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icono de DFGR

Dimensional Global Real Estate ETF
DFGR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Beacon Pointe Advisors
26
Beacon Pointe Advisors
California
USD 19.3 M -USD 4.26 M -148,710 -18%
Wealth Management Nebraska
27
Wealth Management Nebraska
Nebraska
USD 19.1 M +USD 1.13 M +39,370 +6%
Quantum Financial Advisors
28
Quantum Financial Advisors
California
USD 18.9 M +USD 223 k +7,800 +1%
IWM
29
Integris Wealth Management
California
USD 18.7 M +USD 1.04 M +36,470 +6%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
USD 18.3 M +USD 8.44 M +294,566 +87%
PWMG
31
Private Wealth Management Group
New Jersey
USD 17.9 M +USD 300 k +10,483 +2%
LFA
32
Level Financial Advisors
New York
USD 17.9 M +USD 1.03 M +35,833 +6%
Evanson Financial
33
Evanson Financial
Virginia
USD 16.6 M +USD 16.5 M +574,362 Nuevas
ACM
34
Aspen Capital Management
Idaho
USD 16 M +USD 209 k +7,303 +1%
Planning Center Inc
35
Planning Center Inc
Illinois
USD 16 M +USD 140 k +4,883 +0.9%
AWM Capital
36
AWM Capital
Arizona
USD 15.1 M +USD 5.35 M +186,795 +56%
SSC
37
Syverson Strege & Co
Iowa
USD 13.9 M +USD 64 k +2,236 +0.5%
Harbour Investments
38
Harbour Investments
Wisconsin
USD 13.6 M +USD 1.02 M +35,618 +8%
Geometric Wealth Advisors
39
Geometric Wealth Advisors
District of Columbia
USD 13.5 M +USD 600 k +20,944 +5%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
USD 13.3 M +USD 6.31 M +220,228 +93%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
USD 13.2 M +USD 518 k +18,098 +4%
McLean Asset Management
42
McLean Asset Management
Virginia
USD 12.8 M +USD 4.67 M +163,219 +61%
Allworth Financial
43
Allworth Financial
California
USD 12.4 M +USD 2.57 M +89,709 +26%
Flow Traders U.S.
44
Flow Traders U.S.
New York
USD 11.8 M +USD 11.6 M +405,981 Nuevas
AIS
45
American Investment Services
Massachusetts
USD 11.2 M +USD 800 k +27,946 +8%
SJS Investment Consulting
46
SJS Investment Consulting
Ohio
USD 11 M +USD 1.41 M +49,229 +15%
SFC
47
Sprinkle Financial Consultants
Colorado
USD 11 M +USD 91.1 k +3,181 +0.8%
XY Planning Network
48
XY Planning Network
Montana
USD 10.8 M +USD 805 k +28,115 +8%
BGWM
49
Bridge Generations Wealth Management
Florida
USD 10.7 M +USD 298 k +10,421 +3%
Vestmark Advisory Solutions
50
Vestmark Advisory Solutions
Massachusetts
USD 10.6 M -USD 1.28 M -44,721 -11%
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