Dimensional US Real Est ETFDFARETF
13F holders, Q2 2025 (June 30)257holders +13
28new positions
16sold out
1famous investor
$23.47avg. 13F price*
At the end of Q2 2025, 257 institutions reported holding Dimensional US Real Est ETF (DFAR) in their 13F filings, up 13 from Q1 2025. 28 opened new positions and 16 sold out. The largest holders were Focus Partners Wealth ($84.1M), Prudential Financial Inc. ($58.4M) and HighTower Advisors, LLC ($50.2M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $17.3M |
| Exits | 16 | $4.9M |
All 13F filers, Q1 2025 → Q2 2025: 6,437,144 shares bought and 2,119,457 shares sold, net +4,317,687 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 257 holders
| Focus Partners Wealth | 0.18% | Add +712.3% | 3,586,771 | $84.1M |
| Prudential Financial Inc. | 0.08% | Add +6.3% | 2,489,800 | $58.4M |
| HighTower Advisors, LLC | 0.06% | Reduce -15.9% | 2,140,208 | $50.2M |
| Elwood & Goetz Wealth Advisory Group, LLC | 10.51% | Add +2.9% | 2,073,367 | $48.6M |
| Beaird Harris Wealth Management, LLC | 3.25% | Add +3.3% | 1,788,642 | $42.0M |
| RAM Investment Partners, LLC | 6.24% | Add +3.8% | 1,266,475 | $29.7M |
| Moisand Fitzgerald Tamayo, LLC | 3.56% | Add +6.5% | 1,201,241 | $28.2M |
| Root Financial Partners, LLC | 2.39% | Reduce -5.1% | 1,054,361 | $24.7M |
| Great Oak Capital Partners, LLC | 5.89% | Add +6.8% | 874,413 | $20.6M |
| Rather & Kittrell, Inc. | 4.02% | Add +1.0% | 864,776 | $20.3M |
| Aprio Wealth Management, LLC | 1.83% | Add +25.1% | 689,784 | $16.2M |
| Phillips Financial Management, LLC | 1.07% | Add +4.2% | 627,239 | $14.7M |
| Sequoia Financial Advisors, LLC | 0.10% | Add +22.1% | 623,570 | $14.6M |
| Savant Capital, LLC | 0.10% | Reduce -14.2% | 599,450 | $14.1M |
| Burton Enright Welch | 2.42% | Add +3.5% | 595,189 | $14.0M |
| Bridgewater Advisors Inc. | 1.02% | Add +3.9% | 560,675 | $13.4M |
| Wealth Dimensions Group, Ltd. | 2.65% | Add +7.4% | 513,347 | $12.0M |
| Pathstone Holdings, LLC | 0.05% | Add +204.2% | 501,427 | $11.8M |
| Exencial Wealth Advisors, LLC | 0.40% | Reduce -1.6% | 485,277 | $11.4M |
| United Wealth Management, LLC | 3.30% | Add +0.9% | 484,195 | $11.4M |
| Fidato Wealth LLC | 7.73% | Add +7.4% | 461,044 | $10.8M |
| Core Wealth Management, Inc. | 3.79% | Add +2.2% | 457,903 | $10.7M |
| Hemington Wealth Management | 1.52% | Reduce -5.8% | 448,161 | $10.5M |
| Forum Financial Management, LP | 0.14% | Reduce -0.0% | 402,347 | $9.4M |
| Satovsky Asset Management LLC | 1.99% | Add +2.5% | 398,941 | $9.4M |
| Dynamic Advisor Solutions LLC | 0.29% | Add +2.1% | 395,881 | $9.3M |
| LPL Financial LLC | 0.00% | Add +28.6% | 393,673 | $9.2M |
| Willow Creek Wealth Management Inc. | 0.81% | Add +1.4% | 386,110 | $9.1M |
| Raymond James Financial Inc. | 0.00% | Add +3.1% | 368,959 | $8.7M |
| Jackson Thornton Wealth Management, LLC | 0.96% | Add +13.6% | 356,221 | $8.3M |
| Timonier Family Office, LTD. | 3.00% | Add +10.7% | 341,888 | $8.0M |
| Aspen Wealth Management LLC | 1.96% | Reduce -1.9% | 336,590 | $7.9M |
| Crestmont Private Wealth LLC | 2.79% | Reduce -2.5% | 329,294 | $7.7M |
| Onyx Financial Advisors, LLC | 3.58% | Add +0.7% | 321,767 | $7.5M |
| Betterment LLC | 0.02% | Add +15.6% | 310,093 | $7.3M |
| Pinney & Scofield, Inc. | 4.47% | Add +9.6% | 281,747 | $6.6M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -1.9% | 267,811 | $6.3M |
| Vannoy Advisory Group, Inc. | 4.12% | Add +2.1% | 253,852 | $6.0M |
| Stokes Family Office, LLC | 0.62% | Add +0.2% | 252,913 | $5.9M |
| DecisionPoint Financial, LLC | 1.46% | Add +26.7% | 242,945 | $5.7M |
| Pinnacle Financial Group, LLC / IL | 1.91% | Add +1.8% | 242,972 | $5.7M |
| Private Advisor Group, LLC | 0.03% | Add +31.0% | 241,524 | $5.7M |
| Diversify Wealth Management, LLC | 0.34% | Reduce -14.2% | 238,937 | $5.5M |
| Pillar Financial Advisors, LLC | 3.70% | Add +2.9% | 228,414 | $5.4M |
| Curio Wealth, LLC | 2.34% | Add +48952.2% | 227,602 | $5.3M |
| Straight Path Wealth Management | 1.79% | Add +8.8% | 224,558 | $5.3M |
| Financial Harvest, LLC | 3.92% | New | 223,532 | $5.2M |
| Asset Planning Corporation | 2.71% | Add +0.0% | 216,916 | $5.1M |
| Awm Capital, LLC | 0.52% | Add +113.7% | 211,043 | $5.0M |
| Chicago Partners Investment Group LLC | 0.14% | Add +2.3% | 199,596 | $4.8M |
| Oceanside Advisors LLC | 3.21% | Add +2.6% | 204,474 | $4.8M |
| Legacy Financial Group, Inc. | 1.40% | Add +1.3% | 202,147 | $4.7M |
| Gradient Capital Advisors, LLC | 1.37% | Add +3.6% | 197,705 | $4.6M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Add +11.4% | 195,714 | $4.6M |
| PBMares Wealth Management LLC | 0.84% | Reduce -2.6% | 195,204 | $4.6M |
| Elios Financial Group Inc. | 2.05% | Reduce -2.3% | 192,487 | $4.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +91.5% | 189,278 | $4.4M |
| Summit Wealth Group LLC / Co. | 1.09% | — | 185,618 | $4.4M |
| Rockwood Wealth Management, LLC | 0.38% | Reduce -7.2% | 183,985 | $4.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -54.5% | 178,373 | $4.2M |
| AE Wealth Management LLC | 0.03% | Add +14.2% | 172,471 | $4.0M |
| Seneschal Advisors, LLC | 3.19% | Add +22.5% | 172,245 | $4.0M |
| Brown Financial Advisory | 2.15% | Reduce -64.4% | 166,368 | $3.9M |
| Ruedi Wealth Management, Inc. | 1.16% | Reduce -7.1% | 165,954 | $3.9M |
| Integrity Wealth Solutions LLC | 1.87% | Add +10.1% | 163,458 | $3.8M |
| Arcadia Wealth Management, Inc. | 2.53% | Add +4.4% | 158,193 | $3.7M |
| Evanson Asset Management, LLC | 0.23% | Add +4.0% | 157,166 | $3.7M |
| Citrine Capital LLC | 1.95% | Reduce -3.5% | 156,695 | $3.7M |
| Grand Wealth Management, LLC | 1.89% | Reduce -1.6% | 156,559 | $3.7M |
| LRI Investments, LLC | 0.30% | Add +174.1% | 148,232 | $3.5M |
| Maryland Capital Advisors Inc. | 1.34% | Add +2.9% | 146,202 | $3.4M |
| BCU Wealth Advisors, LLC | 1.45% | Add +13.3% | 137,900 | $3.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.7% | 134,329 | $3.2M |
| Integrated Wealth Concepts LLC | 0.03% | Add +0.9% | 132,994 | $3.1M |
| Apella Capital, LLC | 0.08% | Add +33.6% | 131,176 | $3.1M |
| Disciplined Investments, LLC | 1.30% | Add +12.7% | 130,756 | $3.1M |
| Atria Investments, Inc | 0.04% | Add +2.3% | 127,870 | $3.0M |
| Bannerman Wealth Management Group, LLC | 2.26% | Add +2.3% | 125,340 | $2.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.06% | Reduce -29.8% | 122,589 | $2.9M |
| Strathmore Capital Advisors, Inc. | 1.18% | — | 113,883 | $2.7M |
| MML Investors Services, LLC | 0.01% | Add +17.3% | 113,168 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +8.9% | 109,188 | $2.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -19.4% | 102,216 | $2.4M |
| Austin Wealth Management, LLC | 0.43% | Reduce -52.7% | 103,463 | $2.4M |
| Summit Wealth Group, LLC | 0.61% | Add +6.0% | 101,704 | $2.4M |
| CarsonAllaria Wealth Management, Ltd. | 1.25% | Reduce -16.4% | 99,566 | $2.3M |
| Burk Holdings LLC | 1.38% | Add +40.7% | 93,741 | $2.2M |
| Builder Investment Group Inc. | 0.54% | Add +18.6% | 93,474 | $2.2M |
| Glass Jacobson Investment Advisors llc | 0.83% | Reduce -4.4% | 92,113 | $2.2M |
| PFG Advisors | 0.09% | Add +6.8% | 87,469 | $2.1M |
| Squire Investment Management Company, LLC | 0.76% | Add +9.3% | 87,446 | $2.1M |
| Tillman Hartley LLC | 0.57% | Reduce -4.9% | 85,983 | $2.0M |
| Applied Capital LLC | 0.85% | Add +5.0% | 82,444 | $1.9M |
| Warburton Capital Management, LLC | 1.13% | Add +24.6% | 80,069 | $1.9M |
| Creative Planning | 0.00% | Reduce -0.2% | 80,504 | $1.9M |
| SageView Advisory Group, LLC | 0.07% | Add +0.7% | 80,038 | $1.9M |
| Pacific Asset Management, LLC | 1.50% | Add +4.1% | 79,308 | $1.9M |
| Note Advisors, LLC | 1.27% | Add +24.2% | 78,045 | $1.8M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -0.5% | 76,833 | $1.8M |
| Bank of America Corp. | 0.00% | New | 76,219 | $1.8M |
"% 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.