Dimensional US Real Est ETFDFARETF
13F holders, Q4 2024 (December 31)238holders +28
10new positions
15sold out
1famous investor
$23.28avg. 13F price*
At the end of Q4 2024, 238 institutions reported holding Dimensional US Real Est ETF (DFAR) in their 13F filings, up 28 from Q3 2024. 10 opened new positions and 15 sold out. The largest holders were Adero Partners, LLC ($70.3M), HighTower Advisors, LLC ($54.4M) and Elwood & Goetz Wealth Advisory Group, LLC ($45.4M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $27.4M |
| Exits | 15 | $3.3M |
All 13F filers, Q3 2024 → Q4 2024: 3,850,968 shares bought and 1,126,165 shares sold, net +2,724,803 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 238 holders
| Adero Partners, LLC | 4.53% | Add +2.4% | 3,021,489 | $70.3M |
| HighTower Advisors, LLC | 0.07% | Add +6.5% | 2,338,083 | $54.4M |
| Elwood & Goetz Wealth Advisory Group, LLC | 11.07% | Add +1.3% | 1,950,014 | $45.4M |
| Beaird Harris Wealth Management, LLC | 3.38% | Add +3.4% | 1,681,171 | $39.1M |
| RAM Investment Partners, LLC | 6.88% | Add +0.6% | 1,203,550 | $28.0M |
| Prudential Financial Inc. | 0.04% | New | 1,106,700 | $25.8M |
| Moisand Fitzgerald Tamayo, LLC | 3.51% | Reduce -0.8% | 1,066,571 | $24.8M |
| Savant Capital, LLC | 0.19% | Reduce -19.8% | 1,012,187 | $23.6M |
| Root Financial Partners, LLC | 2.80% | Add +29.5% | 970,364 | $22.6M |
| Rather & Kittrell, Inc. | 4.64% | Add +1.8% | 849,094 | $19.8M |
| Great Oak Capital Partners, LLC | 6.20% | Add +5.1% | 819,010 | $18.6M |
| Essential Planning, LLC. | 0.11% | Add +6022.9% | 677,870 | $16.8M |
| Burton Enright Welch | 2.76% | Add +2.2% | 565,040 | $13.1M |
| Phillips Financial Management, LLC | 1.02% | Add +18.5% | 559,165 | $13.0M |
| Brown Financial Advisory | 9.00% | Reduce -5.6% | 543,195 | $12.6M |
| Bridgewater Advisors Inc. | 1.23% | Reduce -4.8% | 517,358 | $11.8M |
| Exencial Wealth Advisors, LLC | 0.41% | Reduce -1.8% | 482,405 | $11.2M |
| Core Wealth Management, Inc. | 4.13% | Add +0.7% | 454,417 | $10.6M |
| Willow Creek Wealth Management Inc. | 1.05% | Add +2.3% | 443,858 | $10.3M |
| United Wealth Management, LLC | 3.46% | — | 441,195 | $10.3M |
| Wealth Dimensions Group, Ltd. | 2.43% | Add +8.0% | 427,151 | $9.9M |
| Fidato Wealth LLC | 7.29% | Add +6.9% | 417,898 | $9.7M |
| Forum Financial Management, LP | 0.16% | Reduce -1.6% | 403,738 | $9.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.5% | 395,784 | $9.2M |
| Satovsky Asset Management LLC | 2.07% | Reduce -0.8% | 388,017 | $9.0M |
| Focus Partners Wealth | 0.02% | Add +48.3% | 379,939 | $8.8M |
| Dynamic Advisor Solutions LLC | 0.38% | Add +3.7% | 375,259 | $8.7M |
| Aprio Wealth Management, LLC | 1.27% | Add +28.0% | 372,719 | $8.7M |
| Crestmont Private Wealth LLC | 3.81% | Add +2.9% | 363,767 | $8.5M |
| Sequoia Financial Advisors, LLC | 0.08% | Add +6.2% | 351,886 | $8.2M |
| Aspen Wealth Management LLC | 2.27% | Reduce -13.6% | 328,758 | $7.7M |
| Diversify Wealth Management, LLC | 0.56% | Reduce -1.4% | 324,288 | $7.2M |
| LPL Financial LLC | 0.00% | Add +9.2% | 297,768 | $6.9M |
| Onyx Financial Advisors, LLC | 3.75% | Add +4.4% | 293,634 | $6.8M |
| Jackson Thornton Wealth Management, LLC | 0.86% | Add +25.6% | 290,766 | $6.8M |
| Raymond James Financial Inc. | 0.00% | — | 286,205 | $6.7M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -0.4% | 273,707 | $6.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.14% | Reduce -29.2% | 268,614 | $6.3M |
| Timonier Family Office, LTD. | 2.97% | — | 248,921 | $5.8M |
| Vannoy Advisory Group, Inc. | 4.24% | Reduce -0.5% | 245,206 | $5.7M |
| Pinnacle Financial Group, LLC / IL | 2.18% | Reduce -7.4% | 239,553 | $5.6M |
| Austin Wealth Management, LLC | 1.13% | Reduce -3.7% | 234,015 | $5.5M |
| Pinney & Scofield, Inc. | 4.01% | — | 227,805 | $5.3M |
| Betterment LLC | 0.01% | Add +9.2% | 227,353 | $5.3M |
| PBMares Wealth Management LLC | 1.07% | Add +3.4% | 225,486 | $5.2M |
| Asset Planning Corporation | 3.26% | Reduce -31.6% | 224,038 | $5.2M |
| Evanson Asset Management, LLC | 0.35% | Add +3.5% | 220,894 | $5.1M |
| Curio Wealth, LLC | 2.60% | — | 207,569 | $4.8M |
| Hemington Wealth Management | 1.21% | Add +17.6% | 206,478 | $4.8M |
| Pillar Financial Advisors, LLC | 3.66% | — | 205,700 | $4.8M |
| Rockwood Wealth Management, LLC | 0.50% | Reduce -6.6% | 202,152 | $4.7M |
| Elios Financial Group Inc. | 2.19% | Add +0.3% | 198,780 | $4.6M |
| Financial Harvest, LLC | 3.82% | — | 194,763 | $4.5M |
| Chicago Partners Investment Group LLC | 0.15% | Add +3.0% | 193,519 | $4.4M |
| DecisionPoint Financial, LLC | 1.34% | Add +4.9% | 188,849 | $4.4M |
| Legacy Financial Group, Inc. | 1.40% | Add +14.1% | 187,192 | $4.4M |
| Oceanside Advisors LLC | 3.24% | Add +2.2% | 186,773 | $4.3M |
| Straight Path Wealth Management | 1.71% | Add +4.8% | 185,913 | $4.3M |
| Gradient Capital Advisors, LLC | 1.38% | Add +3.0% | 184,165 | $4.3M |
| Ruedi Wealth Management, Inc. | 1.22% | Reduce -3.7% | 166,468 | $3.9M |
| Citrine Capital LLC | 2.75% | — | 160,397 | $3.7M |
| Grand Wealth Management, LLC | 1.85% | Add +24.4% | 142,655 | $3.3M |
| Arcadia Wealth Management, Inc. | 2.74% | — | 138,731 | $3.2M |
| AE Wealth Management LLC | 0.03% | Add +2.2% | 138,466 | $3.2M |
| Maryland Capital Advisors Inc. | 1.46% | Add +8.6% | 135,613 | $3.2M |
| Integrity Wealth Solutions LLC | 1.76% | Add +15.6% | 135,325 | $3.1M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -8.8% | 132,240 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +37.8% | 129,198 | $3.0M |
| Atria Investments, Inc | 0.04% | Add +930.9% | 128,959 | $3.0M |
| Pathstone Holdings, LLC | 0.01% | Add +28.5% | 128,415 | $3.0M |
| Seneschal Advisors, LLC | 2.39% | — | 122,862 | $2.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +0.3% | 119,866 | $2.8M |
| CarsonAllaria Wealth Management, Ltd. | 1.58% | Add +4.0% | 118,918 | $2.8M |
| Bannerman Wealth Management Group, LLC | 2.24% | — | 116,681 | $2.7M |
| Strategic Investment Solutions, Inc. | 0.88% | Add +12.5% | 105,431 | $2.6M |
| BCU Wealth Advisors, LLC | 1.45% | Add +18.6% | 109,249 | $2.5M |
| Awm Capital, LLC | 0.30% | Add +156.3% | 106,014 | $2.5M |
| Strathmore Capital Advisors, Inc. | 1.79% | — | 105,946 | $2.5M |
| Osaic Holdings, Inc. | 0.01% | Add +1.1% | 105,717 | $2.5M |
| Sax Wealth Advisors, LLC | 0.19% | Reduce -8.2% | 103,653 | $2.4M |
| Disciplined Investments, LLC | 1.14% | Add +0.2% | 99,706 | $2.3M |
| Glass Jacobson Investment Advisors llc | 0.74% | Add +10.0% | 96,316 | $2.2M |
| Summit Wealth Group, LLC | 0.64% | Add +4.1% | 95,171 | $2.2M |
| Tillman Hartley LLC | 0.63% | Add +3.6% | 93,927 | $2.2M |
| Corient Private Wealth LP | 0.00% | Add +4.9% | 91,589 | $2.1M |
| Creative Planning | 0.00% | Reduce -4.5% | 90,405 | $2.1M |
| MML Investors Services, LLC | 0.01% | Add +6.3% | 90,074 | $2.1M |
| Apella Capital, LLC | 0.08% | Add +180.0% | 86,560 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.1% | 86,194 | $2.0M |
| RFG Advisory, LLC | 0.05% | Reduce -0.0% | 81,644 | $1.9M |
| SageView Advisory Group, LLC | 0.08% | Add +2.3% | 79,928 | $1.9M |
| RCS Financial Planning, LLC | 0.98% | Reduce -19.4% | 79,079 | $1.8M |
| Carlson Capital Management | 0.08% | Reduce -24.8% | 79,064 | $1.8M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -2.9% | 78,517 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +37761.2% | 76,101 | $1.8M |
| Builder Investment Group Inc. | 0.48% | Add +10.5% | 75,589 | $1.8M |
| PFG Advisors | 0.11% | Add +7.0% | 74,832 | $1.7M |
| Applied Capital LLC | 0.89% | Add +5.5% | 74,270 | $1.7M |
| Ariadne Wealth Management, LP | 0.78% | Add +170.2% | 72,059 | $1.7M |
| Wealth Advisors Northwest LLC | 1.16% | — | 73,281 | $1.7M |
"% 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.