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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
Adero Partners
1
Adero Partners
California
US$ 65,2 mi +US$ 20,5 mi +956.688 +48%
HighTower Advisors
2
HighTower Advisors
Illinois
US$ 47,5 mi +US$ 7,25 mi +337.765 +19%
Elwood & Goetz Wealth Advisory Group
3
Elwood & Goetz Wealth Advisory Group
Georgia
US$ 41,5 mi +US$ 2,9 mi +135.246 +8%
Beaird Harris Wealth Management
4
Beaird Harris Wealth Management
Texas
US$ 37,1 mi -US$ 2,86 mi -133.242 -7%
Savant Capital
5
Savant Capital
Illinois
US$ 30,8 mi +US$ 25 mi +1.163.244 +501%
RAM Investment Partners
6
RAM Investment Partners
Washington
US$ 26,2 mi +US$ 1,33 mi +61.953 +6%
Moisand Fitzgerald Tamayo
7
Moisand Fitzgerald Tamayo
Florida
US$ 23,6 mi +US$ 21,9 mi +1.019.342 +2.052%
Rather & Kittrell
8
Rather & Kittrell
Tennessee
US$ 18,8 mi +US$ 738 mil +34.348 +4%
Great Oak Capital Partners
9
Great Oak Capital Partners
Massachusetts
US$ 17,8 mi +US$ 4,89 mi +227.508 +44%
Brown Financial Advisory
10
Brown Financial Advisory
Alabama
US$ 13,1 mi -US$ 1,19 mi -55.304 -9%
Burton Enright Welch
11
Burton Enright Welch
California
US$ 12,2 mi -US$ 29,4 mil -1.368 -0,2%
Root Financial Partners
12
Root Financial Partners
California
US$ 12,1 mi +US$ 2,92 mi +136.081 +33%
Bridgewater Advisors
13
Bridgewater Advisors
New York
US$ 11,4 mi -US$ 257 mil -11.984 -2%
Forvis Mazars Wealth Advisors
14
Forvis Mazars Wealth Advisors
Missouri
US$ 11,4 mi -US$ 1,61 mi -74.757 -13%
Exencial Wealth Advisors
15
Exencial Wealth Advisors
Oklahoma
US$ 10,8 mi +US$ 1,38 mi +64.295 +15%
Core Wealth Management
16
Core Wealth Management
Florida
US$ 10 mi +US$ 1,05 mi +49.068 +12%
Phillips Financial Management
17
Phillips Financial Management
Indiana
US$ 9,6 mi +US$ 866 mil +40.341 +10%
Willow Creek Wealth Management
18
Willow Creek Wealth Management
California
US$ 9,46 mi +US$ 378 mil +17.608 +4%
Forum Financial Management
19
Forum Financial Management
Illinois
US$ 9,29 mi -US$ 2,04 mil -95 -0%
Fidato Wealth
20
Fidato Wealth
Ohio
US$ 8,61 mi +US$ 415 mil +19.335 +5%
Satovsky Asset Management
21
Satovsky Asset Management
New York
US$ 8,53 mi +US$ 5,27 mi +245.188 +174%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
US$ 8,28 mi +US$ 458 mil +21.345 +6%
Dynamic Advisor Solutions
23
Dynamic Advisor Solutions
Arizona
US$ 7,77 mi +US$ 3,07 mi +142.945 +68%
Crestmont Private Wealth
24
Crestmont Private Wealth
Texas
US$ 7,77 mi -US$ 330 mil -15.343 -4%
Wealth Dimensions Group
25
Wealth Dimensions Group
Ohio
US$ 7,76 mi +US$ 1,42 mi +66.037 +23%
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