Dimensional US Real Est ETFDFARETF
13F holders, Q2 2024 (June 30)190holders +2
12new positions
13sold out
1famous investor
$22.21avg. 13F price*
At the end of Q2 2024, 190 institutions reported holding Dimensional US Real Est ETF (DFAR) in their 13F filings, up 2 from Q1 2024. 12 opened new positions and 13 sold out. The largest holders were Adero Partners, LLC ($65.2M), HighTower Advisors, LLC ($47.5M) and Elwood & Goetz Wealth Advisory Group, LLC ($41.5M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $10.3M |
| Exits | 13 | $9.4M |
All 13F filers, Q1 2024 → Q2 2024: 6,129,599 shares bought and 1,799,885 shares sold, net +4,329,714 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 190 holders
| Adero Partners, LLC | 4.75% | Add +48.0% | 2,949,526 | $65.2M |
| HighTower Advisors, LLC | 0.07% | Add +18.7% | 2,147,438 | $47.5M |
| Elwood & Goetz Wealth Advisory Group, LLC | 11.79% | Add +7.8% | 1,878,558 | $41.5M |
| Beaird Harris Wealth Management, LLC | 3.49% | Reduce -7.4% | 1,677,775 | $37.1M |
| Savant Capital, LLC | 0.31% | Add +500.6% | 1,395,609 | $30.8M |
| RAM Investment Partners, LLC | 7.59% | Add +5.5% | 1,183,418 | $26.2M |
| Moisand Fitzgerald Tamayo, LLC | 3.54% | Add +2052.4% | 1,069,007 | $23.6M |
| Rather & Kittrell, Inc. | 5.18% | Add +4.2% | 852,248 | $18.8M |
| Great Oak Capital Partners, LLC | 6.71% | Add +44.0% | 744,463 | $17.8M |
| Brown Financial Advisory | 10.06% | Reduce -8.5% | 591,991 | $13.1M |
| Burton Enright Welch | 2.80% | Reduce -0.3% | 550,528 | $12.2M |
| Root Financial Partners, LLC | 2.83% | Add +33.1% | 547,616 | $12.1M |
| Bridgewater Advisors Inc. | 1.42% | Reduce -2.4% | 496,453 | $11.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.29% | Reduce -12.6% | 516,950 | $11.4M |
| Exencial Wealth Advisors, LLC | 0.41% | Add +15.1% | 490,609 | $10.8M |
| Core Wealth Management, Inc. | 4.05% | Add +12.2% | 451,296 | $10.0M |
| Phillips Financial Management, LLC | 0.80% | Add +10.2% | 436,643 | $9.6M |
| Willow Creek Wealth Management Inc. | 1.08% | Add +4.3% | 427,941 | $9.5M |
| Forum Financial Management, LP | 0.17% | Reduce -0.0% | 420,335 | $9.3M |
| Fidato Wealth LLC | 7.61% | Add +5.2% | 389,815 | $8.6M |
| Satovsky Asset Management LLC | 2.05% | Add +174.2% | 385,928 | $8.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.0% | 374,813 | $8.3M |
| Dynamic Advisor Solutions LLC | 0.24% | Add +68.5% | 351,665 | $7.8M |
| Crestmont Private Wealth LLC | 3.74% | Reduce -4.2% | 351,363 | $7.8M |
| Wealth Dimensions Group, Ltd. | 2.21% | Add +23.2% | 351,121 | $7.8M |
| Diversify Wealth Management, LLC | 0.96% | — | 330,693 | $7.7M |
| Asset Planning Corporation | 5.53% | Reduce -0.1% | 334,373 | $7.4M |
| Aspen Wealth Management LLC | 2.52% | Add +24.5% | 330,190 | $7.3M |
| Sequoia Financial Advisors, LLC | 0.08% | Add +17.6% | 311,060 | $6.9M |
| Pinnacle Financial Group, LLC / IL | 2.84% | Add +1.6% | 300,703 | $6.6M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -7.7% | 273,892 | $6.1M |
| Onyx Financial Advisors, LLC | 3.61% | Add +6.7% | 273,036 | $6.0M |
| LPL Financial LLC | 0.00% | Add +18.4% | 262,437 | $5.8M |
| Austin Wealth Management, LLC | 1.32% | Reduce -1.3% | 246,234 | $5.6M |
| Vannoy Advisory Group, Inc. | 4.25% | Add +3.5% | 247,919 | $5.5M |
| Rockwood Wealth Management, LLC | 0.60% | Add +7.1% | 222,590 | $4.9M |
| Buckingham Strategic Wealth, LLC | 0.05% | Add +13.9% | 219,250 | $4.8M |
| Chicago Partners Investment Group LLC | 0.17% | Add +29.7% | 186,965 | $4.4M |
| DecisionPoint Financial, LLC | 1.43% | Add +4.9% | 180,522 | $4.3M |
| Evanson Asset Management, LLC | 0.31% | Add +24.0% | 192,799 | $4.3M |
| Carlson Capital Management | 0.19% | Reduce -4.9% | 187,263 | $4.1M |
| PBMares Wealth Management LLC | 1.01% | Add +16.6% | 187,142 | $4.1M |
| Ruedi Wealth Management, Inc. | 1.61% | Add +4.3% | 185,234 | $4.1M |
| Betterment LLC | 0.01% | Add +20.5% | 180,457 | $4.0M |
| Oceanside Advisors LLC | 3.18% | Add +2.8% | 177,932 | $3.9M |
| Gradient Capital Advisors, LLC | 1.35% | Add +3.4% | 171,103 | $3.8M |
| Straight Path Wealth Management | 1.92% | Add +19.8% | 168,778 | $3.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +5.6% | 164,338 | $3.6M |
| Aprio Wealth Management, LLC | 0.65% | New | 160,211 | $3.5M |
| Legacy Financial Group, Inc. | 1.32% | Add +7.4% | 157,556 | $3.5M |
| Jackson Thornton Wealth Management, LLC | 0.52% | New | 154,990 | $3.4M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -71.1% | 145,011 | $3.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -40.4% | 141,544 | $3.1M |
| Mariner, LLC | 0.01% | Reduce -10.9% | 136,107 | $3.0M |
| Hemington Wealth Management | 0.99% | Add +39.7% | 133,161 | $2.9M |
| AE Wealth Management LLC | 0.03% | Add +8.3% | 124,693 | $2.8M |
| Maryland Capital Advisors Inc. | 1.42% | Add +3.2% | 119,123 | $2.6M |
| CarsonAllaria Wealth Management, Ltd. | 1.55% | Add +5.8% | 114,949 | $2.5M |
| Sax Wealth Advisors, LLC | 0.24% | Reduce -30.3% | 114,374 | $2.5M |
| Grand Wealth Management, LLC | 1.44% | Reduce -19.2% | 109,994 | $2.4M |
| Integrity Wealth Solutions LLC | 1.54% | Add +4.7% | 107,139 | $2.4M |
| NewEdge Advisors, LLC | 0.02% | Reduce -53.2% | 106,774 | $2.4M |
| Strategic Investment Solutions, Inc. | 0.72% | — | 93,778 | $2.2M |
| RCS Financial Planning, LLC | 1.28% | Add +45.6% | 98,604 | $2.2M |
| Forum Private Client Group LLC | 1.01% | Add +7.8% | 96,394 | $2.1M |
| Summit Wealth Group, LLC | 0.64% | Add +4.1% | 96,140 | $2.1M |
| RFG Advisory, LLC | 0.07% | Reduce -0.5% | 93,956 | $2.1M |
| Creative Planning | 0.00% | Add +124.5% | 92,516 | $2.0M |
| Disciplined Investments, LLC | 1.08% | Reduce -0.4% | 92,146 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Reduce -27.1% | 89,880 | $2.0M |
| Tillman Hartley LLC | 0.64% | Add +10.0% | 85,349 | $1.9M |
| MML Investors Services, LLC | 0.01% | Add +7.9% | 85,045 | $1.9M |
| Apollon Wealth Management, LLC | 0.06% | Reduce -12.2% | 84,867 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +19.0% | 83,242 | $1.8M |
| Glass Jacobson Investment Advisors llc | 0.66% | Add +9.2% | 82,554 | $1.8M |
| Corient Private Wealth LP | 0.00% | Reduce -4.8% | 81,548 | $1.8M |
| SageView Advisory Group, LLC | 0.11% | Add +0.9% | 81,290 | $1.8M |
| BCU Wealth Advisors, LLC | 1.26% | Add +15.3% | 76,970 | $1.7M |
| Applied Capital LLC | 0.93% | Add +11.5% | 73,415 | $1.6M |
| WPWealth LLP | 0.38% | Reduce -0.2% | 71,532 | $1.6M |
| Signature Resources Capital Management, LLC | 1.31% | Reduce -15.8% | 71,501 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +298.5% | 69,454 | $1.5M |
| JMG Financial Group, Ltd. | 0.06% | No change | 67,238 | $1.5M |
| Jentner Corp | 0.49% | Reduce -29.1% | 67,180 | $1.5M |
| Sowell Financial Services LLC | 0.07% | Reduce -0.6% | 66,926 | $1.5M |
| PFG Advisors | 0.10% | Add +7.7% | 66,874 | $1.5M |
| CGN Advisors LLC | 0.17% | Add +6.9% | 66,427 | $1.5M |
| Builder Investment Group Inc. | 0.38% | Reduce -0.7% | 62,754 | $1.4M |
| Total Clarity Wealth Management, Inc. | 0.43% | Add +1.0% | 55,848 | $1.2M |
| DiNuzzo Private Wealth, Inc. | 0.16% | Add +0.5% | 54,960 | $1.2M |
| Allworth Financial LP | 0.01% | Add +1849.1% | 48,436 | $1.1M |
| Vawter Financial, Ltd. | 0.77% | Add +16.5% | 50,904 | $1.1M |
| Arcadia Wealth Management, LLC | 0.64% | Add +3.5% | 50,672 | $1.1M |
| Andrews, Lucia Wealth Management LLC | 0.73% | No change | 46,466 | $1.0M |
| American Investment Services, Inc. | 0.18% | Reduce -0.1% | 46,315 | $1.0M |
| Red Lighthouse Investment Management, LLC | 0.43% | New | 46,180 | $1.0M |
| Vestia Personal Wealth Advisors | 1.08% | — | 45,883 | $1.0M |
| D. E. Shaw & Co. | 0.00% | Add +221.0% | 45,889 | $1.0M |
| Hutchinson Capital Management | 0.20% | Reduce -15.5% | 43,503 | $961K |
| Porter White Investment Advisors, Inc. | 0.51% | Reduce -18.5% | 43,344 | $958K |
"% 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.