Dimensional US Real Est ETFDFARETF
13F holders, Q1 2025 (March 31)244holders +6
21new positions
11sold out
1famous investor
$23.84avg. 13F price*
At the end of Q1 2025, 244 institutions reported holding Dimensional US Real Est ETF (DFAR) in their 13F filings, up 6 from Q4 2024. 21 opened new positions and 11 sold out. The largest holders were Adero Partners, LLC ($74.4M), HighTower Advisors, LLC ($60.5M) and Prudential Financial Inc. ($55.7M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $11.3M |
| Exits | 11 | $9.3M |
All 13F filers, Q4 2024 → Q1 2025: 4,239,297 shares bought and 2,228,108 shares sold, net +2,011,189 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 244 holders
| Adero Partners, LLC | 4.87% | Add +3.6% | 3,131,148 | $74.4M |
| HighTower Advisors, LLC | 0.08% | Add +8.9% | 2,545,950 | $60.5M |
| Prudential Financial Inc. | 0.08% | Add +111.7% | 2,342,800 | $55.7M |
| Elwood & Goetz Wealth Advisory Group, LLC | 11.70% | Add +3.3% | 2,014,213 | $47.9M |
| Beaird Harris Wealth Management, LLC | 3.50% | Add +3.0% | 1,732,271 | $41.2M |
| RAM Investment Partners, LLC | 7.16% | Add +1.3% | 1,219,650 | $29.0M |
| Moisand Fitzgerald Tamayo, LLC | 3.71% | Add +5.8% | 1,127,983 | $26.8M |
| Root Financial Partners, LLC | 2.81% | Add +14.5% | 1,110,962 | $26.4M |
| Rather & Kittrell, Inc. | 4.41% | Add +0.8% | 856,153 | $20.4M |
| Great Oak Capital Partners, LLC | 6.20% | No change | 819,010 | $18.6M |
| Savant Capital, LLC | 0.14% | Reduce -30.9% | 698,957 | $16.6M |
| Phillips Financial Management, LLC | 1.11% | Add +7.6% | 601,887 | $14.3M |
| Burton Enright Welch | 2.78% | Add +1.7% | 574,868 | $13.7M |
| Aprio Wealth Management, LLC | 1.64% | Add +47.9% | 551,152 | $13.1M |
| Bridgewater Advisors Inc. | 1.08% | Add +4.3% | 539,518 | $12.5M |
| Sequoia Financial Advisors, LLC | 0.09% | Add +45.1% | 510,780 | $12.1M |
| Exencial Wealth Advisors, LLC | 0.44% | Add +2.2% | 493,095 | $11.7M |
| United Wealth Management, LLC | 3.57% | Add +8.7% | 479,767 | $11.4M |
| Wealth Dimensions Group, Ltd. | 2.71% | Add +11.9% | 478,110 | $11.4M |
| Hemington Wealth Management | 1.75% | Add +130.5% | 475,839 | $11.3M |
| Brown Financial Advisory | 7.01% | Reduce -13.9% | 467,625 | $11.1M |
| Core Wealth Management, Inc. | 4.09% | Reduce -1.4% | 447,978 | $10.6M |
| Focus Partners Wealth | 0.03% | Add +16.2% | 441,558 | $10.5M |
| Fidato Wealth LLC | 7.81% | Add +2.8% | 429,409 | $10.2M |
| Forum Financial Management, LP | 0.16% | Reduce -0.3% | 402,390 | $9.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.9% | 392,248 | $9.3M |
| Satovsky Asset Management LLC | 2.07% | Add +0.3% | 389,126 | $9.2M |
| Dynamic Advisor Solutions LLC | 0.30% | Add +3.3% | 387,604 | $9.2M |
| Willow Creek Wealth Management Inc. | 0.88% | Reduce -14.2% | 380,698 | $9.0M |
| Raymond James Financial Inc. | 0.00% | Add +25.1% | 358,021 | $8.5M |
| Aspen Wealth Management LLC | 2.31% | Add +4.4% | 343,095 | $8.2M |
| Crestmont Private Wealth LLC | 3.48% | Reduce -7.1% | 337,852 | $8.0M |
| Onyx Financial Advisors, LLC | 4.02% | Add +8.8% | 319,584 | $7.6M |
| Timonier Family Office, LTD. | 3.25% | Add +24.1% | 308,971 | $7.3M |
| LPL Financial LLC | 0.00% | Add +2.8% | 306,073 | $7.3M |
| Jackson Thornton Wealth Management, LLC | 0.95% | Add +7.8% | 313,495 | $7.2M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -0.3% | 272,910 | $6.5M |
| Diversify Wealth Management, LLC | 0.48% | Reduce -14.1% | 278,425 | $6.4M |
| Betterment LLC | 0.02% | Add +18.0% | 268,218 | $6.4M |
| Pinney & Scofield, Inc. | 4.43% | Add +12.9% | 257,186 | $6.1M |
| Stokes Family Office, LLC | 0.67% | New | 252,496 | $6.0M |
| Vannoy Advisory Group, Inc. | 4.38% | Add +1.4% | 248,659 | $5.9M |
| Pinnacle Financial Group, LLC / IL | 2.06% | Reduce -0.3% | 238,790 | $5.7M |
| Pillar Financial Advisors, LLC | 3.93% | Add +8.0% | 222,056 | $5.3M |
| Asset Planning Corporation | 3.04% | Reduce -3.2% | 216,847 | $5.2M |
| Austin Wealth Management, LLC | 1.00% | Reduce -6.6% | 218,646 | $5.0M |
| Curio Wealth, LLC | 2.57% | Reduce -99.8% | 464 | $4.9M |
| Straight Path Wealth Management | 1.99% | Add +11.1% | 206,467 | $4.9M |
| PBMares Wealth Management LLC | 0.95% | Reduce -11.1% | 200,413 | $4.8M |
| Legacy Financial Group, Inc. | 1.52% | Add +6.6% | 199,570 | $4.7M |
| Oceanside Advisors LLC | 3.43% | Add +6.7% | 199,229 | $4.7M |
| Rockwood Wealth Management, LLC | 0.48% | Reduce -1.9% | 198,218 | $4.7M |
| Elios Financial Group Inc. | 2.31% | Reduce -0.9% | 196,940 | $4.7M |
| Chicago Partners Investment Group LLC | 0.15% | Add +0.8% | 195,128 | $4.6M |
| DecisionPoint Financial, LLC | 1.32% | Add +1.6% | 191,771 | $4.6M |
| Gradient Capital Advisors, LLC | 1.48% | Add +3.6% | 190,767 | $4.5M |
| Private Advisor Group, LLC | 0.03% | Add +160.2% | 184,351 | $4.4M |
| Ruedi Wealth Management, Inc. | 1.33% | Add +7.3% | 178,557 | $4.2M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Add +183.4% | 175,694 | $4.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.10% | Reduce -35.0% | 174,543 | $4.1M |
| Pathstone Holdings, LLC | 0.02% | Add +28.4% | 164,840 | $3.9M |
| Citrine Capital LLC | 2.42% | Add +1.3% | 162,449 | $3.9M |
| Grand Wealth Management, LLC | 2.08% | Add +11.6% | 159,158 | $3.8M |
| Arcadia Wealth Management, Inc. | 2.81% | Add +9.2% | 151,479 | $3.6M |
| Evanson Asset Management, LLC | 0.25% | Reduce -31.6% | 151,142 | $3.6M |
| AE Wealth Management LLC | 0.03% | Add +9.0% | 150,987 | $3.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.5% | 150,495 | $3.6M |
| Integrity Wealth Solutions LLC | 1.91% | Add +9.7% | 148,507 | $3.5M |
| Maryland Capital Advisors Inc. | 1.49% | Add +4.8% | 142,152 | $3.4M |
| Seneschal Advisors, LLC | 2.87% | Add +14.4% | 140,614 | $3.3M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -0.3% | 131,780 | $3.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +5.8% | 126,866 | $3.0M |
| Atria Investments, Inc | 0.04% | Reduce -3.1% | 124,953 | $3.0M |
| Bannerman Wealth Management Group, LLC | 2.38% | Add +5.0% | 122,504 | $2.9M |
| BCU Wealth Advisors, LLC | 1.50% | Add +11.4% | 121,697 | $2.9M |
| CarsonAllaria Wealth Management, Ltd. | 1.64% | Add +0.1% | 119,086 | $2.8M |
| Disciplined Investments, LLC | 1.27% | Add +16.3% | 115,991 | $2.8M |
| Strategic Investment Solutions, Inc. | 0.75% | Add +2.1% | 107,620 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +16.3% | 100,221 | $2.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +29.8% | 98,812 | $2.3M |
| Awm Capital, LLC | 0.27% | Reduce -6.8% | 98,769 | $2.3M |
| MML Investors Services, LLC | 0.01% | Add +7.1% | 96,482 | $2.3M |
| Summit Wealth Group, LLC | 0.67% | Add +0.8% | 95,975 | $2.3M |
| Sax Wealth Advisors, LLC | 0.16% | Reduce -8.9% | 94,470 | $2.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -10.8% | 94,341 | $2.2M |
| Glass Jacobson Investment Advisors llc | 0.74% | No change | 96,316 | $2.2M |
| Apella Capital, LLC | 0.07% | Add +13.4% | 98,200 | $2.2M |
| Tillman Hartley LLC | 0.63% | Reduce -3.7% | 90,452 | $2.2M |
| Corient Private Wealth LP | 0.00% | Reduce -6.0% | 86,121 | $2.0M |
| PFG Advisors | 0.11% | Add +9.5% | 81,925 | $1.9M |
| Creative Planning | 0.00% | Reduce -10.8% | 80,639 | $1.9M |
| RCS Financial Planning, LLC | 1.00% | Add +1.2% | 80,019 | $1.9M |
| Squire Investment Management Company, LLC | 0.79% | New | 80,000 | $1.9M |
| SageView Advisory Group, LLC | 0.08% | Reduce -0.5% | 79,516 | $1.9M |
| Builder Investment Group Inc. | 0.53% | Add +4.3% | 78,837 | $1.9M |
| Applied Capital LLC | 0.92% | Add +5.7% | 78,495 | $1.9M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -1.7% | 77,183 | $1.8M |
| Pacific Asset Management, LLC | 1.62% | Add +11.0% | 76,198 | $1.8M |
| Ariadne Wealth Management, LP | 0.90% | Add +1.9% | 73,400 | $1.7M |
| CGN Advisors LLC | 0.16% | Add +2.4% | 70,785 | $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.