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DFA Real Estate Securities Portfolio ETF Class Shares

名前 保有額 取引額 株数
増減
保有比率の
変化
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$8807万 -$537万 -208,934 -6%
HighTower Advisors
2
HighTower Advisors
Illinois
$7124万 +$73.4万 +28,547 +1%
Root Financial Partners
3
Root Financial Partners
California
$6085万 +$536万 +208,525 +10%
Vise Technologies
4
Vise Technologies
New York
$5733万 +$1272万 +495,017 +29%
Prudential Financial
5
Prudential Financial
New Jersey
$5263万 -$485万 -188,850 -9%
Elwood & Goetz Wealth Advisory Group
6
Elwood & Goetz Wealth Advisory Group
Georgia
$4696万 -$1887万 -734,130 -29%
RAM Investment Partners
7
RAM Investment Partners
Washington
$3811万 +$74.6万 +29,040 +2%
Moisand Fitzgerald Tamayo
8
Moisand Fitzgerald Tamayo
Florida
$3808万 +$28万 +10,888 +0.8%
Savant Capital
9
Savant Capital
Illinois
$3153万 +$1237万 +481,443 +68%
GOCP
10
Great Oak Capital Partners
Massachusetts
$2869万 +$66.4万 +25,839 +2%
Rather & Kittrell
11
Rather & Kittrell
Tennessee
$2639万 +$10.3万 +4,015 +0.4%
Beacon Pointe Advisors
12
Beacon Pointe Advisors
California
$2450万 +$21.4万 +8,322 +0.9%
Sequoia Financial Advisors
13
Sequoia Financial Advisors
Ohio
$1982万 +$130万 +50,748 +7%
Burton Enright Welch
14
Burton Enright Welch
California
$1963万 +$134万 +52,294 +7%
WDG
15
Wealth Dimensions Group
Ohio
$1878万 +$35.7万 +13,908 +2%
Phillips Financial Management
16
Phillips Financial Management
Indiana
$1719万 -$97.4万 -37,903 -5%
UWM
17
United Wealth Management
Virginia
$1571万 +$14.8万 +5,746 +1%
NBWM
18
North Berkeley Wealth Management
California
$1551万 +$441万 +171,714 +41%
FW
19
Fidato Wealth
Ohio
$1422万 +$28.8万 +11,218 +2%
LRI Investments
20
LRI Investments
Florida
$1358万 +$145万 +56,607 +12%
CWM
21
Core Wealth Management
Florida
$1320万 +$49.4万 +19,231 +4%
Jackson Thornton Wealth Management
22
Jackson Thornton Wealth Management
Alabama
$1313万 +$119万 +46,296 +10%
Pathstone Holdings
23
Pathstone Holdings
New Jersey
$1231万 -$101万 -39,444 -8%
Concurrent Investment Advisors
24
Concurrent Investment Advisors
Florida
$1229万 +$59.2万 +23,030 +5%
Focus Partners Advisor Solutions
25
Focus Partners Advisor Solutions
Missouri
$1181万 +$58.5万 +22,764 +5%