Dimensional US Real Est ETFDFARETF
13F holders, Q3 2024 (September 30)210holders +20
26new positions
7sold out
1famous investor
$25.55avg. 13F price*
At the end of Q3 2024, 210 institutions reported holding Dimensional US Real Est ETF (DFAR) in their 13F filings, up 20 from Q2 2024. 26 opened new positions and 7 sold out. The largest holders were Adero Partners, LLC ($75.6M), HighTower Advisors, LLC ($56.3M) and Elwood & Goetz Wealth Advisory Group, LLC ($49.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional US Real Est ETF
- CUSIP
- 25434V823
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $16.6M |
| Exits | 7 | $2.0M |
All 13F filers, Q2 2024 → Q3 2024: 1,974,741 shares bought and 968,346 shares sold, net +1,006,395 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 210 holders
| Adero Partners, LLC | 5.02% | Add +0.0% | 2,949,846 | $75.6M |
| HighTower Advisors, LLC | 0.08% | Add +2.3% | 2,195,896 | $56.3M |
| Elwood & Goetz Wealth Advisory Group, LLC | 12.23% | Add +2.5% | 1,925,673 | $49.4M |
| Beaird Harris Wealth Management, LLC | 3.64% | Reduce -3.0% | 1,626,622 | $41.7M |
| Savant Capital, LLC | 0.27% | Reduce -9.6% | 1,261,967 | $32.4M |
| RAM Investment Partners, LLC | 7.99% | Add +1.1% | 1,196,984 | $30.7M |
| Moisand Fitzgerald Tamayo, LLC | 3.79% | Add +0.6% | 1,075,706 | $27.6M |
| Rather & Kittrell, Inc. | 5.24% | Reduce -2.1% | 834,362 | $21.4M |
| Great Oak Capital Partners, LLC | 6.74% | Add +4.7% | 779,202 | $19.5M |
| Root Financial Partners, LLC | 3.07% | Add +36.8% | 749,134 | $19.2M |
| Brown Financial Advisory | 10.44% | Reduce -2.8% | 575,579 | $14.8M |
| Burton Enright Welch | 3.04% | Add +0.4% | 552,669 | $14.2M |
| Bridgewater Advisors Inc. | 1.43% | Add +9.5% | 543,588 | $13.6M |
| Exencial Wealth Advisors, LLC | 0.45% | Add +0.1% | 491,274 | $12.6M |
| Phillips Financial Management, LLC | 0.94% | Add +8.0% | 471,734 | $12.1M |
| Willow Creek Wealth Management Inc. | 1.17% | Add +1.4% | 433,905 | $11.1M |
| Forum Financial Management, LP | 0.18% | Reduce -2.4% | 410,446 | $10.5M |
| Wealth Dimensions Group, Ltd. | 2.57% | Add +12.7% | 395,535 | $10.1M |
| Satovsky Asset Management LLC | 2.26% | Add +1.4% | 391,307 | $10.0M |
| Fidato Wealth LLC | 8.05% | Add +0.3% | 390,901 | $10.0M |
| Core Wealth Management, Inc. | 4.05% | No change | 451,296 | $10.0M |
| Aspen Wealth Management LLC | 2.96% | Add +15.3% | 380,655 | $9.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.22% | Reduce -26.6% | 379,501 | $9.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.0% | 378,558 | $9.7M |
| Dynamic Advisor Solutions LLC | 0.28% | Add +2.9% | 362,009 | $9.3M |
| Crestmont Private Wealth LLC | 3.96% | Add +0.7% | 353,693 | $9.1M |
| Sequoia Financial Advisors, LLC | 0.09% | Add +6.5% | 331,406 | $8.5M |
| Asset Planning Corporation | 5.48% | Reduce -2.0% | 327,661 | $8.4M |
| Diversify Wealth Management, LLC | 0.81% | Reduce -0.5% | 329,062 | $8.4M |
| Aprio Wealth Management, LLC | 1.19% | Add +81.8% | 291,203 | $7.5M |
| Onyx Financial Advisors, LLC | 3.96% | Add +3.0% | 281,362 | $7.2M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +0.3% | 274,791 | $7.0M |
| LPL Financial LLC | 0.00% | Add +3.9% | 272,620 | $7.0M |
| Pinnacle Financial Group, LLC / IL | 2.60% | Reduce -14.0% | 258,661 | $6.6M |
| Focus Partners Wealth | 0.02% | New | 256,171 | $6.6M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +50.9% | 247,899 | $6.4M |
| Vannoy Advisory Group, Inc. | 4.60% | Reduce -0.6% | 246,492 | $6.3M |
| Austin Wealth Management, LLC | 1.34% | Reduce -1.3% | 243,063 | $6.1M |
| Jackson Thornton Wealth Management, LLC | 0.78% | Add +49.4% | 231,546 | $5.9M |
| PBMares Wealth Management LLC | 1.17% | Add +16.5% | 217,984 | $5.6M |
| Rockwood Wealth Management, LLC | 0.61% | Reduce -2.8% | 216,352 | $5.5M |
| Evanson Asset Management, LLC | 0.39% | Add +10.7% | 213,496 | $5.5M |
| Betterment LLC | 0.01% | Add +15.4% | 208,175 | $5.3M |
| Elios Financial Group Inc. | 2.35% | — | 198,133 | $5.1M |
| Chicago Partners Investment Group LLC | 0.17% | Add +0.5% | 187,972 | $4.8M |
| Oceanside Advisors LLC | 3.49% | Add +2.7% | 182,712 | $4.7M |
| DecisionPoint Financial, LLC | 1.46% | Reduce -0.3% | 180,034 | $4.6M |
| Gradient Capital Advisors, LLC | 1.52% | Add +4.5% | 178,772 | $4.6M |
| Straight Path Wealth Management | 1.96% | Add +5.1% | 177,370 | $4.5M |
| Ruedi Wealth Management, Inc. | 1.52% | Reduce -6.7% | 172,811 | $4.4M |
| Hemington Wealth Management | 1.17% | Add +31.8% | 175,522 | $4.3M |
| Legacy Financial Group, Inc. | 1.38% | Add +4.1% | 164,029 | $4.1M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -0.0% | 144,976 | $3.7M |
| AE Wealth Management LLC | 0.03% | Add +8.7% | 135,475 | $3.5M |
| Maryland Capital Advisors Inc. | 1.56% | Add +4.9% | 124,931 | $3.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -15.5% | 119,544 | $3.0M |
| Integrity Wealth Solutions LLC | 1.75% | Add +9.3% | 117,084 | $3.0M |
| Grand Wealth Management, LLC | 1.66% | Add +4.3% | 114,684 | $2.9M |
| CarsonAllaria Wealth Management, Ltd. | 1.68% | Reduce -0.5% | 114,396 | $2.9M |
| Sax Wealth Advisors, LLC | 0.26% | Reduce -1.3% | 112,908 | $2.9M |
| Carlson Capital Management | 0.11% | Reduce -43.9% | 105,142 | $2.7M |
| Osaic Holdings, Inc. | 0.01% | Add +252.5% | 104,555 | $2.7M |
| Pathstone Holdings, LLC | 0.01% | Add +11.2% | 99,928 | $2.6M |
| Disciplined Investments, LLC | 1.26% | Add +8.0% | 99,477 | $2.6M |
| RCS Financial Planning, LLC | 1.40% | Reduce -0.5% | 98,142 | $2.5M |
| Creative Planning | 0.00% | Add +2.3% | 94,624 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.7% | 93,791 | $2.4M |
| Strategic Investment Solutions, Inc. | 0.72% | Reduce -0.1% | 93,684 | $2.4M |
| BCU Wealth Advisors, LLC | 1.41% | Add +19.7% | 92,122 | $2.4M |
| Summit Wealth Group, LLC | 0.68% | Reduce -4.9% | 91,416 | $2.3M |
| Tillman Hartley LLC | 0.69% | Add +6.2% | 90,678 | $2.3M |
| Glass Jacobson Investment Advisors llc | 0.74% | Add +6.0% | 87,543 | $2.2M |
| Mariner, LLC | 0.00% | Reduce -35.8% | 87,348 | $2.2M |
| Corient Private Wealth LP | 0.00% | Add +7.1% | 87,332 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +24.2% | 86,247 | $2.2M |
| MML Investors Services, LLC | 0.01% | Reduce -0.3% | 84,748 | $2.2M |
| RFG Advisory, LLC | 0.06% | Reduce -13.1% | 81,670 | $2.1M |
| Apollon Wealth Management, LLC | 0.06% | Reduce -4.7% | 80,867 | $2.1M |
| SageView Advisory Group, LLC | 0.10% | Reduce -3.9% | 78,136 | $2.0M |
| Forum Private Client Group LLC | 0.88% | Reduce -19.8% | 77,277 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | New | 75,138 | $1.9M |
| Applied Capital LLC | 0.93% | Reduce -4.1% | 70,409 | $1.8M |
| PFG Advisors | 0.11% | Add +4.6% | 69,955 | $1.8M |
| Builder Investment Group Inc. | 0.47% | Add +9.0% | 68,380 | $1.8M |
| WPWealth LLP | 0.36% | Reduce -5.8% | 67,372 | $1.7M |
| JMG Financial Group, Ltd. | 0.06% | Add +0.2% | 67,354 | $1.7M |
| CGN Advisors LLC | 0.17% | Add +1.3% | 67,300 | $1.7M |
| Jentner Corp | 0.50% | Reduce -5.1% | 63,736 | $1.6M |
| Focus Partners Advisor Solutions, LLC | 0.03% | New | 56,635 | $1.5M |
| Vawter Financial, Ltd. | 0.88% | Add +10.4% | 56,194 | $1.4M |
| Total Clarity Wealth Management, Inc. | 0.46% | Add +0.6% | 56,165 | $1.4M |
| DiNuzzo Private Wealth, Inc. | 0.17% | Add +0.3% | 55,127 | $1.4M |
| Signature Resources Capital Management, LLC | 1.26% | Reduce -25.0% | 53,650 | $1.4M |
| Arcadia Wealth Management, LLC | 0.72% | Add +5.2% | 53,285 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -52.9% | 50,311 | $1.3M |
| Andrews, Lucia Wealth Management LLC | 0.91% | Add +24.6% | 57,884 | $1.3M |
| Vestia Personal Wealth Advisors | 1.19% | Add +7.3% | 49,217 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | New | 47,830 | $1.2M |
| Red Lighthouse Investment Management, LLC | 0.46% | No change | 46,180 | $1.2M |
| FMB Wealth Management | 0.67% | Add +18.8% | 45,935 | $1.2M |
"% 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.