Advisors (New York)
7
Wealthspire Advisors (New York)
New York
USD 80.5 M +USD 624 k +21,785 +0.8%
LFA
8
LifeGuide Financial Advisors
Pennsylvania
USD 75.1 M +USD 2.41 M +84,248 +3%
Focus Partners Advisor Solutions
9
Focus Partners Advisor Solutions
Missouri
USD 62.8 M +USD 11.2 M +391,145 +22%
DiNuzzo Private Wealth
10
DiNuzzo Private Wealth
Pennsylvania
USD 53.4 M +USD 130 k +4,529 +0.2%
MASECO Private Wealth
11
MASECO Private Wealth
USD 46.6 M +USD 1.52 M +53,177 +3%
LPL Financial
12
LPL Financial
California
USD 37.7 M +USD 2.34 M +81,583 +7%
Rather & Kittrell
13
Rather & Kittrell
Tennessee
USD 34.6 M +USD 2.39 M +83,586 +8%
Rockwood Wealth Management
14
Rockwood Wealth Management
Pennsylvania
USD 33.4 M +USD 4.17 M +145,642 +14%
Summit Financial Strategies
15
Summit Financial Strategies
Ohio
USD 32.4 M +USD 1.56 M +54,592 +5%
CCMI
16
Creative Capital Management Investments
California
USD 30.3 M +USD 4.27 M +148,926 +17%
Financial Plan Inc
17
Financial Plan Inc
Washington
USD 29.1 M +USD 2.25 M +78,663 +8%
Great Waters Wealth Management
18
Great Waters Wealth Management
Minnesota
USD 27.6 M +USD 1.81 M +63,369 +7%
WPWealth
19
WPWealth
Texas
USD 26.9 M -USD 1.01 M -35,376 -4%
GWMT
20
Guardian Wealth Management (Tennessee)
Tennessee
USD 26.4 M +USD 206 k +7,196 +0.8%
Wescott Financial Advisory Group
21
Wescott Financial Advisory Group
Pennsylvania
USD 26 M -USD 266 k -9,270 -1%
VP
22
Verisail Partners
Georgia
USD 25.2 M +USD 232 k +8,099 +0.9%
OneDigital Investment Advisors
23
OneDigital Investment Advisors
Kansas
USD 24 M +USD 196 k +6,855 +0.8%
Index Fund Advisors
24
Index Fund Advisors
California
USD 23.7 M -USD 1.79 M -62,347 -7%
RCI
25
RS Crum Inc
California
USD 19.5 M +USD 257 k +8,988 +1%
1
2 3 4 5