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DFA Real Estate Securities Portfolio ETF Class Shares
DFAR
DFAR
24.47
USD
+0.38
1.58%
At close
Updated
Oct 9, 4:00 PM EDT
Pre-market
After hours
24.54
+0.07
0.29%
1 day
1.58%
5 days
1.41%
1 month
-4.38%
3 months
-6.92%
6 months
-1.37%
Year to date
6.67%
1 year
4.8%
5 years
-2.47%
10 years
-2.47%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 301 |
MPW
301
Magnolia Private Wealth
Philadelphia,
Pennsylvania
| – | -$241K | -10,540 | Closed |
|
| 302 |
SAM
302
Smartleaf Asset Management
Boston,
Massachusetts
| – | -$236K | -10,232 | Closed |
|
| 303 |
MWM
303
McMill Wealth Management
Norfolk,
Nebraska
| – | -$205K | -10,179 | Closed |
|
| 304 |
304
UBS Group
Zurich,
Switzerland
| – | -$78.5K | -3,430 | Closed |
|
| 305 |
EWA
305
EQ Wealth Advisors
Dallas,
Texas
| – | -$77.1K | -3,365 | Closed |
|
| 306 |
BGWM
306
Bridge Generations Wealth Management
South Miami,
Florida
| – | -$65.7K | -2,867 | Closed |
|
| 307 |
OC
307
Oakworth Capital
Birmingham,
Alabama
| – | -$38.1K | -1,663 | Closed |
|
| 308 |
308
Bessemer Group
Woodbridge,
New Jersey
| – | -$8K | -356 | Closed |
|
| 309 |
TCM
309
Triumph Capital Management
Denver,
Colorado
| – | -$542 | -24 | Closed |
|