Dimensional US Real Est ETFDFARETF
13F holders, Q2 2026 (June 30)301holders +12
22new positions
14sold out
3famous investors
$26.18avg. 13F price*
At the end of Q2 2026, 301 institutions reported holding Dimensional US Real Est ETF (DFAR) in their 13F filings, up 12 from Q1 2026. 22 opened new positions and 14 sold out. The largest holders were Focus Partners Wealth ($88.1M), HighTower Advisors, LLC ($71.2M) and Root Financial Partners, LLC ($60.8M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Dimensional US Real Est ETF
- CUSIP
- 25434V823
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $22.2M |
| Exits | 14 | $34.9M |
All 13F filers, Q1 2026 → Q2 2026: 4,515,769 shares bought and 3,470,054 shares sold, net +1,045,715 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 301 holders
| Focus Partners Wealth | 0.09% | Reduce -5.8% | 3,366,656 | $88.1M |
| HighTower Advisors, LLC | 0.07% | Add +1.1% | 2,723,415 | $71.2M |
| Root Financial Partners, LLC | 2.36% | Add +9.8% | 2,326,002 | $60.8M |
| Vise Technologies, Inc. | 0.65% | Add +29.2% | 2,191,582 | $57.3M |
| Prudential Financial Inc. | 0.06% | Reduce -8.6% | 2,011,875 | $52.6M |
| Elwood & Goetz Wealth Advisory Group, LLC | 6.95% | Reduce -29.0% | 1,795,268 | $47.0M |
| RAM Investment Partners, LLC | 6.09% | Add +2.0% | 1,456,821 | $38.1M |
| Moisand Fitzgerald Tamayo, LLC | 3.72% | Add +0.8% | 1,455,484 | $38.1M |
| Savant Capital, LLC | 0.09% | Add +67.5% | 1,194,369 | $31.5M |
| Great Oak Capital Partners, LLC | 6.20% | Add +2.5% | 1,081,514 | $28.7M |
| Rather & Kittrell, Inc. | 3.69% | Add +0.4% | 1,008,922 | $26.4M |
| Beacon Pointe Advisors, LLC | 0.11% | Add +0.9% | 936,661 | $24.5M |
| Sequoia Financial Advisors, LLC | 0.10% | Add +7.2% | 757,577 | $19.8M |
| Burton Enright Welch | 2.31% | Add +7.5% | 750,411 | $19.6M |
| Wealth Dimensions Group, Ltd. | 3.36% | Add +2.0% | 717,843 | $18.8M |
| Phillips Financial Management, LLC | 1.26% | Reduce -5.5% | 657,049 | $17.2M |
| United Wealth Management, LLC | 3.53% | Add +1.0% | 600,451 | $15.7M |
| North Berkeley Wealth Management, LLC | 6.27% | Add +40.8% | 592,931 | $15.5M |
| Fidato Wealth LLC | 8.31% | Add +2.1% | 543,699 | $14.2M |
| LRI Investments, LLC | 1.09% | Add +12.2% | 518,972 | $13.6M |
| Core Wealth Management, Inc. | 3.71% | Add +4.0% | 504,582 | $13.2M |
| Jackson Thornton Wealth Management, LLC | 1.04% | Add +10.2% | 502,097 | $13.1M |
| Pathstone Holdings, LLC | 0.04% | Reduce -7.7% | 470,402 | $12.3M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +5.2% | 469,889 | $12.3M |
| Focus Partners Advisor Solutions, LLC | 0.10% | Add +5.3% | 451,563 | $11.8M |
| Onyx Financial Advisors, LLC | 4.16% | Add +6.9% | 441,767 | $11.6M |
| Pinney & Scofield, Inc. | 5.62% | Add +1.9% | 439,581 | $11.5M |
| Aspen Wealth Management LLC | 1.95% | Add +12.5% | 438,451 | $11.5M |
| Satovsky Asset Management LLC | 1.82% | Add +1.7% | 435,281 | $11.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.2% | 420,815 | $11.0M |
| Timonier Family Office, LTD. | 3.06% | — | 414,263 | $10.8M |
| LPL Financial LLC | 0.00% | Add +7.9% | 412,325 | $10.8M |
| Betterment LLC | 0.02% | Add +6.2% | 405,281 | $10.6M |
| Forum Financial Management, LP | 0.13% | Reduce -1.3% | 395,886 | $10.4M |
| Apella Capital, LLC | 0.15% | Reduce -0.6% | 386,053 | $10.3M |
| Crestmont Private Wealth LLC | 2.87% | Add +15.2% | 390,810 | $10.2M |
| Pillar Financial Advisors, LLC | 4.96% | Add +2.6% | 362,169 | $9.5M |
| Moneta Group Investment Advisors LLC | 0.06% | Add +347.5% | 332,365 | $8.7M |
| Straight Path Wealth Management | 2.02% | Add +2.4% | 329,831 | $8.6M |
| D. E. Shaw & Co. | 0.01% | Add +1751.5% | 323,800 | $8.5M |
| Financial Harvest, LLC | 3.47% | Add +8.9% | 320,415 | $8.4M |
| Atria Investments, Inc | 0.08% | New | 318,109 | $8.3M |
| Dynamic Advisor Solutions LLC | 0.23% | Reduce -2.0% | 308,340 | $8.1M |
| Curio Wealth, LLC | 2.44% | Add +5.4% | 300,258 | $7.9M |
| Awm Capital, LLC | 0.61% | Add +9.9% | 291,455 | $7.6M |
| Vannoy Advisory Group, Inc. | 4.18% | Add +0.1% | 282,604 | $7.4M |
| Beaird Harris Wealth Management, LLC | 0.42% | Reduce -38.1% | 258,386 | $6.8M |
| Pinnacle Financial Group, LLC / IL | 1.64% | Reduce -0.2% | 257,634 | $6.7M |
| Private Advisor Group, LLC | 0.03% | Reduce -12.8% | 256,111 | $6.7M |
| Oceanside Advisors LLC | 3.26% | Add +5.1% | 247,176 | $6.5M |
| Chicago Partners Investment Group LLC | 0.13% | Add +9.6% | 239,698 | $6.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.0% | 233,218 | $6.1M |
| Integrity Wealth Solutions LLC | 2.24% | Add +10.8% | 231,797 | $6.1M |
| Gradient Capital Advisors, LLC | 1.33% | Add +2.4% | 219,228 | $5.7M |
| Grand Wealth Management, LLC | 2.39% | Add +7.2% | 218,910 | $5.7M |
| Seneschal Advisors, LLC | 3.88% | Add +1.5% | 216,478 | $5.7M |
| Citrine Capital LLC | 2.07% | Add +14.5% | 213,752 | $5.6M |
| Modera Wealth Management, LLC | 0.06% | Add +2084.3% | 207,614 | $5.4M |
| Legacy Financial Group, Inc. | 1.23% | Reduce -0.6% | 201,626 | $5.3M |
| Hurlow Wealth Management Group, Inc. | 1.08% | Add +20.7% | 197,803 | $5.2M |
| Diversify Advisory Services, LLC | 0.09% | New | 189,461 | $5.2M |
| Diversify Wealth Management, LLC | 0.09% | Reduce -4.8% | 189,461 | $5.2M |
| DecisionPoint Financial, LLC | 0.94% | Add +0.0% | 194,205 | $5.1M |
| Arcadia Wealth Management, Inc. | 2.42% | Add +5.1% | 193,909 | $5.1M |
| Summit Wealth Group LLC / Co. | 0.41% | Add +2.5% | 187,675 | $4.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +1.0% | 184,946 | $4.8M |
| Professional Financial Solutions LLC | 3.76% | Add +11.4% | 184,840 | $4.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +42.8% | 183,448 | $4.8M |
| Rachor Investment Advisory Services, LLC | 2.34% | Add +3.0% | 181,735 | $4.8M |
| Warburton Capital Management, LLC | 1.92% | Add +13.0% | 180,576 | $4.7M |
| M Holdings Securities, Inc. | 0.64% | Reduce -6.8% | 176,421 | $4.7M |
| Disciplined Investments, LLC | 1.51% | Add +6.6% | 178,662 | $4.7M |
| AE Wealth Management LLC | 0.02% | Add +3.7% | 178,564 | $4.7M |
| Strathmore Capital Advisors, Inc. | 1.26% | Add +13.3% | 172,699 | $4.7M |
| BCU Wealth Advisors, LLC | 1.54% | Add +4.3% | 177,401 | $4.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.4% | 174,214 | $4.6M |
| Ruedi Wealth Management, Inc. | 1.06% | Add +2.2% | 172,857 | $4.5M |
| Bannerman Wealth Management Group, LLC | 2.51% | Add +4.2% | 164,429 | $4.3M |
| Burk Holdings LLC | 1.58% | Add +0.4% | 163,133 | $4.3M |
| Evanson Financial, LLC | 0.21% | — | 162,029 | $4.2M |
| Maryland Capital Advisors Inc. | 1.33% | — | 158,322 | $4.1M |
| MML Investors Services, LLC | 0.01% | Add +36.9% | 156,587 | $4.1M |
| Creative Planning | 0.00% | Reduce -3.1% | 154,582 | $4.0M |
| Rockwood Wealth Management, LLC | 0.25% | Reduce -6.0% | 153,284 | $4.0M |
| Integrated Wealth Concepts LLC | 0.03% | Add +2.5% | 153,121 | $4.0M |
| Strategic Wealth Advisors LLC | 3.25% | Reduce -8.5% | 165,957 | $3.8M |
| Aprio Wealth Management, LLC | 0.18% | Reduce -2.2% | 141,595 | $3.7M |
| Squire Investment Management Company, LLC | 0.86% | Add +0.5% | 136,916 | $3.6M |
| Glass Jacobson Investment Advisors llc | 1.09% | Add +6.0% | 133,373 | $3.5M |
| Johnson Wealth Management, LLC | 1.44% | Add +2.6% | 129,673 | $3.4M |
| PFG Advisors | 0.17% | Add +0.5% | 127,782 | $3.3M |
| Tillman Hartley LLC | 0.72% | Add +0.5% | 121,684 | $3.2M |
| Builder Investment Group Inc. | 0.63% | Add +1.9% | 121,280 | $3.2M |
| Osaic Holdings, Inc. | 0.00% | Add +26.5% | 120,455 | $3.2M |
| Note Advisors, LLC | 1.30% | Add +19.4% | 114,242 | $3.0M |
| Summit Wealth Group, LLC | 0.60% | Add +2.7% | 113,079 | $3.0M |
| Renaissance Technologies | 0.00% | New | 110,900 | $2.9M |
| Pacific Asset Management, LLC | 1.40% | Add +5.1% | 109,022 | $2.9M |
| DWR Wealth Management, LLC | 2.12% | Add +21.0% | 106,535 | $2.8M |
| Northern Trust Corp. | 0.00% | New | 108,349 | $2.8M |
"% of holder's portfolio" is DFAR's weight in each manager's 13F, not the share of Dimensional US Real Est ETF the manager owns.