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 |
| Hurlow Wealth Management Group, Inc. | 0.48% | Add +280.4% | 77,905 | $1.9M |
| Andrews, Lucia Wealth Management LLC | 1.10% | Add +13.0% | 76,666 | $1.8M |
| Vestia Personal Wealth Advisors | 0.94% | Add +13.1% | 74,064 | $1.8M |
| Atria Investments, Inc | 0.02% | Reduce -42.3% | 73,741 | $1.8M |
| Allworth Financial LP | 0.01% | Add +10.1% | 72,669 | $1.7M |
| Ariadne Wealth Management, LP | 0.77% | Add +4.7% | 73,441 | $1.7M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -8.9% | 70,000 | $1.7M |
| RCS Financial Planning, LLC | 0.72% | Reduce -3.5% | 68,634 | $1.6M |
| First Financial Group Corp | 1.41% | Add +11.0% | 68,227 | $1.6M |
| JMG Financial Group, Ltd. | 0.04% | Add +2.0% | 65,780 | $1.6M |
| CGN Advisors LLC | 0.12% | Add +1.0% | 58,634 | $1.4M |
| Vawter Financial, Ltd. | 0.62% | New | 57,479 | $1.4M |
| Fortress Wealth Management, Inc. | 0.59% | New | 55,930 | $1.3M |
| Weinberger Asset Management, Inc | 0.48% | Add +9.4% | 55,828 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -8.0% | 55,697 | $1.3M |
| Vantage Point Financial LLC | 0.51% | Reduce -7.5% | 55,109 | $1.3M |
| Arcadia Wealth Management, LLC | 0.52% | Reduce -13.1% | 55,038 | $1.3M |
| WPWealth LLP | 0.19% | Add +1.2% | 49,924 | $1.2M |
| Diversified Portfolios, Inc. | 0.10% | Add +0.1% | 48,296 | $1.2M |
| Factor Wealth Management LTD | 0.29% | Reduce -2.6% | 48,024 | $1.1M |
| Corient Private Wealth LP | 0.00% | Reduce -12.3% | 47,804 | $1.1M |
| Aegis Wealth Management LLC | 0.61% | Reduce -8.2% | 47,523 | $1.1M |
| Sterling Financial Planning, Inc. | 0.35% | Add +0.3% | 46,497 | $1.1M |
| Red Lighthouse Investment Management, LLC | 0.38% | No change | 46,180 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Reduce -8.2% | 45,790 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.6% | 45,006 | $1.1M |
| Forum Private Client Group LLC | 0.37% | Reduce -11.0% | 44,021 | $1.0M |
| TAGStone Capital, Inc. | 0.41% | Reduce -2.3% | 43,920 | $1.0M |
| Porter White Investment Advisors, Inc. | 0.44% | Add +1.4% | 43,049 | $1.0M |
| AssuredPartners Investment Advisors, LLC | 0.23% | Add +9.7% | 43,016 | $1.0M |
| Sowell Financial Services LLC | 0.04% | Add +12.8% | 42,813 | $1.0M |
| Strategic Investment Solutions, Inc. | 0.26% | Reduce -16.4% | 41,549 | $991K |
| DiNuzzo Private Wealth, Inc. | 0.11% | No change | 40,737 | $973K |
| Wealthspire Advisors, LLC | 0.01% | Add +0.0% | 39,908 | $952K |
| Infinity Wealth Counsel, LLC | 0.91% | Add +2.1% | 39,308 | $937K |
| M Holdings Securities, Inc. | 0.19% | Add +2.4% | 38,667 | $922K |
| Heritage Wealth Management, Inc. | 0.60% | Reduce -2.9% | 37,085 | $884K |
| Mariner, LLC | 0.00% | Add +7.5% | 36,586 | $873K |
| Sprinkle Financial Consultants LLC | 0.48% | Add +1.0% | 36,025 | $859K |
| Advisory Alpha, LLC | 0.02% | Reduce -0.5% | 34,647 | $824K |
| Royal Bank of Canada | 0.00% | Add +36.0% | 34,195 | $815K |
| Legacy Capital Wealth Partners, LLC | 0.17% | Add +20.3% | 33,396 | $796K |
| Redwood Park Advisors LLC | 0.58% | Add +7.5% | 32,715 | $780K |
| Entrewealth, LLC | 0.39% | Reduce -10.6% | 31,665 | $755K |
| Lakeridge Wealth Management LLC | 0.32% | Add +1.6% | 30,218 | $721K |
| Caprock Group, LLC | 0.02% | — | 27,988 | $668K |
| Sax Wealth Advisors, LLC | 0.04% | Reduce -24.9% | 27,909 | $666K |
| SpringVest Wealth Management LLC | 0.47% | Add +31.4% | 26,803 | $639K |
| Atlantic Union Bankshares Corp | 0.01% | Add +14.9% | 26,459 | $631K |
| DBK Financial Counsel, LLC | 0.52% | Reduce -14.9% | 25,770 | $615K |
| Sei Investments Co. | 0.00% | Add +13.6% | 25,563 | $610K |
| Monograph Wealth Advisors, LLC | 0.06% | Reduce -11.3% | 25,175 | $600K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +180.8% | 24,709 | $589K |
| American Investment Services, Inc. | 0.14% | Reduce -0.1% | 24,329 | $580K |
| Five Oceans Advisors | 0.21% | Add +8.3% | 24,322 | $580K |
| Greenwood Capital Associates LLC | 0.06% | Add +68.3% | 23,287 | $555K |
| Raffa Wealth Management, LLC | 0.10% | Add +2.5% | 22,910 | $546K |
| Parkwoods Wealth Partners, LLC | 0.18% | New | 22,722 | $542K |
| Austin Asset Management Co Inc | 0.10% | No change | 22,600 | $539K |
| Cardiff Park Advisors, LLC | 0.04% | Add +0.1% | 21,998 | $525K |
| UBS Group AG | 0.00% | Add +70322.6% | 21,831 | $521K |
| Flagstone Financial Management | 0.13% | No change | 21,166 | $505K |
| WorthPointe, LLC | 0.19% | Add +0.2% | 21,142 | $504K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +13.3% | 20,418 | $487K |
| Fonville Wealth Management LLC | 0.11% | Reduce -0.2% | 20,313 | $484K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 19,741 | $471K |
| Yoder Wealth Management, Inc. | 0.21% | Add +5.3% | 18,839 | $449K |
| Accurate Wealth Management, LLC | 0.06% | Add +0.6% | 18,318 | $429K |
| Elevate Wealth Advisory, Inc. | 0.31% | No change | 17,913 | $427K |
| CLG LLC | 0.12% | No change | 17,746 | $423K |
| Melfa Wealth Management, Inc. | 0.25% | No change | 17,729 | $423K |
| Prime Capital Investment Advisors, LLC | 0.01% | New | 17,651 | $421K |
| SOL Capital Management CO | 0.04% | No change | 17,540 | $418K |
| Walkner Condon Financial Advisors LLC | 0.07% | Reduce -20.7% | 17,475 | $417K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +2.9% | 16,113 | $384K |
| Choreo, LLC | 0.01% | Add +1.4% | 16,046 | $383K |
| TCI Wealth Advisors, Inc. | 0.02% | Add +20.7% | 16,032 | $382K |
| Washington Trust Advisors, Inc. | 0.03% | New | 15,819 | $377K |
| Northwest Wealth Management, LLC | 0.06% | Add +0.3% | 15,807 | $377K |
| Susquehanna International Group, LLP | 0.00% | Reduce -63.3% | 15,446 | $368K |
| Wealth Management Nebraska | 0.04% | Add +7.8% | 15,418 | $368K |
| Wealthspan Partners, LLC | 0.14% | Add +2.5% | 15,142 | $361K |
| Modera Wealth Management, LLC | 0.00% | No change | 15,109 | $360K |
| Brookstone Capital Management | 0.00% | Add +23.3% | 14,811 | $353K |
| Dupree Financial Group, LLC | 0.13% | Reduce -2.5% | 14,454 | $345K |
| Wealth Advisors Northwest LLC | 0.17% | Reduce -41.5% | 14,395 | $343K |
| CPA Asset Management Group, LLC | 0.13% | Reduce -0.4% | 14,016 | $334K |
| IFP Advisors, Inc | 0.01% | Reduce -3.8% | 13,963 | $333K |
| Bayshore Asset Management, LLC | 0.14% | Add +16.3% | 13,756 | $328K |
| Jane Street Group, LLC | 0.00% | New | 13,334 | $318K |
| Nalls Sherbakoff Group, LLC | 0.21% | Add +54.6% | 13,129 | $313K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -12.3% | 13,063 | $312K |
| Magnolia Private Wealth, LLC | 0.23% | No change | 12,908 | $308K |
| Tortoise Investment Management, LLC | 0.03% | No change | 12,427 | $296K |
| EnRich Financial Partners LLC | 0.08% | No change | 12,140 | $290K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +3.8% | 12,055 | $288K |
| JDH Wealth Management, LLC | 0.20% | Add +0.0% | 12,028 | $287K |
| Physician Wealth Advisors, Inc. | 0.04% | Add +2.0% | 11,952 | $285K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -6.6% | 11,621 | $277K |
| Mission Wealth Management, LP | 0.01% | Reduce -9.0% | 11,013 | $263K |
| Wescott Financial Advisory Group, LLC | 0.02% | No change | 10,439 | $249K |
| Heritage Wealth Management, Inc./Texas | 0.11% | Reduce -14.9% | 10,376 | $247K |
| Dodds Wealth, LLC | 0.06% | No change | 10,315 | $246K |
| Allodium Investment Consultants, LLC | 0.14% | Add +5.6% | 10,303 | $246K |
| Blue Trust, Inc. | 0.00% | Add +5.7% | 10,089 | $241K |
| Hutchens & Kramer Investment Management Group, LLC | 0.09% | Reduce -4.1% | 10,055 | $240K |
| Arista Wealth Management, LLC | 0.03% | Reduce -6.0% | 9,990 | $238K |
| Hutchinson Capital Management | 0.04% | No change | 9,968 | $238K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 9,953 | $237K |
| SC&H Financial Advisors, Inc. | 0.04% | Reduce -18.7% | 9,732 | $232K |
| Medallion Wealth Advisors, LLC | 0.08% | Add +53.8% | 9,119 | $217K |
| McMill Wealth Management | 0.06% | New | 8,947 | $213K |
| XY Planning Network, Inc. | 0.07% | No change | 9,073 | $213K |
| Foster Group, Inc. | 0.01% | No change | 8,806 | $210K |
| Mitchell McLeod Pugh & Williams Inc. | 0.03% | New | 8,767 | $207K |
| Claris Advisors, LLC / Mo / | 0.07% | No change | 8,713 | $204K |
| JPMorgan Chase & Co. | 0.00% | Add +211.2% | 7,201 | $172K |
| UMB Bank, n.a. | 0.00% | No change | 7,154 | $171K |
| Farther Finance Advisors, LLC | 0.00% | Add +5.5% | 6,022 | $144K |
| Frazier Financial Advisors, LLC | 0.09% | No change | 5,914 | $141K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,130 | $122K |
| Aspect Partners, LLC | 0.05% | No change | 4,925 | $117K |
| Maseco LLP | 0.01% | Add +7.3% | 4,611 | $110K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 4,552 | $109K |
| Blume Capital Management, Inc. | 0.02% | No change | 4,361 | $104K |
| Kathleen S. Wright Associates Inc. | 0.04% | Add +86.4% | 4,352 | $104K |
| McIlrath & Eck, LLC | 0.01% | No change | 4,215 | $101K |
| Global Trust Asset Management, LLC | 0.03% | Reduce -66.9% | 3,146 | $75K |
| Bridge Generations Wealth Management LLC | 0.05% | No change | 2,867 | $68K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.6% | 2,002 | $48K |
| Rialto Wealth Management, LLC | 0.01% | Add +40.3% | 1,916 | $46K |
| Bogart Wealth, LLC | 0.00% | No change | 1,697 | $40K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,663 | $40K |
| CNB Bank | 0.01% | New | 1,370 | $33K |
| CoreCap Advisors, LLC | 0.00% | Reduce -22.6% | 1,287 | $31K |
| Comerica Bank | 0.00% | No change | 1,178 | $28K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +81.2% | 1,154 | $28K |
| Signature Resources Capital Management, LLC | 0.01% | Reduce -9.6% | 1,144 | $27K |
| Elevation Wealth Partners, LLC | 0.01% | Add +0.7% | 1,064 | $25K |
| Larson Financial Group LLC | 0.00% | New | 1,041 | $25K |
| Sittner & Nelson, LLC | 0.01% | Reduce -61.2% | 877 | $21K |
| Assetmark, Inc. | 0.00% | Add +64.1% | 827 | $20K |
| Orion Capital Management LLC | 0.01% | No change | 718 | $17K |
| Geneos Wealth Management Inc. | 0.00% | No change | 583 | $14K |
| Wells Fargo & Company | 0.00% | New | 583 | $14K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 451 | $11K |
| Bessemer Group Inc. | 0.00% | Reduce -1.7% | 356 | $8K |
| Anfield Capital Management, LLC | 0.00% | No change | 278 | $7K |
| Morgan Stanley | 0.00% | Reduce -0.4% | 225 | $5K |
| Dunhill Financial, LLC | 0.00% | No change | 153 | $4K |
| Asset Dedication, LLC | 0.00% | Reduce -57.1% | 133 | $3K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 90 | $2K |
| Integrity Financial Corp | 0.00% | No change | 49 | $1K |
| Global Retirement Partners, LLC | 0.00% | No change | 45 | $1K |
| MAI Capital Management | 0.00% | New | 34 | $811 |
| North Capital, Inc. | 0.00% | New | 8 | $191 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Add +75.0% | 7 | $169 |
| SJS Investment Consulting Inc. | 0.00% | No change | 7 | $167 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 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.