Dimensional US Real Est ETFDFARETF
13F holders, Q3 2025 (September 30)259holders +2
16new positions
13sold out
$23.83avg. 13F price*
At the end of Q3 2025, 259 institutions reported holding Dimensional US Real Est ETF (DFAR) in their 13F filings, up 2 from Q2 2025. 16 opened new positions and 13 sold out. The largest holders were Focus Partners Wealth ($87.8M), Prudential Financial Inc. ($59.4M) and HighTower Advisors, LLC ($56.7M).
- Company
- Dimensional US Real Est ETF
- CUSIP
- 25434V823
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $19.8M |
| Exits | 13 | $10.0M |
All 13F filers, Q2 2025 → Q3 2025: 3,543,085 shares bought and 2,193,839 shares sold, net +1,349,246 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 259 holders
| Focus Partners Wealth | 0.14% | Add +2.7% | 3,682,897 | $87.8M |
| Prudential Financial Inc. | 0.07% | No change | 2,489,800 | $59.4M |
| HighTower Advisors, LLC | 0.06% | Add +11.2% | 2,379,046 | $56.7M |
| Elwood & Goetz Wealth Advisory Group, LLC | 10.06% | Add +6.0% | 2,198,522 | $52.4M |
| Root Financial Partners, LLC | 2.33% | Add +50.1% | 1,582,489 | $37.7M |
| RAM Investment Partners, LLC | 5.88% | Add +3.8% | 1,314,870 | $31.4M |
| Moisand Fitzgerald Tamayo, LLC | 3.57% | Add +5.9% | 1,271,890 | $30.3M |
| Beaird Harris Wealth Management, LLC | 1.83% | Reduce -39.6% | 1,079,686 | $25.8M |
| Great Oak Capital Partners, LLC | 5.78% | Add +5.3% | 920,974 | $22.0M |
| Rather & Kittrell, Inc. | 3.82% | Add +5.7% | 913,843 | $21.8M |
| Phillips Financial Management, LLC | 1.10% | Add +11.0% | 696,187 | $16.6M |
| Sequoia Financial Advisors, LLC | 0.10% | Add +4.7% | 652,873 | $15.6M |
| Burton Enright Welch | 2.27% | Add +5.8% | 629,568 | $15.0M |
| Wealth Dimensions Group, Ltd. | 2.78% | Add +10.4% | 566,884 | $13.5M |
| Savant Capital, LLC | 0.08% | Reduce -7.6% | 553,868 | $13.2M |
| Bridgewater Advisors Inc. | 0.88% | Reduce -3.1% | 543,390 | $12.6M |
| United Wealth Management, LLC | 3.22% | Add +2.6% | 496,897 | $11.9M |
| Fidato Wealth LLC | 7.69% | Add +6.4% | 490,659 | $11.7M |
| Exencial Wealth Advisors, LLC | 0.38% | Add +0.2% | 486,044 | $11.6M |
| Pathstone Holdings, LLC | 0.04% | Reduce -3.9% | 481,835 | $11.5M |
| Core Wealth Management, Inc. | 3.60% | Add +2.4% | 468,720 | $11.2M |
| Hemington Wealth Management | 1.44% | Add +3.8% | 465,050 | $11.1M |
| Vise Technologies, Inc. | 0.38% | New | 432,104 | $10.3M |
| Dynamic Advisor Solutions LLC | 0.29% | Add +4.4% | 413,300 | $9.9M |
| Satovsky Asset Management LLC | 1.97% | Add +3.5% | 413,093 | $9.9M |
| LPL Financial LLC | 0.00% | Add +3.0% | 405,267 | $9.7M |
| Forum Financial Management, LP | 0.13% | Reduce -0.2% | 401,568 | $9.6M |
| Willow Creek Wealth Management Inc. | 0.77% | Add +1.3% | 391,044 | $9.3M |
| Timonier Family Office, LTD. | 3.00% | Add +12.4% | 384,378 | $9.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.0% | 368,860 | $8.8M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +37.6% | 368,461 | $8.8M |
| Jackson Thornton Wealth Management, LLC | 0.89% | Add +4.9% | 373,824 | $8.8M |
| Betterment LLC | 0.02% | Add +12.3% | 348,105 | $8.3M |
| Aspen Wealth Management LLC | 1.84% | Add +3.2% | 347,248 | $8.3M |
| Pinney & Scofield, Inc. | 4.94% | Add +18.3% | 333,430 | $8.0M |
| Crestmont Private Wealth LLC | 2.62% | Add +1.0% | 332,630 | $7.9M |
| Onyx Financial Advisors, LLC | 3.51% | Add +3.3% | 332,475 | $7.9M |
| Pillar Financial Advisors, LLC | 4.11% | Add +20.0% | 274,090 | $6.5M |
| Straight Path Wealth Management | 1.76% | Add +17.7% | 264,288 | $6.3M |
| LRI Investments, LLC | 0.51% | Add +75.9% | 260,677 | $6.2M |
| Vannoy Advisory Group, Inc. | 4.06% | Add +2.7% | 260,654 | $6.2M |
| Stokes Family Office, LLC | 0.59% | Add +2.3% | 258,635 | $6.2M |
| Pinnacle Financial Group, LLC / IL | 1.84% | Add +5.3% | 255,737 | $6.1M |
| Awm Capital, LLC | 0.53% | Add +15.8% | 244,351 | $5.8M |
| Curio Wealth, LLC | 2.38% | Add +6.9% | 243,300 | $5.8M |
| DecisionPoint Financial, LLC | 1.35% | Reduce -0.1% | 242,676 | $5.8M |
| Financial Harvest, LLC | 3.87% | Add +7.6% | 240,584 | $5.7M |
| Private Advisor Group, LLC | 0.03% | Reduce -6.5% | 225,741 | $5.4M |
| Asset Planning Corporation | 2.53% | Add +3.0% | 223,428 | $5.3M |
| PBMares Wealth Management LLC | 0.83% | Add +10.3% | 215,273 | $5.1M |
| Oceanside Advisors LLC | 3.16% | Add +3.7% | 212,049 | $5.1M |
| Gradient Capital Advisors, LLC | 1.30% | Add +2.7% | 203,008 | $4.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.6% | 201,722 | $4.8M |
| Legacy Financial Group, Inc. | 1.32% | Reduce -0.4% | 201,398 | $4.8M |
| Diversify Wealth Management, LLC | 0.28% | Reduce -14.0% | 205,410 | $4.8M |
| Chicago Partners Investment Group LLC | 0.12% | Add +1.1% | 201,714 | $4.8M |
| Seneschal Advisors, LLC | 3.29% | Add +10.4% | 190,248 | $4.5M |
| Rockwood Wealth Management, LLC | 0.33% | Reduce -4.8% | 175,209 | $4.2M |
| PFG Private Wealth Management, LLC | 1.86% | New | 174,724 | $4.2M |
| Integrity Wealth Solutions LLC | 1.86% | Add +6.9% | 174,724 | $4.2M |
| Citrine Capital LLC | 1.87% | Add +8.1% | 169,407 | $4.0M |
| AE Wealth Management LLC | 0.03% | Reduce -2.4% | 168,292 | $4.0M |
| Grand Wealth Management, LLC | 1.92% | Add +6.7% | 167,028 | $4.0M |
| Ruedi Wealth Management, Inc. | 1.11% | Add +0.6% | 166,944 | $4.0M |
| Arcadia Wealth Management, Inc. | 2.39% | Add +4.5% | 165,297 | $3.9M |
| Evanson Asset Management, LLC | 0.21% | Add +0.7% | 158,200 | $3.8M |
| Maryland Capital Advisors Inc. | 1.34% | Add +7.3% | 156,838 | $3.7M |
| BCU Wealth Advisors, LLC | 1.50% | Add +13.1% | 155,926 | $3.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.0% | 154,424 | $3.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -15.1% | 151,454 | $3.6M |
| Brown Financial Advisory | 1.82% | Reduce -12.5% | 145,517 | $3.5M |
| Apella Capital, LLC | 0.08% | Add +10.5% | 144,956 | $3.4M |
| Integrated Wealth Concepts LLC | 0.03% | Add +7.8% | 143,324 | $3.4M |
| Aprio Wealth Management, LLC | 0.34% | Reduce -79.2% | 143,207 | $3.4M |
| Disciplined Investments, LLC | 1.31% | Add +5.7% | 138,179 | $3.3M |
| Bannerman Wealth Management Group, LLC | 2.41% | Add +9.3% | 136,941 | $3.3M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Reduce -29.7% | 137,635 | $3.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +18.1% | 128,927 | $3.0M |
| Strathmore Capital Advisors, Inc. | 1.16% | Add +4.1% | 118,512 | $2.8M |
| MML Investors Services, LLC | 0.01% | Add +3.7% | 117,343 | $2.8M |
| Burk Holdings LLC | 1.38% | Add +15.8% | 108,538 | $2.6M |
| Squire Investment Management Company, LLC | 0.84% | Add +24.1% | 108,529 | $2.6M |
| PFG Advisors | 0.10% | Add +19.6% | 104,613 | $2.5M |
| Johnson Wealth Management, LLC | 1.37% | — | 103,894 | $2.5M |
| Summit Wealth Group, LLC | 0.60% | Add +1.6% | 103,365 | $2.5M |
| Warburton Capital Management, LLC | 1.46% | Add +27.0% | 101,711 | $2.4M |
| CarsonAllaria Wealth Management, Ltd. | 1.25% | Add +1.5% | 101,090 | $2.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.4% | 98,790 | $2.4M |
| Builder Investment Group Inc. | 0.53% | Add +5.3% | 98,405 | $2.3M |
| Glass Jacobson Investment Advisors llc | 0.84% | Add +6.0% | 97,622 | $2.3M |
| Applied Capital LLC | 0.86% | Add +8.1% | 89,092 | $2.1M |
| Tillman Hartley LLC | 0.55% | Add +3.6% | 89,051 | $2.1M |
| Note Advisors, LLC | 1.22% | Add +10.3% | 86,075 | $2.1M |
| FMB Wealth Management | 0.87% | Add +21.8% | 85,994 | $2.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Reduce -31.1% | 84,406 | $2.0M |
| Pacific Asset Management, LLC | 1.36% | Add +5.6% | 83,782 | $2.0M |
| SageView Advisory Group, LLC | 0.07% | Add +1.4% | 81,163 | $1.9M |
| Austin Wealth Management, LLC | 0.30% | Reduce -22.5% | 80,148 | $1.9M |
| Creative Planning | 0.00% | Add +0.3% | 80,775 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +193.6% | 79,783 | $1.9M |
"% 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.