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 |
| Sterling Financial Planning, Inc. | 0.38% | Add +6.6% | 42,032 | $929K |
| Jane Street Group, LLC | 0.00% | Add +211.6% | 42,026 | $929K |
| Royal Bank of Canada | 0.00% | Add +256.9% | 40,518 | $895K |
| Kestra Advisory Services, LLC | 0.01% | Add +3.4% | 40,460 | $894K |
| DBK Financial Counsel, LLC | 0.95% | Add +25.2% | 39,305 | $869K |
| FMB Wealth Management | 0.65% | Add +21.3% | 38,681 | $855K |
| Great Valley Advisor Group, Inc. | 0.02% | New | 38,545 | $852K |
| Advisory Alpha, LLC | 0.03% | Reduce -1.3% | 37,881 | $837K |
| Heritage Wealth Management, Inc. | 0.81% | Add +2.2% | 37,778 | $835K |
| Global Trust Asset Management, LLC | 0.33% | Add +0.4% | 37,180 | $822K |
| Weinberger Asset Management, Inc | 0.37% | Add +23.8% | 35,395 | $782K |
| Private Advisor Group, LLC | 0.01% | Add +151.3% | 33,662 | $744K |
| Monument Group Wealth Advisors, LLC | 0.49% | Reduce -72.6% | 32,774 | $724K |
| Monograph Wealth Advisors, LLC | 0.10% | New | 30,375 | $671K |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.6% | 29,662 | $656K |
| TAGStone Capital, Inc. | 0.34% | Add +7.6% | 27,311 | $604K |
| Sprinkle Financial Consultants LLC | 0.47% | Add +16.1% | 27,194 | $601K |
| Five Oceans Advisors | 0.31% | Add +21.5% | 26,875 | $594K |
| Diversified Portfolios, Inc. | 0.08% | Reduce -0.3% | 26,781 | $592K |
| SOL Capital Management CO | 0.07% | Reduce -34.4% | 26,570 | $587K |
| Lodestone Wealth Management LLC | 0.28% | Add +5.8% | 18,597 | $535K |
| Arista Wealth Management, LLC | 0.14% | Reduce -63.4% | 23,881 | $528K |
| Drive Wealth Management, LLC | 0.14% | Reduce -11.8% | 23,654 | $523K |
| Raffa Wealth Management, LLC | 0.14% | Reduce -18.4% | 22,645 | $500K |
| Austin Asset Management Co Inc | 0.11% | No change | 22,600 | $499K |
| Walkner Condon Financial Advisors LLC | 0.10% | Reduce -0.5% | 21,627 | $478K |
| Fonville Wealth Management LLC | 0.19% | Reduce -3.5% | 21,165 | $468K |
| Lakeridge Wealth Management LLC | 0.27% | Add +13.3% | 20,660 | $457K |
| Apella Capital, LLC | 0.02% | Add +1.2% | 20,594 | $456K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -42.9% | 19,588 | $433K |
| Flagstone Financial Management | 0.16% | No change | 19,274 | $426K |
| Heritage Wealth Management, Inc./Texas | 0.27% | Add +0.6% | 19,266 | $426K |
| SC&H Financial Advisors, Inc. | 0.10% | Add +0.4% | 18,267 | $404K |
| Dodds Wealth, LLC | 0.16% | No change | 18,004 | $399K |
| Melfa Wealth Management, Inc. | 0.28% | Reduce -10.0% | 18,029 | $398K |
| Ariadne Wealth Management, LP | 0.31% | — | 17,984 | $397K |
| Northwest Wealth Management, LLC | 0.10% | Reduce -9.9% | 17,534 | $388K |
| Firethorn Wealth Partners, LLC | 0.22% | Reduce -17.0% | 17,234 | $381K |
| White Wing Wealth Management | 0.29% | Reduce -83.2% | 16,328 | $361K |
| Annapolis Financial Services, LLC | 0.11% | Reduce -18.3% | 14,906 | $329K |
| Dupree Financial Group, LLC | 0.16% | New | 14,873 | $329K |
| Bridge Advisory, LLC | 0.16% | Reduce -12.5% | 14,714 | $325K |
| CFS Investment Advisory Services, LLC | 0.02% | Add +1.1% | 13,630 | $301K |
| Elevate Wealth Advisory, Inc. | 0.24% | Add +1.8% | 13,535 | $299K |
| Simplicity Wealth,LLC | 0.01% | Add +9.2% | 13,044 | $288K |
| Yoder Wealth Management, Inc. | 0.18% | Add +23.8% | 12,550 | $277K |
| Hutchens & Kramer Investment Management Group, LLC | 0.15% | Reduce -2.1% | 12,478 | $273K |
| EnRich Financial Partners LLC | 0.10% | Add +4.9% | 12,140 | $268K |
| WorthPointe, LLC | 0.12% | No change | 12,026 | $266K |
| Tortoise Investment Management, LLC | 0.03% | Add +6.3% | 11,992 | $265K |
| TCI Wealth Advisors, Inc. | 0.02% | Add +0.0% | 11,618 | $257K |
| Brookstone Capital Management | 0.00% | Reduce -0.2% | 10,775 | $255K |
| Essential Planning, LLC. | 0.11% | Add +8.9% | 11,423 | $252K |
| Bank of New York Mellon Corp | 0.00% | New | 11,221 | $248K |
| Physician Wealth Advisors, Inc. | 0.04% | Reduce -2.8% | 9,961 | $233K |
| Mission Wealth Management, LP | 0.01% | Reduce -19.9% | 10,556 | $233K |
| Wescott Financial Advisory Group, LLC | 0.03% | No change | 10,439 | $231K |
| Wealthspan Partners, LLC | 0.12% | New | 9,943 | $220K |
| Morton Capital Management LLC | 0.05% | Reduce -14.4% | 9,914 | $219K |
| Cardiff Park Advisors, LLC | 0.02% | Add +0.1% | 9,800 | $217K |
| Townsquare Capital LLC | 0.00% | No change | 9,468 | $209K |
| UMB Bank, n.a. | 0.00% | No change | 6,856 | $152K |
| Spire Wealth Management | 0.01% | Add +0.3% | 6,469 | $143K |
| Frazier Financial Advisors, LLC | 0.10% | Add +8.8% | 5,914 | $131K |
| Sandy Spring Bank | 0.01% | Add +51.9% | 5,841 | $129K |
| Blue Trust, Inc. | 0.00% | No change | 5,119 | $115K |
| Blume Capital Management, Inc. | 0.02% | No change | 4,561 | $101K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 4,552 | $101K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -6.7% | 4,496 | $99K |
| McIlrath & Eck, LLC | 0.01% | No change | 4,215 | $93K |
| Morgan Stanley | 0.00% | Add +3837.2% | 3,386 | $75K |
| AdvisorNet Financial, Inc | 0.00% | Add +32.5% | 2,015 | $45K |
| Bogart Wealth, LLC | 0.00% | No change | 1,697 | $38K |
| JPMorgan Chase & Co. | 0.00% | Add +40.6% | 1,698 | $37K |
| Comerica Bank | 0.00% | No change | 1,178 | $26K |
| Orion Capital Management LLC | 0.01% | Add +4.0% | 1,080 | $24K |
| Kathleen S. Wright Associates Inc. | 0.01% | Add +21.9% | 950 | $21K |
| Colonial Trust Co / SC | 0.00% | No change | 681 | $15K |
| Coppell Advisory Solutions LLC | 0.00% | — | 499 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -88.3% | 462 | $11K |
| Qube Research & Technologies Ltd | 0.00% | New | 365 | $8K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -75.5% | 359 | $8K |
| Innealta Capital, LLC | 0.00% | New | 306 | $7K |
| Anfield Capital Management, LLC | 0.00% | New | 278 | $6K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Add +43.9% | 200 | $4K |
| Asset Dedication, LLC | 0.00% | Add +432.0% | 133 | $3K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 90 | $2K |
| Belpointe Asset Management LLC | 0.00% | New | 12 | $273 |
| SJS Investment Consulting Inc. | 0.00% | No change | 7 | $155 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 6 | $133 |
"% 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.