Dimensional US Real Est ETFDFARETF
13F holders, Q4 2025 (December 31)284holders +25
20new positions
10sold out
1famous investor
$22.92avg. 13F price*
At the end of Q4 2025, 284 institutions reported holding Dimensional US Real Est ETF (DFAR) in their 13F filings, up 25 from Q3 2025. 20 opened new positions and 10 sold out. The largest holders were Focus Partners Wealth ($87.1M), HighTower Advisors, LLC ($59.0M) and Prudential Financial Inc. ($56.2M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $30.4M |
| Exits | 10 | $6.9M |
All 13F filers, Q3 2025 → Q4 2025: 6,596,758 shares bought and 1,929,701 shares sold, net +4,667,057 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 284 holders
| Focus Partners Wealth | 0.10% | Add +3.3% | 3,803,617 | $87.1M |
| HighTower Advisors, LLC | 0.06% | Add +8.3% | 2,575,478 | $59.0M |
| Prudential Financial Inc. | 0.07% | Reduce -1.4% | 2,454,700 | $56.2M |
| Elwood & Goetz Wealth Advisory Group, LLC | 9.57% | Add +8.1% | 2,375,621 | $54.4M |
| Root Financial Partners, LLC | 2.26% | Add +20.6% | 1,909,269 | $43.7M |
| Vise Technologies, Inc. | 0.76% | Add +292.6% | 1,696,565 | $38.9M |
| Moisand Fitzgerald Tamayo, LLC | 3.51% | Add +6.8% | 1,358,580 | $31.1M |
| RAM Investment Partners, LLC | 5.61% | Add +3.1% | 1,355,398 | $31.0M |
| Rather & Kittrell, Inc. | 3.72% | Add +10.5% | 1,009,694 | $23.1M |
| Great Oak Capital Partners, LLC | 5.79% | Add +9.2% | 1,005,555 | $23.1M |
| Savant Capital, LLC | 0.12% | Add +73.1% | 958,787 | $22.0M |
| Beacon Pointe Advisors, LLC | 0.14% | Add +131.5% | 852,933 | $19.5M |
| Phillips Financial Management, LLC | 1.11% | Add +7.7% | 749,757 | $17.2M |
| Two Sigma Investments, LP | 0.03% | New | 692,700 | $15.9M |
| Sequoia Financial Advisors, LLC | 0.09% | Add +5.3% | 687,487 | $15.7M |
| Burton Enright Welch | 2.18% | Add +7.2% | 674,979 | $15.5M |
| Wealth Dimensions Group, Ltd. | 2.95% | Add +14.4% | 648,822 | $14.9M |
| Pathstone Holdings, LLC | 0.05% | Add +25.6% | 605,073 | $13.9M |
| United Wealth Management, LLC | 3.10% | Add +5.5% | 524,020 | $12.0M |
| Fidato Wealth LLC | 7.66% | Add +6.7% | 523,417 | $12.0M |
| Beaird Harris Wealth Management, LLC | 0.82% | Reduce -51.7% | 521,934 | $12.0M |
| Exencial Wealth Advisors, LLC | 0.36% | Add +0.7% | 489,628 | $11.2M |
| Core Wealth Management, Inc. | 3.41% | Add +2.0% | 477,897 | $10.9M |
| Jackson Thornton Wealth Management, LLC | 0.94% | Add +14.6% | 428,390 | $9.9M |
| LPL Financial LLC | 0.00% | Add +4.6% | 423,777 | $9.7M |
| Satovsky Asset Management LLC | 1.88% | Add +2.3% | 422,647 | $9.7M |
| Timonier Family Office, LTD. | 2.96% | Add +5.9% | 406,986 | $9.3M |
| Raymond James Financial Inc. | 0.00% | Add +9.3% | 403,226 | $9.2M |
| Forum Financial Management, LP | 0.12% | Reduce -0.2% | 400,711 | $9.2M |
| Aspen Wealth Management LLC | 1.82% | Add +8.7% | 377,538 | $8.6M |
| Onyx Financial Advisors, LLC | 3.63% | Add +12.5% | 374,049 | $8.6M |
| Pinney & Scofield, Inc. | 4.85% | Add +12.0% | 373,392 | $8.6M |
| Betterment LLC | 0.02% | Add +1.8% | 354,442 | $8.1M |
| LRI Investments, LLC | 0.65% | Add +35.3% | 352,787 | $8.1M |
| Crestmont Private Wealth LLC | 2.46% | Reduce -0.7% | 330,287 | $7.6M |
| Pillar Financial Advisors, LLC | 4.32% | Add +14.2% | 312,893 | $7.2M |
| Dynamic Advisor Solutions LLC | 0.22% | Reduce -26.7% | 302,980 | $6.9M |
| Straight Path Wealth Management | 1.78% | Add +9.1% | 288,441 | $6.6M |
| Vannoy Advisory Group, Inc. | 4.04% | Add +6.7% | 278,088 | $6.4M |
| Private Advisor Group, LLC | 0.03% | Add +22.8% | 277,161 | $6.3M |
| Financial Harvest, LLC | 3.81% | Add +12.1% | 269,637 | $6.2M |
| Curio Wealth, LLC | 2.18% | Add +10.1% | 267,970 | $6.2M |
| Stokes Family Office, LLC | 0.55% | Add +1.6% | 262,910 | $6.0M |
| Pinnacle Financial Group, LLC / IL | 1.72% | Add +1.4% | 259,342 | $5.9M |
| Awm Capital, LLC | 0.53% | Add +4.3% | 254,990 | $5.8M |
| Oceanside Advisors LLC | 3.08% | Add +4.8% | 222,202 | $5.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.8% | 219,517 | $5.0M |
| Chicago Partners Investment Group LLC | 0.12% | Add +5.7% | 213,268 | $5.0M |
| Gradient Capital Advisors, LLC | 1.22% | Add +1.5% | 206,004 | $4.7M |
| Legacy Financial Group, Inc. | 1.22% | Add +0.6% | 202,506 | $4.6M |
| Seneschal Advisors, LLC | 3.39% | Add +5.5% | 200,775 | $4.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +1533.6% | 196,935 | $4.5M |
| Integrity Wealth Solutions LLC | 1.77% | Add +11.6% | 195,054 | $4.5M |
| Summit Wealth Group LLC / Co. | 0.58% | New | 191,499 | $4.4M |
| Diversify Wealth Management, LLC | 0.20% | Reduce -8.6% | 187,732 | $4.4M |
| Grand Wealth Management, LLC | 1.96% | Add +13.3% | 189,181 | $4.3M |
| DecisionPoint Financial, LLC | 0.94% | Reduce -22.8% | 187,371 | $4.3M |
| Bridgewater Advisors Inc. | 0.27% | Reduce -67.3% | 177,918 | $4.2M |
| Citrine Capital LLC | 1.91% | Add +6.0% | 179,547 | $4.1M |
| M Holdings Securities, Inc. | 0.29% | Add +361.4% | 178,392 | $4.1M |
| Arcadia Wealth Management, Inc. | 2.33% | Add +7.5% | 177,609 | $4.1M |
| Rachor Investment Advisory Services, LLC | 2.15% | — | 177,039 | $4.1M |
| BCU Wealth Advisors, LLC | 1.51% | Add +10.5% | 172,306 | $3.9M |
| North Berkeley Wealth Management, LLC | 2.26% | New | 167,397 | $3.8M |
| Rockwood Wealth Management, LLC | 0.28% | Reduce -4.8% | 166,799 | $3.8M |
| Strategic Wealth Advisors LLC | 3.25% | — | 165,957 | $3.8M |
| Ruedi Wealth Management, Inc. | 0.99% | Reduce -1.0% | 165,232 | $3.8M |
| AE Wealth Management LLC | 0.02% | Reduce -2.5% | 164,072 | $3.8M |
| Maryland Capital Advisors Inc. | 1.26% | Add +4.0% | 163,162 | $3.7M |
| Apella Capital, LLC | 0.07% | Add +11.5% | 161,683 | $3.7M |
| Evanson Asset Management, LLC | 0.20% | Add +1.3% | 160,324 | $3.7M |
| Disciplined Investments, LLC | 1.34% | Add +9.9% | 151,897 | $3.5M |
| Aprio Wealth Management, LLC | 0.19% | Add +3.6% | 148,299 | $3.4M |
| Bannerman Wealth Management Group, LLC | 2.38% | Add +7.1% | 146,686 | $3.4M |
| Burk Holdings LLC | 1.54% | Add +30.2% | 141,338 | $3.2M |
| Professional Financial Solutions LLC | 2.96% | — | 137,730 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.4% | 130,672 | $3.0M |
| Hurlow Wealth Management Group, Inc. | 0.72% | Add +64.7% | 128,312 | $2.9M |
| Strathmore Capital Advisors, Inc. | 0.95% | Add +6.9% | 126,643 | $2.9M |
| MML Investors Services, LLC | 0.01% | Add +6.6% | 125,094 | $2.9M |
| Warburton Capital Management, LLC | 1.59% | Add +20.8% | 122,880 | $2.8M |
| Builder Investment Group Inc. | 0.61% | Add +24.7% | 122,676 | $2.8M |
| Johnson Wealth Management, LLC | 1.37% | Add +15.7% | 120,241 | $2.8M |
| Brown Financial Advisory | 1.39% | Reduce -17.7% | 119,825 | $2.7M |
| Tillman Hartley LLC | 0.69% | Add +33.9% | 119,205 | $2.7M |
| Squire Investment Management Company, LLC | 0.82% | Add +9.6% | 118,923 | $2.7M |
| PFG Advisors | 0.13% | Add +11.2% | 116,314 | $2.7M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -20.7% | 113,720 | $2.6M |
| Glass Jacobson Investment Advisors llc | 0.89% | Add +11.2% | 108,528 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -29.6% | 106,687 | $2.4M |
| Summit Wealth Group, LLC | 0.56% | Add +2.0% | 105,417 | $2.4M |
| CarsonAllaria Wealth Management, Ltd. | 1.19% | Add +3.7% | 104,814 | $2.4M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -29.3% | 97,343 | $2.2M |
| Applied Capital LLC | 0.84% | Add +7.6% | 95,834 | $2.2M |
| Note Advisors, LLC | 1.11% | Add +6.6% | 91,782 | $2.2M |
| FMB Wealth Management | 0.79% | Add +2.3% | 87,964 | $2.0M |
| Allworth Financial LP | 0.01% | Add +20.9% | 87,820 | $2.0M |
| Pacific Asset Management, LLC | 1.21% | Add +4.7% | 87,743 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +8.2% | 86,316 | $2.0M |
| SageView Advisory Group, LLC | 0.07% | Add +5.6% | 85,706 | $2.0M |
"% 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.