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 |
| RCS Financial Planning, LLC | 0.83% | Reduce -11.1% | 71,146 | $1.7M |
| FMB Wealth Management | 0.79% | Add +32.3% | 70,626 | $1.7M |
| Ariadne Wealth Management, LP | 0.78% | Reduce -4.4% | 70,141 | $1.6M |
| Andrews, Lucia Wealth Management LLC | 1.03% | Add +1.8% | 67,867 | $1.6M |
| Allworth Financial LP | 0.01% | Reduce -5.1% | 65,977 | $1.5M |
| Vestia Personal Wealth Advisors | 1.05% | Add +8.7% | 65,497 | $1.5M |
| JMG Financial Group, Ltd. | 0.05% | Reduce -1.2% | 64,510 | $1.5M |
| Arcadia Wealth Management, LLC | 0.65% | Add +9.2% | 63,367 | $1.5M |
| First Financial Group Corp | 1.41% | Add +11.5% | 61,456 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.3% | 60,528 | $1.4M |
| Vantage Point Financial LLC | 0.61% | Add +3.4% | 59,568 | $1.4M |
| Sterling Wealth Advisors Inc | 0.97% | Reduce -12.6% | 58,175 | $1.4M |
| CGN Advisors LLC | 0.12% | Reduce -18.0% | 58,062 | $1.4M |
| Corient Private Wealth LP | 0.00% | Reduce -36.7% | 54,524 | $1.3M |
| Aegis Wealth Management LLC | 0.74% | No change | 51,737 | $1.2M |
| Weinberger Asset Management, Inc | 0.46% | Add +4.9% | 51,036 | $1.2M |
| Merit Financial Group, LLC | 0.01% | New | 49,879 | $1.2M |
| Strategic Investment Solutions, Inc. | 0.35% | Reduce -53.8% | 49,676 | $1.2M |
| Forum Private Client Group LLC | 0.45% | Reduce -8.1% | 49,475 | $1.2M |
| WPWealth LLP | 0.21% | Reduce -19.3% | 49,343 | $1.2M |
| Factor Wealth Management LTD | 0.32% | Add +9.0% | 49,289 | $1.2M |
| Diversified Portfolios, Inc. | 0.11% | Add +19.4% | 48,225 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +0.0% | 47,665 | $1.1M |
| Sterling Financial Planning, Inc. | 0.36% | Add +5.1% | 46,375 | $1.1M |
| Red Lighthouse Investment Management, LLC | 0.41% | New | 46,180 | $1.1M |
| TAGStone Capital, Inc. | 0.43% | Add +25.3% | 44,941 | $1.0M |
| Porter White Investment Advisors, Inc. | 0.46% | Add +0.4% | 42,442 | $996K |
| Susquehanna International Group, LLP | 0.00% | New | 42,117 | $988K |
| DiNuzzo Private Wealth, Inc. | 0.11% | Reduce -25.6% | 40,737 | $956K |
| Wealthspire Advisors, LLC | 0.01% | Add +8.1% | 39,904 | $936K |
| AssuredPartners Investment Advisors, LLC | 0.23% | Add +3.2% | 39,231 | $920K |
| Infinity Wealth Counsel, LLC | 0.91% | Add +4.1% | 38,483 | $903K |
| Heritage Wealth Management, Inc. | 0.68% | Add +3.8% | 38,171 | $896K |
| Sowell Financial Services LLC | 0.04% | Add +2.6% | 37,967 | $891K |
| M Holdings Securities, Inc. | 0.15% | New | 37,748 | $880K |
| Sax Wealth Advisors, LLC | 0.05% | Reduce -60.7% | 37,163 | $872K |
| Sprinkle Financial Consultants LLC | 0.51% | Add +13.2% | 35,653 | $836K |
| Entrewealth, LLC | 0.57% | Reduce -37.4% | 35,400 | $830K |
| Advisory Alpha, LLC | 0.03% | Reduce -1.4% | 34,822 | $817K |
| Mariner, LLC | 0.00% | Add +1.0% | 34,019 | $798K |
| Redwood Park Advisors LLC | 0.55% | Add +14.5% | 30,427 | $714K |
| DBK Financial Counsel, LLC | 0.64% | Reduce -0.1% | 30,270 | $710K |
| Lakeridge Wealth Management LLC | 0.32% | Reduce -1.6% | 29,745 | $698K |
| Monograph Wealth Advisors, LLC | 0.08% | Reduce -8.4% | 28,386 | $666K |
| Legacy Capital Wealth Partners, LLC | 0.15% | New | 27,766 | $651K |
| Osaic Holdings, Inc. | 0.00% | Reduce -71.2% | 27,172 | $637K |
| Royal Bank of Canada | 0.00% | Reduce -0.1% | 25,135 | $589K |
| Wealth Advisors Northwest LLC | 0.30% | Reduce -41.2% | 24,600 | $577K |
| American Investment Services, Inc. | 0.15% | Reduce -42.5% | 24,350 | $571K |
| Atlantic Union Bankshares Corp | 0.01% | New | 23,017 | $540K |
| Stratos Investment Management, LLC | 0.02% | New | 22,687 | $532K |
| Austin Asset Management Co Inc | 0.11% | No change | 22,600 | $530K |
| Sei Investments Co. | 0.00% | New | 22,502 | $528K |
| Quadrature Capital Ltd | 0.01% | New | 22,490 | $528K |
| Five Oceans Advisors | 0.22% | Add +6.6% | 22,447 | $527K |
| Raffa Wealth Management, LLC | 0.10% | Add +0.1% | 22,342 | $524K |
| Walkner Condon Financial Advisors LLC | 0.10% | Reduce -13.5% | 22,025 | $517K |
| Cardiff Park Advisors, LLC | 0.04% | Add +82.8% | 21,979 | $516K |
| Flagstone Financial Management | 0.14% | No change | 21,166 | $497K |
| WorthPointe, LLC | 0.21% | No change | 21,097 | $495K |
| Hurlow Wealth Management Group, Inc. | 0.14% | New | 20,479 | $480K |
| SpringVest Wealth Management LLC | 0.39% | Add +2.8% | 20,392 | $478K |
| Fonville Wealth Management LLC | 0.12% | Reduce -0.6% | 20,359 | $478K |
| Accurate Wealth Management, LLC | 0.07% | New | 18,208 | $429K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.8% | 18,027 | $423K |
| Elevate Wealth Advisory, Inc. | 0.30% | No change | 17,913 | $420K |
| Yoder Wealth Management, Inc. | 0.22% | Add +6.5% | 17,887 | $420K |
| CLG LLC | 0.13% | No change | 17,746 | $416K |
| Melfa Wealth Management, Inc. | 0.26% | No change | 17,729 | $416K |
| SOL Capital Management CO | 0.04% | Reduce -13.5% | 17,540 | $411K |
| Choreo, LLC | 0.01% | New | 15,822 | $371K |
| Northwest Wealth Management, LLC | 0.07% | Reduce -6.9% | 15,761 | $370K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -62.6% | 15,656 | $367K |
| Jentner Corp | 0.10% | Reduce -13.9% | 15,558 | $365K |
| Modera Wealth Management, LLC | 0.00% | Add +0.3% | 15,109 | $354K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -2.0% | 14,888 | $349K |
| Dupree Financial Group, LLC | 0.14% | Reduce -3.2% | 14,821 | $348K |
| Wealthspan Partners, LLC | 0.14% | Add +10.4% | 14,771 | $347K |
| IFP Advisors, Inc | 0.01% | Add +34.2% | 14,518 | $341K |
| Wealth Management Nebraska | 0.05% | New | 14,298 | $333K |
| CPA Asset Management Group, LLC | 0.14% | Add +13.2% | 14,068 | $330K |
| Greenwood Capital Associates LLC | 0.04% | Add +48.4% | 13,838 | $325K |
| TCI Wealth Advisors, Inc. | 0.02% | Add +0.3% | 13,280 | $312K |
| Magnolia Private Wealth, LLC | 0.23% | No change | 12,908 | $303K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -10.7% | 12,443 | $292K |
| Tortoise Investment Management, LLC | 0.03% | No change | 12,427 | $292K |
| Heritage Wealth Management, Inc./Texas | 0.14% | Reduce -18.3% | 12,195 | $286K |
| EnRich Financial Partners LLC | 0.09% | No change | 12,140 | $285K |
| Mission Wealth Management, LP | 0.01% | New | 12,101 | $284K |
| JDH Wealth Management, LLC | 0.22% | Reduce -2.7% | 12,025 | $282K |
| Brookstone Capital Management | 0.00% | Add +4.5% | 12,013 | $282K |
| SC&H Financial Advisors, Inc. | 0.05% | Reduce -36.0% | 11,964 | $281K |
| Bayshore Asset Management, LLC | 0.13% | New | 11,831 | $278K |
| Physician Wealth Advisors, Inc. | 0.04% | Reduce -2.1% | 11,720 | $275K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 11,619 | $273K |
| Tru Independence Asset Management 2, LLC | 0.18% | Reduce -38.0% | 11,322 | $266K |
| Foundation Wealth Management, LLC\PA | 0.11% | Reduce -32.2% | 11,311 | $265K |
| Arista Wealth Management, LLC | 0.03% | Reduce -6.4% | 10,628 | $249K |
| Hutchens & Kramer Investment Management Group, LLC | 0.11% | Reduce -3.6% | 10,485 | $247K |
| Wescott Financial Advisory Group, LLC | 0.02% | No change | 10,439 | $245K |
| Northern Trust Corp. | 0.00% | New | 10,354 | $243K |
| D. E. Shaw & Co. | 0.00% | Reduce -28.0% | 10,336 | $242K |
| Dodds Wealth, LLC | 0.06% | No change | 10,315 | $242K |
| Hutchinson Capital Management | 0.04% | No change | 9,968 | $234K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 9,953 | $233K |
| Allodium Investment Consultants, LLC | 0.14% | New | 9,759 | $229K |
| Dopkins Wealth Management, LLC | 0.10% | Reduce -2.3% | 9,628 | $226K |
| Blue Trust, Inc. | 0.00% | Add +43.6% | 9,545 | $224K |
| Global Trust Asset Management, LLC | 0.12% | Reduce -10.8% | 9,514 | $223K |
| XY Planning Network, Inc. | 0.07% | New | 9,073 | $213K |
| Foster Group, Inc. | 0.01% | No change | 8,806 | $207K |
| Signature Estate & Investment Advisors LLC | 0.00% | New | 8,799 | $206K |
| Claris Advisors, LLC / Mo / | 0.07% | Reduce -2.4% | 8,713 | $204K |
| Nalls Sherbakoff Group, LLC | 0.14% | Reduce -8.1% | 8,491 | $199K |
| UMB Bank, n.a. | 0.00% | No change | 7,154 | $168K |
| Medallion Wealth Advisors, LLC | 0.05% | Add +2359.8% | 5,928 | $140K |
| Frazier Financial Advisors, LLC | 0.10% | No change | 5,914 | $139K |
| Farther Finance Advisors, LLC | 0.00% | Add +22.9% | 5,707 | $134K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,130 | $120K |
| Aspect Partners, LLC | 0.06% | No change | 4,925 | $116K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 4,552 | $107K |
| Blume Capital Management, Inc. | 0.02% | No change | 4,361 | $102K |
| Maseco LLP | 0.00% | — | 4,296 | $101K |
| McIlrath & Eck, LLC | 0.01% | No change | 4,215 | $99K |
| Eq Wealth Advisors, LLC | 0.06% | Reduce -23.7% | 3,790 | $89K |
| Bridge Generations Wealth Management LLC | 0.04% | No change | 2,867 | $67K |
| Kathleen S. Wright Associates Inc. | 0.02% | Add +117.2% | 2,335 | $55K |
| JPMorgan Chase & Co. | 0.00% | Reduce -38.9% | 2,314 | $54K |
| Sittner & Nelson, LLC | 0.02% | Add +94.6% | 2,259 | $53K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 2,140 | $50K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.6% | 1,990 | $47K |
| Bogart Wealth, LLC | 0.00% | No change | 1,697 | $40K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,663 | $39K |
| CoreCap Advisors, LLC | 0.00% | New | 1,662 | $39K |
| Rialto Wealth Management, LLC | 0.01% | No change | 1,366 | $32K |
| Signature Resources Capital Management, LLC | 0.02% | Reduce -96.8% | 1,266 | $30K |
| Comerica Bank | 0.00% | No change | 1,178 | $28K |
| Elevation Wealth Partners, LLC | 0.01% | Add +0.6% | 1,057 | $25K |
| Orion Capital Management LLC | 0.01% | Reduce -12.8% | 718 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -79.3% | 637 | $15K |
| Geneos Wealth Management Inc. | 0.00% | No change | 583 | $14K |
| Assetmark, Inc. | 0.00% | Reduce -21.1% | 504 | $12K |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 487 | $11K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 451 | $11K |
| Bessemer Group Inc. | 0.00% | New | 362 | $8K |
| Asset Dedication, LLC | 0.00% | Add +133.1% | 310 | $7K |
| Anfield Capital Management, LLC | 0.00% | No change | 278 | $7K |
| Morgan Stanley | 0.00% | Reduce -95.9% | 226 | $5K |
| Dunhill Financial, LLC | 0.00% | New | 153 | $4K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 90 | $2K |
| Integrity Financial Corp | 0.00% | No change | 49 | $1K |
| Global Retirement Partners, LLC | 0.00% | — | 45 | $1K |
| UBS Group AG | 0.00% | No change | 31 | $727 |
| SJS Investment Consulting Inc. | 0.00% | No change | 7 | $165 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 4 | $95 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1 | $23 |
| Signaturefd, LLC | 0.00% | New | 1 | $13 |
"% 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.