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 |
| Private Advisor Group, LLC | 0.01% | Add +103.4% | 70,860 | $1.6M |
| CGN Advisors LLC | 0.16% | Add +2.7% | 69,126 | $1.6M |
| Pacific Asset Management, LLC | 1.50% | — | 68,655 | $1.6M |
| Andrews, Lucia Wealth Management LLC | 1.05% | Add +6.0% | 61,353 | $1.6M |
| Allworth Financial LP | 0.01% | Add +53.5% | 67,366 | $1.6M |
| Sterling Wealth Advisors Inc | 1.20% | — | 65,619 | $1.5M |
| JMG Financial Group, Ltd. | 0.05% | Reduce -3.1% | 65,266 | $1.5M |
| Entrewealth, LLC | 1.38% | — | 58,751 | $1.5M |
| Forum Private Client Group LLC | 0.64% | Reduce -19.8% | 62,004 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +9.5% | 61,992 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +66.5% | 61,477 | $1.4M |
| WPWealth LLP | 0.29% | Reduce -9.2% | 61,199 | $1.4M |
| Vawter Financial, Ltd. | 0.81% | Add +2.8% | 57,761 | $1.3M |
| Total Clarity Wealth Management, Inc. | 0.43% | Add +1.5% | 57,029 | $1.3M |
| Arcadia Wealth Management, LLC | 0.67% | Add +6.5% | 56,767 | $1.3M |
| DiNuzzo Private Wealth, Inc. | 0.16% | Reduce -0.3% | 54,979 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +5.2% | 52,922 | $1.2M |
| Vestia Personal Wealth Advisors | 1.01% | Add +6.9% | 52,630 | $1.2M |
| First Financial Group Corp | 1.32% | — | 51,436 | $1.2M |
| Burk Holdings LLC | 0.96% | — | 51,147 | $1.2M |
| Aegis Wealth Management LLC | 0.79% | — | 50,355 | $1.2M |
| Vantage Point Financial LLC | 0.63% | — | 50,226 | $1.2M |
| Note Advisors, LLC | 1.02% | — | 49,485 | $1.2M |
| Weinberger Asset Management, Inc | 0.48% | Add +14.9% | 49,307 | $1.1M |
| FMB Wealth Management | 0.63% | Add +4.9% | 48,200 | $1.1M |
| Riggs Capital Management LLC | 1.10% | — | 48,047 | $1.1M |
| Warburton Capital Management, LLC | 0.82% | — | 47,028 | $1.1M |
| Signature Resources Capital Management, LLC | 0.98% | Reduce -12.4% | 47,009 | $1.1M |
| Red Lighthouse Investment Management, LLC | 0.43% | No change | 46,180 | $1.1M |
| Porter White Investment Advisors, Inc. | 0.51% | Add +1.6% | 43,605 | $1.0M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +8.7% | 41,905 | $975K |
| Sterling Financial Planning, Inc. | 0.35% | Add +0.1% | 41,167 | $958K |
| American Investment Services, Inc. | 0.17% | Reduce -4.8% | 40,791 | $949K |
| Factor Wealth Management LTD | 0.31% | — | 39,626 | $922K |
| Wealthspire Advisors, LLC | 0.01% | New | 36,908 | $859K |
| Sowell Financial Services LLC | 0.05% | Add +1.7% | 36,883 | $858K |
| Heritage Wealth Management, Inc. | 0.73% | Add +0.6% | 36,861 | $858K |
| Advisory Alpha, LLC | 0.03% | Reduce -4.7% | 35,086 | $816K |
| Infinity Wealth Counsel, LLC | 0.86% | — | 34,638 | $806K |
| TAGStone Capital, Inc. | 0.38% | Add +21.6% | 33,382 | $777K |
| Mariner, LLC | 0.00% | Reduce -62.2% | 33,002 | $768K |
| Royal Bank of Canada | 0.00% | Reduce -25.2% | 31,890 | $742K |
| AssuredPartners Investment Advisors, LLC | 0.14% | — | 31,448 | $732K |
| Monograph Wealth Advisors, LLC | 0.10% | Add +1.4% | 30,986 | $721K |
| Jentner Corp | 0.21% | Reduce -51.7% | 30,756 | $716K |
| Jane Street Group, LLC | 0.00% | Add +251.9% | 30,491 | $710K |
| DBK Financial Counsel, LLC | 0.71% | Reduce -0.3% | 30,179 | $702K |
| Sprinkle Financial Consultants LLC | 0.47% | Add +8.3% | 29,629 | $689K |
| Diversified Portfolios, Inc. | 0.07% | Add +12.0% | 29,516 | $687K |
| Caprock Group, LLC | 0.02% | No change | 27,921 | $650K |
| Lakeridge Wealth Management LLC | 0.33% | Add +24.1% | 27,762 | $646K |
| Walkner Condon Financial Advisors LLC | 0.13% | Add +24.8% | 27,698 | $645K |
| Citadel Advisors | 0.00% | Add +23.9% | 26,521 | $617K |
| Tru Independence Asset Management 2, LLC | 0.50% | Reduce -26.2% | 25,648 | $597K |
| Global Trust Asset Management, LLC | 0.20% | Reduce -32.2% | 23,030 | $536K |
| SOL Capital Management CO | 0.06% | No change | 22,970 | $535K |
| SpringVest Wealth Management LLC | 0.46% | — | 22,947 | $534K |
| Austin Asset Management Co Inc | 0.11% | No change | 22,600 | $526K |
| Five Oceans Advisors | 0.24% | Reduce -14.5% | 22,431 | $522K |
| Raffa Wealth Management, LLC | 0.12% | Add +0.1% | 22,353 | $520K |
| WorthPointe, LLC | 0.21% | Add +28.8% | 21,351 | $497K |
| Redwood Park Advisors LLC | 0.42% | — | 21,283 | $495K |
| Flagstone Financial Management | 0.16% | Add +9.6% | 21,124 | $492K |
| Fonville Wealth Management LLC | 0.16% | Reduce -2.0% | 20,654 | $481K |
| Townsquare Capital LLC | 0.01% | Add +110.3% | 19,906 | $463K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -74.4% | 19,263 | $448K |
| SC&H Financial Advisors, Inc. | 0.09% | Add +2.0% | 18,691 | $435K |
| Heritage Wealth Management, Inc./Texas | 0.25% | Add +1.4% | 18,593 | $433K |
| CLG LLC | 0.15% | — | 17,746 | $413K |
| Melfa Wealth Management, Inc. | 0.28% | No change | 17,729 | $413K |
| Elevate Wealth Advisory, Inc. | 0.31% | Add +30.8% | 17,698 | $412K |
| Modera Wealth Management, LLC | 0.00% | New | 17,219 | $401K |
| Northwest Wealth Management, LLC | 0.08% | Add +0.2% | 17,044 | $397K |
| Foundation Wealth Management, LLC\PA | 0.19% | — | 17,040 | $397K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -10.8% | 16,588 | $386K |
| Dupree Financial Group, LLC | 0.17% | Add +2.1% | 15,290 | $356K |
| CFS Investment Advisory Services, LLC | 0.03% | Add +0.5% | 13,827 | $322K |
| Morgan Stanley | 0.00% | Add +170.7% | 13,008 | $303K |
| Magnolia Private Wealth, LLC | 0.27% | — | 12,908 | $300K |
| Drive Wealth Management, LLC | 0.07% | Reduce -19.1% | 12,834 | $299K |
| Wealthspan Partners, LLC | 0.14% | Add +6.2% | 12,542 | $292K |
| JDH Wealth Management, LLC | 0.25% | — | 12,360 | $288K |
| Yoder Wealth Management, Inc. | 0.16% | Reduce -1.0% | 12,265 | $285K |
| Sandy Spring Bank | 0.01% | Add +16.3% | 12,187 | $284K |
| EnRich Financial Partners LLC | 0.09% | No change | 12,140 | $282K |
| Simplicity Wealth,LLC | 0.06% | Reduce -5.0% | 12,020 | $280K |
| Cardiff Park Advisors, LLC | 0.03% | Add +0.7% | 12,020 | $280K |
| Tortoise Investment Management, LLC | 0.03% | Reduce -13.4% | 12,007 | $279K |
| Arista Wealth Management, LLC | 0.07% | Reduce -1.4% | 11,997 | $279K |
| Firethorn Wealth Partners, LLC | 0.14% | Reduce -12.1% | 11,869 | $276K |
| TCI Wealth Advisors, Inc. | 0.02% | Add +12.1% | 11,751 | $273K |
| Physician Wealth Advisors, Inc. | 0.04% | Reduce -0.9% | 11,380 | $265K |
| Brookstone Capital Management | 0.00% | Add +0.3% | 11,369 | $265K |
| Hutchens & Kramer Investment Management Group, LLC | 0.14% | Reduce -7.2% | 11,192 | $260K |
| Wescott Financial Advisory Group, LLC | 0.03% | No change | 10,439 | $243K |
| Dodds Wealth, LLC | 0.08% | No change | 10,315 | $240K |
| Mission Wealth Management, LP | 0.01% | Add +0.1% | 10,071 | $234K |
| Hutchinson Capital Management | 0.04% | Reduce -77.1% | 9,968 | $232K |
| IFP Advisors, Inc | 0.01% | Add +83.4% | 9,742 | $227K |
| Dopkins Wealth Management, LLC | 0.11% | New | 9,591 | $223K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 8,984 | $209K |
| Foster Group, Inc. | 0.01% | No change | 8,806 | $205K |
| Monument Group Wealth Advisors, LLC | 0.14% | Reduce -36.2% | 8,702 | $202K |
| SwitchPoint Financial Planning, LLC | 0.19% | — | 8,660 | $202K |
| UMB Bank, n.a. | 0.00% | Add +4.3% | 7,154 | $166K |
| Blue Trust, Inc. | 0.00% | Add +29.8% | 6,646 | $155K |
| Frazier Financial Advisors, LLC | 0.11% | No change | 5,914 | $136K |
| PNC Financial Services Group, Inc. | 0.00% | New | 5,130 | $119K |
| Aspect Partners, LLC | 0.07% | No change | 4,925 | $115K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +936.6% | 4,789 | $111K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -29.1% | 4,705 | $109K |
| Blume Capital Management, Inc. | 0.02% | Add +1.6% | 4,611 | $107K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 4,552 | $106K |
| McIlrath & Eck, LLC | 0.01% | No change | 4,215 | $98K |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.3% | 3,046 | $71K |
| Bridge Generations Wealth Management LLC | 0.04% | — | 2,867 | $67K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -21.1% | 1,976 | $46K |
| Bogart Wealth, LLC | 0.00% | No change | 1,697 | $39K |
| VSM Wealth Advisory, LLC | 0.01% | — | 1,579 | $37K |
| Rialto Wealth Management, LLC | 0.01% | — | 1,366 | $32K |
| Comerica Bank | 0.00% | No change | 1,178 | $27K |
| JFS Wealth Advisors, LLC | 0.00% | New | 1,085 | $25K |
| Kathleen S. Wright Associates Inc. | 0.01% | Add +13.2% | 1,075 | $25K |
| Orion Capital Management LLC | 0.01% | New | 823 | $19K |
| Global Wealth Strategies & Associates | 0.01% | New | 683 | $16K |
| Wells Fargo & Company | 0.00% | Reduce -90.0% | 625 | $15K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Add +129.6% | 496 | $12K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 483 | $11K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 283 | $7K |
| Anfield Capital Management, LLC | 0.00% | No change | 278 | $6K |
| Asset Dedication, LLC | 0.00% | No change | 133 | $3K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 90 | $2K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -53.2% | 88 | $2K |
| Global Retirement Partners, LLC | 0.00% | New | 45 | $1K |
| UBS Group AG | 0.00% | New | 31 | $721 |
| FMR LLC | 0.00% | Add +600.0% | 7 | $163 |
| SJS Investment Consulting Inc. | 0.00% | No change | 7 | $163 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 6 | $140 |
"% 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.