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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
Beaird Harris Wealth Management
1
Beaird Harris Wealth Management
Texas
$3605万 +$232万 +109,601 +7%
Elwood & Goetz Wealth Advisory Group
2
Elwood & Goetz Wealth Advisory Group
Georgia
$3293万 +$234万 +110,772 +8%
HighTower Advisors
3
HighTower Advisors
Illinois
$2732万 +$274万 +129,510 +11%
Bridgeworth
4
Bridgeworth
Alabama
$2590万 +$320万 +151,165 +14%
RAM Investment Partners
5
RAM Investment Partners
Washington
$2453万 +$1762万 +833,204 +272%
Rather & Kittrell
6
Rather & Kittrell
Tennessee
$1489万 +$182万 +86,245 +14%
Arista Wealth Management
7
Arista Wealth Management
Nevada
$1367万 +$951万 +449,841 +243%
Brown Financial Advisory
8
Brown Financial Advisory
Alabama
$1334万 +$1155万 +546,055 +740%
Burton Enright Welch
9
Burton Enright Welch
California
$1205万 +$79.5万 +37,620 +7%
Forum Financial Management
10
Forum Financial Management
Illinois
$1086万 -$769万 -363,717 -42%
Integrated Wealth Concepts
11
Integrated Wealth Concepts
Massachusetts
$1069万 +$45.6万 +21,555 +5%
Relaxing Retirement Coach
12
Relaxing Retirement Coach
Massachusetts
$1010万 +$186万 +87,876 +23%
Forvis Mazars Wealth Advisors
13
Forvis Mazars Wealth Advisors
Missouri
$995万 +$206万 +97,287 +27%
AE Wealth Management
14
AE Wealth Management
Kansas
$817万 +$63.7万 +30,135 +9%
Carlson Capital Management
15
Carlson Capital Management
Minnesota
$784万 +$50.4万 +23,837 +7%
Core Wealth Management
16
Core Wealth Management
Florida
$716万 +$81.6万 +38,614 +13%
Bridgewater Advisors
17
Bridgewater Advisors
New York
$702万 +$96.2万 +45,503 +16%
RS
18
Retirement Solution
Washington
$675万 +$30万 +14,186 +5%
Asset Planning Corporation
19
Asset Planning Corporation
Tennessee
$617万 +$75.5万 +35,686 +14%
Phillips Financial Management
20
Phillips Financial Management
Indiana
$617万 +$93.6万 +44,264 +18%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$560万 +$105万 +49,549 +24%
Pinnacle Financial Group
22
Pinnacle Financial Group
Illinois
$519万 +$30.9万 +14,614 +6%
Willow Creek Wealth Management
23
Willow Creek Wealth Management
California
$515万 +$42.7万 +20,194 +9%
Spinnaker Investment Group
24
Spinnaker Investment Group
California
$467万 +$25.7万 +12,170 +6%
FirstPurpose Wealth
25
FirstPurpose Wealth
Utah
$461万 +$93.3万 +44,105 +26%