Dimensional US Real Est ETFDFARETF
13F holders, Q1 2024 (March 31)188holders
1famous investor
$22.34avg. 13F price*
At the end of Q1 2024, 188 institutions reported holding Dimensional US Real Est ETF (DFAR) in their 13F filings. The largest holders were Adero Partners, LLC ($44.6M), Beaird Harris Wealth Management, LLC ($40.5M) and HighTower Advisors, LLC ($40.5M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $3.1M |
| Exits | 9 | $1.3M |
Ownership 188 holders
| Adero Partners, LLC | 3.37% | Add +1076.6% | 1,992,838 | $44.6M |
| Beaird Harris Wealth Management, LLC | 3.95% | Add +5.1% | 1,811,017 | $40.5M |
| HighTower Advisors, LLC | 0.07% | Add +12.6% | 1,809,673 | $40.5M |
| Elwood & Goetz Wealth Advisory Group, LLC | 9.47% | Add +5.0% | 1,743,312 | $39.0M |
| RAM Investment Partners, LLC | 7.89% | Add +2.9% | 1,121,465 | $25.1M |
| Rather & Kittrell, Inc. | 5.47% | Add +0.5% | 817,900 | $18.3M |
| Brown Financial Advisory | 11.25% | Reduce -4.1% | 647,295 | $14.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.34% | Add +1.5% | 591,707 | $13.2M |
| Burton Enright Welch | 2.97% | Add +1.8% | 551,896 | $12.3M |
| Great Oak Capital Partners, LLC | 5.13% | Add +43.4% | 516,955 | $11.6M |
| Bridgewater Advisors Inc. | 1.70% | Reduce -0.4% | 508,437 | $11.4M |
| Integrated Wealth Concepts LLC | 0.16% | Add +0.7% | 501,603 | $11.2M |
| Exencial Wealth Advisors, LLC | 0.36% | Add +3319.8% | 426,314 | $9.5M |
| Forum Financial Management, LP | 0.16% | Add +1.2% | 420,430 | $9.4M |
| Root Financial Partners, LLC | 2.73% | Add +21.3% | 411,535 | $9.2M |
| Willow Creek Wealth Management Inc. | 1.07% | Reduce -2.9% | 410,333 | $9.2M |
| Core Wealth Management, Inc. | 3.90% | Add +9.3% | 402,228 | $9.0M |
| Phillips Financial Management, LLC | 0.73% | Add +10.0% | 396,302 | $8.9M |
| Fidato Wealth LLC | 7.43% | Add +2.3% | 370,480 | $8.3M |
| Crestmont Private Wealth LLC | 4.07% | Reduce -6.1% | 366,706 | $8.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.7% | 353,468 | $7.9M |
| Retirement Solution LLC | 2.09% | Add +0.4% | 344,317 | $7.7M |
| Asset Planning Corporation | 5.47% | Reduce -0.6% | 334,731 | $7.5M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +2.3% | 296,649 | $6.6M |
| Pinnacle Financial Group, LLC / IL | 2.91% | Add +7.5% | 296,045 | $6.6M |
| Wealth Dimensions Group, Ltd. | 1.88% | Add +17.1% | 285,084 | $6.4M |
| FirstPurpose Wealth LLC | 2.25% | Add +7.8% | 289,837 | $6.2M |
| Aspen Wealth Management LLC | 2.29% | Add +51.5% | 265,153 | $5.9M |
| Sequoia Financial Advisors, LLC | 0.07% | Add +9.9% | 264,392 | $5.9M |
| Onyx Financial Advisors, LLC | 3.54% | Add +30.9% | 255,811 | $5.7M |
| Austin Wealth Management, LLC | 1.34% | Reduce -9.1% | 249,566 | $5.4M |
| Vannoy Advisory Group, Inc. | 4.18% | Add +0.3% | 239,583 | $5.4M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -19.5% | 237,479 | $5.3M |
| Savant Capital, LLC | 0.06% | Reduce -21.6% | 232,365 | $5.2M |
| NewEdge Advisors, LLC | 0.04% | Add +9.5% | 228,121 | $5.1M |
| LPL Financial LLC | 0.00% | Add +0.9% | 221,652 | $5.0M |
| Dynamic Advisor Solutions LLC | 0.16% | Add +10.1% | 208,720 | $4.7M |
| Rockwood Wealth Management, LLC | 0.60% | Add +2.8% | 207,809 | $4.6M |
| Carlson Capital Management | 0.21% | Reduce -14.8% | 196,995 | $4.4M |
| Buckingham Strategic Wealth, LLC | 0.05% | Add +45.2% | 192,537 | $4.3M |
| Ruedi Wealth Management, Inc. | 1.67% | Add +0.1% | 177,662 | $4.0M |
| Oceanside Advisors LLC | 3.20% | Add +3.4% | 173,031 | $3.9M |
| Gradient Capital Advisors, LLC | 1.36% | Add +4.0% | 165,466 | $3.7M |
| Sax Wealth Advisors, LLC | 0.43% | Reduce -6.3% | 164,198 | $3.7M |
| PBMares Wealth Management LLC | 0.93% | Add +23.0% | 160,500 | $3.6M |
| DecisionPoint Financial, LLC | 1.42% | Add +38.3% | 172,149 | $3.6M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +5.4% | 155,618 | $3.5M |
| Evanson Asset Management, LLC | 0.26% | Add +19.1% | 155,487 | $3.5M |
| Mariner, LLC | 0.01% | Add +2.0% | 152,793 | $3.4M |
| Betterment LLC | 0.01% | Add +50.5% | 149,796 | $3.4M |
| Legacy Financial Group, Inc. | 1.29% | Add +18.8% | 146,660 | $3.3M |
| Straight Path Wealth Management | 1.77% | Add +11.0% | 140,858 | $3.2M |
| Satovsky Asset Management LLC | 0.92% | Add +6.2% | 140,740 | $3.1M |
| Grand Wealth Management, LLC | 1.45% | Add +17.3% | 136,142 | $3.0M |
| Chicago Partners Investment Group LLC | 0.13% | Add +17.1% | 144,137 | $3.0M |
| Pathstone Holdings, LLC | 0.01% | Reduce -5.9% | 123,220 | $2.8M |
| Monument Group Wealth Advisors, LLC | 1.98% | Add +27.2% | 119,534 | $2.7M |
| Maryland Capital Advisors Inc. | 1.60% | Add +5.6% | 115,463 | $2.6M |
| AE Wealth Management LLC | 0.03% | Reduce -79.0% | 115,099 | $2.6M |
| CarsonAllaria Wealth Management, Ltd. | 1.53% | Add +21.5% | 108,627 | $2.4M |
| Integrity Wealth Solutions LLC | 1.50% | Add +3.2% | 102,365 | $2.3M |
| Apollon Wealth Management, LLC | 0.07% | Add +2.8% | 96,667 | $2.2M |
| Hemington Wealth Management | 0.77% | Add +147.1% | 95,325 | $2.1M |
| White Wing Wealth Management | 1.77% | Reduce -7.3% | 96,890 | $2.1M |
| Jentner Corp | 0.74% | Reduce -1.4% | 94,751 | $2.1M |
| RFG Advisory, LLC | 0.07% | Reduce -1.5% | 94,453 | $2.1M |
| Disciplined Investments, LLC | 1.13% | Add +5.2% | 92,525 | $2.1M |
| Summit Wealth Group, LLC | 1.41% | Add +5.4% | 92,333 | $2.1M |
| Forum Private Client Group LLC | 0.97% | Add +46.4% | 89,387 | $2.0M |
| Signature Resources Capital Management, LLC | 1.81% | Reduce -3.8% | 84,883 | $1.9M |
| Corient Private Wealth LP | 0.00% | Reduce -7.8% | 85,685 | $1.9M |
| SageView Advisory Group, LLC | 0.09% | Add +0.4% | 80,530 | $1.8M |
| MML Investors Services, LLC | 0.01% | Add +7.7% | 78,845 | $1.8M |
| Tillman Hartley LLC | 0.60% | Add +4.4% | 77,574 | $1.7M |
| Glass Jacobson Investment Advisors llc | 0.64% | Add +12.2% | 75,577 | $1.7M |
| WPWealth LLP | 0.41% | Reduce -6.3% | 71,694 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.4% | 69,941 | $1.6M |
| RCS Financial Planning, LLC | 0.93% | Reduce -17.3% | 67,732 | $1.5M |
| Sowell Financial Services LLC | 0.07% | Add +10.9% | 67,342 | $1.5M |
| JMG Financial Group, Ltd. | 0.06% | Add +14.9% | 67,238 | $1.5M |
| BCU Wealth Advisors, LLC | 1.27% | Add +24.6% | 66,785 | $1.5M |
| Applied Capital LLC | 0.87% | Add +10.0% | 65,861 | $1.5M |
| Arista Wealth Management, LLC | 1.11% | Reduce -82.4% | 65,254 | $1.5M |
| Builder Investment Group Inc. | 0.41% | Add +1.3% | 63,192 | $1.4M |
| PFG Advisors | 0.10% | Add +7.7% | 62,123 | $1.4M |
| CGN Advisors LLC | 0.18% | Add +1.6% | 62,122 | $1.4M |
| Total Clarity Wealth Management, Inc. | 0.43% | Add +3.3% | 55,318 | $1.2M |
| DiNuzzo Private Wealth, Inc. | 0.17% | Reduce -0.6% | 54,680 | $1.2M |
| Porter White Investment Advisors, Inc. | 0.63% | Add +6.4% | 53,164 | $1.2M |
| Hutchinson Capital Management | 0.23% | Add +1.8% | 51,465 | $1.2M |
| ML & R Wealth Management LLC | 0.26% | Add +0.6% | 51,395 | $1.1M |
| Moisand Fitzgerald Tamayo, LLC | 0.17% | Add +6.6% | 49,665 | $1.1M |
| Arcadia Wealth Management, LLC | 0.68% | Add +2.6% | 48,970 | $1.1M |
| Andrews, Lucia Wealth Management LLC | 0.74% | Add +5.8% | 46,466 | $1.0M |
| American Investment Services, Inc. | 0.18% | Reduce -22.1% | 46,345 | $1.0M |
| Vawter Financial, Ltd. | 0.71% | Add +20.4% | 43,678 | $977K |
| Creative Planning | 0.00% | Add +21.1% | 41,219 | $922K |
| SOL Capital Management CO | 0.11% | Add +6.3% | 40,530 | $907K |
| Sterling Financial Planning, Inc. | 0.36% | Reduce -22.0% | 39,414 | $882K |
| Kestra Advisory Services, LLC | 0.01% | Reduce -6.7% | 39,132 | $875K |
| Advisory Alpha, LLC | 0.04% | Reduce -1.5% | 38,386 | $859K |
| Global Trust Asset Management, LLC | 0.34% | Add +6.9% | 37,020 | $828K |
| Heritage Wealth Management, Inc. | 0.82% | Reduce -9.2% | 36,957 | $827K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +128.6% | 34,311 | $768K |
| Osaic Holdings, Inc. | 0.00% | Add +25.6% | 33,164 | $742K |
| FMB Wealth Management | 0.57% | Add +5.7% | 31,895 | $714K |
| DBK Financial Counsel, LLC | 0.74% | Add +129.4% | 31,395 | $702K |
| Weinberger Asset Management, Inc | 0.31% | Add +17.3% | 28,599 | $640K |
| Raffa Wealth Management, LLC | 0.18% | Add +35.8% | 27,735 | $620K |
| Diversified Portfolios, Inc. | 0.08% | Add +1.8% | 26,875 | $601K |
| Drive Wealth Management, LLC | 0.17% | Reduce -23.9% | 26,833 | $600K |
| TAGStone Capital, Inc. | 0.33% | Add +97.5% | 25,383 | $568K |
| Empowered Funds, LLC | 0.01% | New | 24,008 | $537K |
| Lodestone Wealth Management LLC | 0.28% | Add +8.9% | 17,583 | $529K |
| Sprinkle Financial Consultants LLC | 0.45% | Add +23.5% | 23,425 | $524K |
| Austin Asset Management Co Inc | 0.11% | No change | 22,600 | $506K |
| Five Oceans Advisors | 0.25% | Add +1.9% | 22,113 | $495K |
| Fonville Wealth Management LLC | 0.22% | Reduce -4.5% | 21,921 | $490K |
| Walkner Condon Financial Advisors LLC | 0.10% | Add +133.8% | 21,740 | $486K |
| Firethorn Wealth Partners, LLC | 0.27% | Reduce -33.4% | 20,775 | $465K |
| Apella Capital, LLC | 0.02% | New | 20,350 | $452K |
| Melfa Wealth Management, Inc. | 0.32% | New | 20,029 | $448K |
| Northwest Wealth Management, LLC | 0.12% | Add +1.7% | 19,458 | $435K |
| Flagstone Financial Management | 0.17% | No change | 19,274 | $431K |
| Heritage Wealth Management, Inc./Texas | 0.28% | Reduce -4.5% | 19,146 | $428K |
| Annapolis Financial Services, LLC | 0.13% | Reduce -88.3% | 18,236 | $408K |
| Lakeridge Wealth Management LLC | 0.26% | Add +19.2% | 18,230 | $408K |
| SC&H Financial Advisors, Inc. | 0.11% | Add +14.9% | 18,193 | $407K |
| Dodds Wealth, LLC | 0.16% | Add +4.3% | 18,004 | $403K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.9% | 17,427 | $390K |
| Bridge Advisory, LLC | 0.19% | Reduce -1.9% | 16,823 | $376K |
| D. E. Shaw & Co. | 0.00% | New | 14,295 | $320K |
| Jane Street Group, LLC | 0.00% | Reduce -77.7% | 13,486 | $302K |
| CFS Investment Advisory Services, LLC | 0.05% | Reduce -12.4% | 13,475 | $301K |
| Private Advisor Group, LLC | 0.00% | Add +23.7% | 13,396 | $300K |
| Elevate Wealth Advisory, Inc. | 0.26% | Add +16.0% | 13,299 | $297K |
| Mission Wealth Management, LP | 0.01% | Add +0.7% | 13,187 | $295K |
| Hutchens & Kramer Investment Management Group, LLC | 0.17% | Reduce -8.3% | 12,748 | $280K |
| Modera Wealth Management, LLC | 0.00% | Add +0.0% | 12,266 | $274K |
| WorthPointe, LLC | 0.14% | New | 12,026 | $269K |
| CPA Asset Management Group, LLC | 0.15% | Reduce -53.4% | 12,023 | $269K |
| Susquehanna International Group, LLP | 0.00% | Reduce -70.3% | 11,978 | $268K |
| Simplicity Wealth,LLC | 0.01% | New | 11,951 | $267K |
| TCI Wealth Advisors, Inc. | 0.03% | Reduce -1.2% | 11,613 | $260K |
| Morton Capital Management LLC | 0.07% | Reduce -34.3% | 11,588 | $259K |
| EnRich Financial Partners LLC | 0.10% | New | 11,571 | $259K |
| Royal Bank of Canada | 0.00% | Add +47.6% | 11,353 | $254K |
| Tortoise Investment Management, LLC | 0.03% | Reduce -0.4% | 11,280 | $252K |
| Brookstone Capital Management | 0.00% | No change | 10,796 | $242K |
| Essential Planning, LLC. | 0.12% | Add +0.1% | 10,490 | $239K |
| Wescott Financial Advisory Group, LLC | 0.03% | No change | 10,439 | $234K |
| Yoder Wealth Management, Inc. | 0.15% | Reduce -17.7% | 10,135 | $227K |
| Cardiff Park Advisors, LLC | 0.02% | Add +0.0% | 9,794 | $219K |
| Townsquare Capital LLC | 0.00% | Add +0.6% | 9,468 | $212K |
| Physician Wealth Advisors, Inc. | 0.04% | New | 10,251 | $211K |
| Chevy Chase Trust Holdings, LLC | 0.00% | New | 8,984 | $201K |
| UMB Bank, n.a. | 0.00% | No change | 6,856 | $153K |
| Spire Wealth Management | 0.00% | Add +3.5% | 6,453 | $144K |
| McClarren Financial Advisors, Inc. | 0.09% | Add +0.1% | 5,605 | $126K |
| Frazier Financial Advisors, LLC | 0.10% | No change | 5,434 | $122K |
| Blue Trust, Inc. | 0.00% | Add +41.0% | 5,119 | $115K |
| Farther Finance Advisors, LLC | 0.01% | Add +0.0% | 4,817 | $106K |
| Blume Capital Management, Inc. | 0.02% | No change | 4,561 | $102K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 4,552 | $102K |
| McIlrath & Eck, LLC | 0.01% | No change | 4,215 | $94K |
| Sandy Spring Bank | 0.00% | Add +188.1% | 3,846 | $86K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +754.1% | 3,946 | $81K |
| Allworth Financial LP | 0.00% | Add +3.8% | 2,485 | $56K |
| Bogart Wealth, LLC | 0.00% | New | 1,697 | $38K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -16.7% | 1,521 | $34K |
| Angeles Wealth Management, LLC | 0.00% | Add +157.1% | 1,463 | $33K |
| JPMorgan Chase & Co. | 0.00% | Reduce -62.4% | 1,208 | $27K |
| Comerica Bank | 0.00% | No change | 1,178 | $26K |
| Lindbrook Capital, LLC | 0.00% | No change | 1,122 | $25K |
| Orion Capital Management LLC | 0.01% | No change | 1,039 | $23K |
| Kathleen S. Wright Associates Inc. | 0.01% | New | 779 | $17K |
| Cwm, LLC | 0.00% | Add +72800.0% | 729 | $16K |
| Colonial Trust Co / SC | 0.00% | New | 681 | $15K |
| Aptus Capital Advisors, LLC | 0.00% | New | 409 | $9K |
| Mather Group, Llc. | 0.00% | New | 376 | $9K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -51.9% | 139 | $3K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 90 | $2K |
| Morgan Stanley | 0.00% | Reduce -99.6% | 86 | $2K |
| Asset Dedication, LLC | 0.00% | No change | 25 | $1K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 13 | $291 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -99.0% | 7 | $157 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 6 | $134 |
| FMR LLC | 0.00% | New | 1 | $22 |
"% 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.