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icono de DFGR

Dimensional Global Real Estate ETF
DFGR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Oath Planning
226
Oath Planning
Oklahoma
USD 626 k +USD 11.8 k +413 +2%
Essential Planning
227
Essential Planning
New Hampshire
USD 610 k +USD 127 k +4,419 +27%
Abacus Wealth Partners
228
Abacus Wealth Partners
California
USD 607 k -USD 104 k -3,648 -15%
Great Valley Advisor Group
229
Great Valley Advisor Group
Delaware
USD 602 k +USD 51.4 k +1,795 +9%
Delap Wealth Advisory
230
Delap Wealth Advisory
Oregon
USD 601 k -USD 6.9 k -241 -1%
Jackson Thornton Wealth Management
231
Jackson Thornton Wealth Management
Alabama
USD 562 k +USD 2.46 k +86 +0.4%
Tactive Advisors
232
Tactive Advisors
Florida
USD 524 k -USD 1.17 M -40,918 -69%
Mission Hills Financial Advisory
233
Mission Hills Financial Advisory
California
USD 517 k +USD 511 k +17,853 Nuevas
Foundation Wealth Management (Pennsylvania)
234
Foundation Wealth Management (Pennsylvania)
Pennsylvania
USD 508 k – – –
Simplicity Wealth
235
Simplicity Wealth
New Jersey
USD 505 k +USD 164 k +5,724 +49%
NWAM LLC
236
NWAM LLC
Washington
USD 485 k +USD 60.3 k +2,105 +14%
Five Oceans Advisors
237
Five Oceans Advisors
California
USD 482 k -USD 12.7 k -443 -3%
Triad Wealth Partners
238
Triad Wealth Partners
Kansas
USD 477 k +USD 100 k +3,504 +28%
SignatureFD
239
SignatureFD
Georgia
USD 471 k +USD 69.6 k +2,429 +18%
Selective Wealth Management
240
Selective Wealth Management
Virginia
USD 455 k +USD 188 k +6,550 +76%
Kestra Private Wealth Services
241
Kestra Private Wealth Services
Texas
USD 452 k +USD 447 k +15,590 Nuevas
Navigate Wealth Management
242
Navigate Wealth Management
Alabama
USD 446 k – – –
Two West Capital Advisors
243
Two West Capital Advisors
Kansas
USD 422 k +USD 22.1 k +773 +6%
Mills Wealth Advisors
244
Mills Wealth Advisors
Texas
USD 417 k +USD 31.3 k +1,094 +8%
Brookstone Capital Management
245
Brookstone Capital Management
Illinois
USD 415 k +USD 69 k +2,408 +20%
Wells Fargo
246
Wells Fargo
California
USD 400 k +USD 279 k +9,745 +240%
Investmark Advisory Group
247
Investmark Advisory Group
Connecticut
USD 398 k +USD 43.4 k +1,515 +12%
Cetera Investment Advisers
248
Cetera Investment Advisers
Illinois
USD 398 k – – –
INVST
249
INVST
Indiana
USD 393 k +USD 60.1 k +2,099 +18%
Wolfstich Capital
250
Wolfstich Capital
Massachusetts
USD 393 k +USD 383 k +13,388 Nuevas
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