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 |
| Allworth Financial LP | 0.01% | Add +3.2% | 69,515 | $1.6M |
| Burk Holdings LLC | 1.20% | Add +30.3% | 66,634 | $1.6M |
| Sterling Wealth Advisors Inc | 1.22% | Add +1.5% | 66,581 | $1.6M |
| Andrews, Lucia Wealth Management LLC | 1.04% | Add +8.7% | 66,701 | $1.6M |
| JMG Financial Group, Ltd. | 0.05% | No change | 65,266 | $1.6M |
| Warburton Capital Management, LLC | 1.11% | Add +36.6% | 64,248 | $1.5M |
| Note Advisors, LLC | 1.23% | Add +26.9% | 62,816 | $1.5M |
| WPWealth LLP | 0.29% | Reduce -0.1% | 61,105 | $1.5M |
| Vestia Personal Wealth Advisors | 1.13% | Add +14.5% | 60,285 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.8% | 59,747 | $1.4M |
| Arcadia Wealth Management, LLC | 0.68% | Add +2.2% | 58,006 | $1.4M |
| Vawter Financial, Ltd. | 0.77% | Add +0.4% | 57,992 | $1.4M |
| Vantage Point Financial LLC | 0.69% | Add +14.7% | 57,607 | $1.4M |
| Entrewealth, LLC | 1.03% | Reduce -3.8% | 56,505 | $1.3M |
| Total Clarity Wealth Management, Inc. | 0.43% | No change | 57,029 | $1.3M |
| First Financial Group Corp | 1.48% | Add +7.2% | 55,120 | $1.3M |
| DiNuzzo Private Wealth, Inc. | 0.16% | Reduce -0.4% | 54,746 | $1.3M |
| LRI Investments, LLC | 0.12% | New | 54,073 | $1.3M |
| Forum Private Client Group LLC | 0.56% | Reduce -13.2% | 53,842 | $1.3M |
| FMB Wealth Management | 0.70% | Add +10.7% | 53,370 | $1.3M |
| Aegis Wealth Management LLC | 0.72% | Add +2.7% | 51,737 | $1.2M |
| Weinberger Asset Management, Inc | 0.50% | Reduce -1.3% | 48,659 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -9.9% | 47,654 | $1.1M |
| Factor Wealth Management LTD | 0.33% | Add +14.1% | 45,214 | $1.1M |
| Sterling Financial Planning, Inc. | 0.38% | Add +7.2% | 44,137 | $1.0M |
| American Investment Services, Inc. | 0.18% | Add +3.9% | 42,369 | $1.0M |
| Porter White Investment Advisors, Inc. | 0.50% | Reduce -3.0% | 42,291 | $1.0M |
| Wealth Advisors Northwest LLC | 0.63% | Reduce -42.9% | 41,843 | $995K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -0.1% | 41,843 | $995K |
| Diversified Portfolios, Inc. | 0.10% | Add +36.8% | 40,388 | $960K |
| Signature Resources Capital Management, LLC | 0.80% | Reduce -16.3% | 39,346 | $935K |
| AssuredPartners Investment Advisors, LLC | 0.17% | Add +20.9% | 38,023 | $904K |
| Sowell Financial Services LLC | 0.04% | Add +0.3% | 37,013 | $880K |
| Infinity Wealth Counsel, LLC | 0.95% | Add +6.7% | 36,973 | $879K |
| Wealthspire Advisors, LLC | 0.01% | No change | 36,908 | $877K |
| Heritage Wealth Management, Inc. | 0.75% | Reduce -0.2% | 36,786 | $874K |
| TAGStone Capital, Inc. | 0.42% | Add +7.4% | 35,860 | $852K |
| Advisory Alpha, LLC | 0.03% | Add +0.7% | 35,329 | $840K |
| Mariner, LLC | 0.00% | Add +2.0% | 33,680 | $801K |
| Sprinkle Financial Consultants LLC | 0.47% | Add +6.3% | 31,486 | $748K |
| Monograph Wealth Advisors, LLC | 0.10% | No change | 30,986 | $737K |
| DBK Financial Counsel, LLC | 0.72% | Add +0.4% | 30,313 | $721K |
| Lakeridge Wealth Management LLC | 0.36% | Add +8.9% | 30,222 | $718K |
| Caprock Group, LLC | 0.02% | Add +1.8% | 28,427 | $676K |
| Redwood Park Advisors LLC | 0.53% | Add +24.9% | 26,573 | $632K |
| Walkner Condon Financial Advisors LLC | 0.12% | Reduce -8.0% | 25,474 | $606K |
| Royal Bank of Canada | 0.00% | Reduce -21.1% | 25,148 | $598K |
| Austin Asset Management Co Inc | 0.12% | No change | 22,600 | $537K |
| Raffa Wealth Management, LLC | 0.12% | Reduce -0.2% | 22,314 | $530K |
| Sandy Spring Bank | 0.02% | Add +79.7% | 21,900 | $521K |
| Flagstone Financial Management | 0.16% | Add +0.2% | 21,166 | $503K |
| WorthPointe, LLC | 0.23% | Reduce -1.2% | 21,097 | $501K |
| Five Oceans Advisors | 0.24% | Reduce -6.2% | 21,049 | $500K |
| Fonville Wealth Management LLC | 0.14% | Reduce -0.9% | 20,476 | $487K |
| SOL Capital Management CO | 0.05% | Reduce -11.8% | 20,270 | $482K |
| SpringVest Wealth Management LLC | 0.39% | Reduce -13.6% | 19,836 | $472K |
| SC&H Financial Advisors, Inc. | 0.09% | Add +0.1% | 18,706 | $445K |
| Tru Independence Asset Management 2, LLC | 0.32% | Reduce -28.8% | 18,260 | $434K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.6% | 18,177 | $432K |
| Jentner Corp | 0.13% | Reduce -41.3% | 18,070 | $430K |
| Elevate Wealth Advisory, Inc. | 0.30% | Add +1.2% | 17,913 | $426K |
| CLG LLC | 0.15% | No change | 17,746 | $422K |
| Melfa Wealth Management, Inc. | 0.28% | No change | 17,729 | $421K |
| Northwest Wealth Management, LLC | 0.08% | Reduce -0.7% | 16,927 | $402K |
| Yoder Wealth Management, Inc. | 0.22% | Add +36.9% | 16,795 | $399K |
| Foundation Wealth Management, LLC\PA | 0.19% | Reduce -2.0% | 16,691 | $397K |
| Dupree Financial Group, LLC | 0.16% | Add +0.1% | 15,307 | $364K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -8.4% | 15,188 | $361K |
| Modera Wealth Management, LLC | 0.00% | Reduce -12.5% | 15,065 | $358K |
| Heritage Wealth Management, Inc./Texas | 0.21% | Reduce -19.7% | 14,934 | $355K |
| D. E. Shaw & Co. | 0.00% | New | 14,360 | $341K |
| Axxcess Wealth Management, LLC | 0.01% | New | 13,937 | $331K |
| Wealthspan Partners, LLC | 0.15% | Add +6.7% | 13,382 | $318K |
| TCI Wealth Advisors, Inc. | 0.03% | Add +12.7% | 13,243 | $315K |
| Townsquare Capital LLC | 0.00% | Reduce -34.9% | 12,969 | $308K |
| Magnolia Private Wealth, LLC | 0.26% | No change | 12,908 | $307K |
| Drive Wealth Management, LLC | 0.07% | Reduce -3.0% | 12,450 | $296K |
| Tortoise Investment Management, LLC | 0.03% | Add +3.5% | 12,427 | $295K |
| CPA Asset Management Group, LLC | 0.13% | New | 12,426 | $295K |
| JDH Wealth Management, LLC | 0.25% | Add +0.0% | 12,361 | $294K |
| EnRich Financial Partners LLC | 0.10% | No change | 12,140 | $289K |
| Cardiff Park Advisors, LLC | 0.03% | Add +0.0% | 12,024 | $286K |
| Physician Wealth Advisors, Inc. | 0.05% | Add +5.3% | 11,978 | $285K |
| Brookstone Capital Management | 0.00% | Add +1.1% | 11,494 | $273K |
| Arista Wealth Management, LLC | 0.07% | Reduce -5.4% | 11,353 | $270K |
| Hutchens & Kramer Investment Management Group, LLC | 0.14% | Reduce -2.9% | 10,873 | $258K |
| IFP Advisors, Inc | 0.01% | Add +11.1% | 10,821 | $257K |
| Global Trust Asset Management, LLC | 0.15% | Reduce -53.7% | 10,664 | $253K |
| Wescott Financial Advisory Group, LLC | 0.03% | No change | 10,439 | $248K |
| Dodds Wealth, LLC | 0.08% | No change | 10,315 | $245K |
| Hutchinson Capital Management | 0.05% | No change | 9,968 | $237K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Add +10.8% | 9,953 | $237K |
| Dopkins Wealth Management, LLC | 0.12% | Add +2.7% | 9,852 | $234K |
| Firethorn Wealth Partners, LLC | 0.11% | Reduce -20.1% | 9,479 | $225K |
| Greenwood Capital Associates LLC | 0.03% | New | 9,326 | $222K |
| Nalls Sherbakoff Group, LLC | 0.18% | — | 9,238 | $220K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -33.2% | 9,231 | $219K |
| Claris Advisors, LLC / Mo / | 0.08% | New | 8,928 | $212K |
| Simplicity Wealth,LLC | 0.02% | Reduce -25.9% | 8,904 | $212K |
| Rehmann Capital Advisory Group | 0.01% | New | 8,883 | $211K |
| Foster Group, Inc. | 0.01% | No change | 8,806 | $209K |
| Essential Planning, LLC. | 0.08% | Reduce -98.7% | 8,731 | $208K |
| SwitchPoint Financial Planning, LLC | 0.20% | No change | 8,660 | $206K |
| Aspiriant, LLC | 0.01% | New | 8,657 | $206K |
| UMB Bank, n.a. | 0.00% | No change | 7,154 | $170K |
| Blue Trust, Inc. | 0.00% | No change | 6,646 | $158K |
| Frazier Financial Advisors, LLC | 0.11% | No change | 5,914 | $141K |
| Morgan Stanley | 0.00% | Reduce -57.3% | 5,554 | $132K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,130 | $122K |
| Eq Wealth Advisors, LLC | 0.09% | New | 4,970 | $118K |
| Aspect Partners, LLC | 0.07% | No change | 4,925 | $117K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -1.3% | 4,645 | $110K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 4,552 | $108K |
| Blume Capital Management, Inc. | 0.02% | Reduce -5.4% | 4,361 | $104K |
| McIlrath & Eck, LLC | 0.01% | No change | 4,215 | $100K |
| JPMorgan Chase & Co. | 0.00% | Add +24.2% | 3,784 | $90K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -35.6% | 3,082 | $73K |
| Bridge Generations Wealth Management LLC | 0.04% | No change | 2,867 | $68K |
| JFS Wealth Advisors, LLC | 0.00% | Add +97.2% | 2,140 | $51K |
| Fifth Third Bancorp | 0.00% | New | 1,980 | $47K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.1% | 1,978 | $47K |
| Bogart Wealth, LLC | 0.00% | No change | 1,697 | $40K |
| Oakworth Capital, Inc. | 0.00% | New | 1,663 | $40K |
| Rialto Wealth Management, LLC | 0.01% | No change | 1,366 | $32K |
| Comerica Bank | 0.00% | No change | 1,178 | $28K |
| Sittner & Nelson, LLC | 0.01% | New | 1,161 | $28K |
| Kathleen S. Wright Associates Inc. | 0.01% | No change | 1,075 | $26K |
| Elevation Wealth Partners, LLC | 0.01% | New | 1,051 | $25K |
| Orion Capital Management LLC | 0.01% | No change | 823 | $20K |
| Aptus Capital Advisors, LLC | 0.00% | New | 754 | $18K |
| Global Wealth Strategies & Associates | 0.00% | No change | 683 | $16K |
| Assetmark, Inc. | 0.00% | New | 639 | $15K |
| Geneos Wealth Management Inc. | 0.00% | New | 583 | $14K |
| Qube Research & Technologies Ltd | 0.00% | Add +444.3% | 479 | $11K |
| VSM Wealth Advisory, LLC | 0.00% | Reduce -71.4% | 451 | $11K |
| Anfield Capital Management, LLC | 0.00% | No change | 278 | $7K |
| Medallion Wealth Advisors, LLC | 0.00% | Reduce -14.8% | 241 | $6K |
| Asset Dedication, LLC | 0.00% | No change | 133 | $3K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 90 | $2K |
| Integrity Financial Corp | 0.00% | New | 49 | $1K |
| UBS Group AG | 0.00% | No change | 31 | $737 |
| SJS Investment Consulting Inc. | 0.00% | No change | 7 | $167 |
| Capital A Wealth Management, LLC | 0.00% | New | 7 | $166 |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1 | $24 |
"% 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.