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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$ 84,1 mi +US$ 73 mi +3.145.213 +712%
Prudential Financial
2
Prudential Financial
New Jersey
US$ 58,4 mi +US$ 3,41 mi +147.000 +6%
HighTower Advisors
3
HighTower Advisors
Illinois
US$ 50,2 mi -US$ 9,42 mi -405.742 -16%
Elwood & Goetz Wealth Advisory Group
4
Elwood & Goetz Wealth Advisory Group
Georgia
US$ 48,6 mi +US$ 1,37 mi +59.154 +3%
Beaird Harris Wealth Management
5
Beaird Harris Wealth Management
Texas
US$ 42 mi +US$ 1,31 mi +56.371 +3%
RAM Investment Partners
6
RAM Investment Partners
Washington
US$ 29,7 mi +US$ 1,09 mi +46.825 +4%
Moisand Fitzgerald Tamayo
7
Moisand Fitzgerald Tamayo
Florida
US$ 28,2 mi +US$ 1,7 mi +73.258 +6%
Root Financial Partners
8
Root Financial Partners
California
US$ 24,7 mi -US$ 1,31 mi -56.601 -5%
Great Oak Capital Partners
9
Great Oak Capital Partners
Massachusetts
US$ 20,6 mi +US$ 1,29 mi +55.403 +7%
Rather & Kittrell
10
Rather & Kittrell
Tennessee
US$ 20,3 mi +US$ 200 mil +8.623 +1%
Aprio Wealth Management
11
Aprio Wealth Management
Georgia
US$ 16,2 mi +US$ 3,22 mi +138.632 +25%
Phillips Financial Management
12
Phillips Financial Management
Indiana
US$ 14,7 mi +US$ 589 mil +25.352 +4%
Sequoia Financial Advisors
13
Sequoia Financial Advisors
Ohio
US$ 14,6 mi +US$ 2,62 mi +112.790 +22%
Savant Capital
14
Savant Capital
Illinois
US$ 14,1 mi -US$ 2,31 mi -99.507 -14%
Burton Enright Welch
15
Burton Enright Welch
California
US$ 14 mi +US$ 472 mil +20.321 +4%
Bridgewater Advisors
16
Bridgewater Advisors
New York
US$ 13,4 mi +US$ 491 mil +21.157 +4%
Wealth Dimensions Group
17
Wealth Dimensions Group
Ohio
US$ 12 mi +US$ 818 mil +35.237 +7%
Pathstone Holdings
18
Pathstone Holdings
New Jersey
US$ 11,8 mi +US$ 7,81 mi +336.587 +204%
Exencial Wealth Advisors
19
Exencial Wealth Advisors
Oklahoma
US$ 11,4 mi -US$ 182 mil -7.818 -2%
United Wealth Management
20
United Wealth Management
Virginia
US$ 11,4 mi +US$ 103 mil +4.428 +0,9%
Fidato Wealth
21
Fidato Wealth
Ohio
US$ 10,8 mi +US$ 734 mil +31.635 +7%
Core Wealth Management
22
Core Wealth Management
Florida
US$ 10,7 mi +US$ 230 mil +9.925 +2%
Hemington Wealth Management
23
Hemington Wealth Management
Virginia
US$ 10,5 mi -US$ 643 mil -27.678 -6%
Forum Financial Management
24
Forum Financial Management
Illinois
US$ 9,44 mi -US$ 998 -43 -0%
Satovsky Asset Management
25
Satovsky Asset Management
New York
US$ 9,36 mi +US$ 228 mil +9.815 +3%
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