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ícone de DFAR

DFA Real Estate Securities Portfolio ETF Class Shares
DFAR

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
US$ 88,1 mi -US$ 5,37 mi -208.934 -6%
HighTower Advisors
2
HighTower Advisors
Illinois
US$ 71,2 mi +US$ 734 mil +28.547 +1%
Root Financial Partners
3
Root Financial Partners
California
US$ 60,8 mi +US$ 5,36 mi +208.525 +10%
Vise Technologies
4
Vise Technologies
New York
US$ 57,3 mi +US$ 12,7 mi +495.017 +29%
Prudential Financial
5
Prudential Financial
New Jersey
US$ 52,6 mi -US$ 4,85 mi -188.850 -9%
Elwood & Goetz Wealth Advisory Group
6
Elwood & Goetz Wealth Advisory Group
Georgia
US$ 47 mi -US$ 18,9 mi -734.130 -29%
RAM Investment Partners
7
RAM Investment Partners
Washington
US$ 38,1 mi +US$ 746 mil +29.040 +2%
Moisand Fitzgerald Tamayo
8
Moisand Fitzgerald Tamayo
Florida
US$ 38,1 mi +US$ 280 mil +10.888 +0,8%
Savant Capital
9
Savant Capital
Illinois
US$ 31,5 mi +US$ 12,4 mi +481.443 +68%
GOCP
10
Great Oak Capital Partners
Massachusetts
US$ 28,7 mi +US$ 664 mil +25.839 +2%
Rather & Kittrell
11
Rather & Kittrell
Tennessee
US$ 26,4 mi +US$ 103 mil +4.015 +0,4%
Beacon Pointe Advisors
12
Beacon Pointe Advisors
California
US$ 24,5 mi +US$ 214 mil +8.322 +0,9%
Sequoia Financial Advisors
13
Sequoia Financial Advisors
Ohio
US$ 19,8 mi +US$ 1,3 mi +50.748 +7%
Burton Enright Welch
14
Burton Enright Welch
California
US$ 19,6 mi +US$ 1,34 mi +52.294 +7%
WDG
15
Wealth Dimensions Group
Ohio
US$ 18,8 mi +US$ 357 mil +13.908 +2%
Phillips Financial Management
16
Phillips Financial Management
Indiana
US$ 17,2 mi -US$ 974 mil -37.903 -5%
UWM
17
United Wealth Management
Virginia
US$ 15,7 mi +US$ 148 mil +5.746 +1%
NBWM
18
North Berkeley Wealth Management
California
US$ 15,5 mi +US$ 4,41 mi +171.714 +41%
FW
19
Fidato Wealth
Ohio
US$ 14,2 mi +US$ 288 mil +11.218 +2%
LRI Investments
20
LRI Investments
Florida
US$ 13,6 mi +US$ 1,45 mi +56.607 +12%
CWM
21
Core Wealth Management
Florida
US$ 13,2 mi +US$ 494 mil +19.231 +4%
Jackson Thornton Wealth Management
22
Jackson Thornton Wealth Management
Alabama
US$ 13,1 mi +US$ 1,19 mi +46.296 +10%
Pathstone Holdings
23
Pathstone Holdings
New Jersey
US$ 12,3 mi -US$ 1,01 mi -39.444 -8%
Concurrent Investment Advisors
24
Concurrent Investment Advisors
Florida
US$ 12,3 mi +US$ 592 mil +23.030 +5%
Focus Partners Advisor Solutions
25
Focus Partners Advisor Solutions
Missouri
US$ 11,8 mi +US$ 585 mil +22.764 +5%
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