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 |
| Trailhead Planners LLC | 1.91% | — | 85,101 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -47.3% | 81,375 | $1.9M |
| Andrews, Lucia Wealth Management LLC | 1.11% | Add +5.9% | 81,193 | $1.9M |
| Ferguson Johnson Wealth Management Inc | 1.53% | — | 80,139 | $1.8M |
| Factor Wealth Management LTD | 0.39% | Add +64.0% | 78,742 | $1.8M |
| Creative Planning | 0.00% | Reduce -3.1% | 78,262 | $1.8M |
| Vestia Personal Wealth Advisors | 0.91% | Add +2.5% | 75,893 | $1.8M |
| Austin Wealth Management, LLC | 0.26% | Reduce -5.3% | 75,884 | $1.8M |
| RCS Financial Planning, LLC | 0.68% | Add +0.4% | 68,909 | $1.6M |
| First Financial Group Corp | 1.31% | Reduce -1.3% | 67,362 | $1.5M |
| JMG Financial Group, Ltd. | 0.04% | Add +1.6% | 66,832 | $1.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -22.1% | 65,752 | $1.5M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -7.1% | 65,000 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -34.9% | 64,317 | $1.5M |
| Broadhurst Jeffrey B | 1.52% | — | 63,728 | $1.5M |
| CGN Advisors LLC | 0.11% | Add +3.0% | 60,402 | $1.4M |
| Quadrature Capital Ltd | 0.01% | New | 60,091 | $1.4M |
| Redwood Park Advisors LLC | 0.92% | Add +79.9% | 58,843 | $1.3M |
| Weinberger Asset Management, Inc | 0.47% | Add +1.4% | 56,609 | $1.3M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +123.5% | 55,221 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | New | 54,416 | $1.2M |
| Arcadia Wealth Management, LLC | 0.46% | Reduce -1.7% | 54,095 | $1.2M |
| Infinity Wealth Counsel, LLC | 1.13% | Add +37.4% | 53,998 | $1.2M |
| DWR Wealth Management, LLC | 1.13% | — | 52,983 | $1.2M |
| Vawter Financial, Ltd. | 0.51% | Reduce -8.5% | 52,616 | $1.2M |
| Vantage Point Financial LLC | 0.42% | Reduce -6.8% | 51,357 | $1.2M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -8.5% | 50,981 | $1.2M |
| WPWealth LLP | 0.18% | Add +1.1% | 50,446 | $1.2M |
| AssuredPartners Investment Advisors, LLC | 0.17% | Add +16.9% | 50,301 | $1.2M |
| Corient Private Wealth LP | 0.00% | Add +4.7% | 50,050 | $1.1M |
| Ariadne Wealth Management, LP | 0.47% | Reduce -36.7% | 46,502 | $1.1M |
| Aznar Financial Advisors, LLC | 1.09% | — | 49,529 | $1.1M |
| Sterling Financial Planning, Inc. | 0.33% | Add +2.6% | 47,726 | $1.1M |
| Sowell Financial Services LLC | 0.04% | Add +11.0% | 47,508 | $1.1M |
| Ballast Financial Advisors LLC | 1.10% | — | 46,597 | $1.1M |
| Red Lighthouse Investment Management, LLC | 0.38% | No change | 46,180 | $1.1M |
| Guardian Wealth Management, LLC | 0.33% | — | 45,554 | $1.0M |
| DiNuzzo Private Wealth, Inc. | 0.11% | Add +11.4% | 45,385 | $1.0M |
| Porter White Investment Advisors, Inc. | 0.42% | Add +4.6% | 45,014 | $1.0M |
| Forum Private Client Group LLC | 0.34% | Reduce -1.8% | 43,212 | $990K |
| Diversified Portfolios, Inc. | 0.08% | Reduce -11.9% | 42,560 | $975K |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.9% | 42,343 | $970K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +101.3% | 41,098 | $941K |
| Wealthspire Advisors, LLC | 0.01% | Add +0.0% | 39,918 | $914K |
| Merit Financial Group, LLC | 0.01% | Reduce -16.4% | 38,267 | $876K |
| Heritage Wealth Management, Inc. | 0.56% | Add +1.6% | 37,692 | $863K |
| marrick wealth, LLC | 0.70% | — | 37,327 | $855K |
| TAGStone Capital, Inc. | 0.32% | Reduce -15.2% | 37,246 | $853K |
| Sprinkle Financial Consultants LLC | 0.42% | Add +1.3% | 36,481 | $835K |
| Advisory Alpha, LLC | 0.02% | Reduce -0.2% | 34,575 | $792K |
| Strategic Investment Solutions, Inc. | 0.19% | Reduce -16.9% | 34,522 | $791K |
| Approach Retirement Advisors, LLC | 0.64% | — | 32,253 | $739K |
| Lakeridge Wealth Management LLC | 0.33% | Add +5.2% | 31,788 | $728K |
| Stolz & Associates, PS | 0.55% | — | 31,065 | $711K |
| Greenwood Capital Associates LLC | 0.08% | Add +32.7% | 30,896 | $708K |
| Aegis Wealth Management LLC | 0.38% | Reduce -38.7% | 29,151 | $668K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +47.0% | 29,021 | $665K |
| Mission Wealth Management, LP | 0.01% | Add +163.2% | 28,987 | $664K |
| Entrewealth, LLC | 0.29% | Reduce -15.4% | 26,775 | $644K |
| Royal Bank of Canada | 0.00% | Reduce -18.1% | 28,022 | $641K |
| Caprock Group, LLC | 0.01% | No change | 27,988 | $641K |
| Sei Investments Co. | 0.00% | Add +9.4% | 27,964 | $640K |
| Legacy Capital Wealth Partners, LLC | 0.14% | Reduce -17.5% | 27,539 | $631K |
| Atlantic Union Bankshares Corp | 0.01% | Add +0.9% | 26,703 | $612K |
| Parkwoods Wealth Partners, LLC | 0.18% | Add +17.1% | 26,598 | $609K |
| DBK Financial Counsel, LLC | 0.45% | No change | 25,770 | $590K |
| Diversify Advisory Services, LLC | 0.02% | New | 24,425 | $585K |
| Monograph Wealth Advisors, LLC | 0.06% | Add +1.1% | 25,460 | $583K |
| Sax Wealth Advisors, LLC | 0.03% | Reduce -10.4% | 25,014 | $573K |
| Frankly Finances, LLC | 0.53% | — | 24,493 | $561K |
| Farther Finance Advisors, LLC | 0.01% | Add +302.6% | 24,244 | $555K |
| Pioneer Wealth Management Group | 0.17% | New | 24,176 | $554K |
| SpringVest Wealth Management LLC | 0.38% | Reduce -11.4% | 23,738 | $544K |
| American Investment Services, Inc. | 0.13% | Reduce -2.6% | 23,692 | $543K |
| Raffa Wealth Management, LLC | 0.08% | Reduce -0.8% | 22,727 | $520K |
| Austin Asset Management Co Inc | 0.09% | No change | 22,600 | $518K |
| Flagstone Financial Management | 0.12% | No change | 21,166 | $485K |
| Quantinno Capital Management LP | 0.00% | New | 19,908 | $456K |
| Fonville Wealth Management LLC | 0.09% | Reduce -3.8% | 19,545 | $448K |
| Yoder Wealth Management, Inc. | 0.20% | Add +3.3% | 19,451 | $445K |
| Cardiff Park Advisors, LLC | 0.04% | Reduce -12.0% | 19,356 | $443K |
| Accurate Wealth Management, LLC | 0.05% | Add +1.6% | 18,617 | $431K |
| Arnold Financial Planning LLC | 0.44% | — | 18,581 | $426K |
| Global Trust Wealth Management LLC | 0.31% | — | 18,485 | $423K |
| Five Oceans Advisors | 0.15% | Reduce -25.0% | 18,239 | $418K |
| Melfa Wealth Management, Inc. | 0.23% | No change | 17,729 | $406K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 17,651 | $404K |
| SOL Capital Management CO | 0.04% | No change | 17,540 | $402K |
| CLG LLC | 0.10% | Reduce -1.1% | 17,548 | $402K |
| Elevate Wealth Advisory, Inc. | 0.27% | Reduce -2.3% | 17,499 | $401K |
| Capstone Wealth Management, Inc. | 0.35% | — | 17,437 | $397K |
| TCI Wealth Advisors, Inc. | 0.02% | Add +3.9% | 16,659 | $382K |
| D. E. Shaw & Co. | 0.00% | New | 16,623 | $381K |
| Wealth Management Nebraska | 0.04% | Add +7.8% | 16,615 | $381K |
| Choreo, LLC | 0.00% | Add +2.4% | 16,426 | $379K |
| Greenspring Advisors, LLC | 0.02% | New | 16,406 | $376K |
| WorthPointe, LLC | 0.10% | Reduce -22.9% | 16,305 | $373K |
| Northwest Wealth Management, LLC | 0.06% | Add +1.9% | 16,102 | $369K |
| Washington Trust Advisors, Inc. | 0.03% | Add +1.0% | 15,972 | $366K |
| Susquehanna International Group, LLP | 0.00% | Add +2.2% | 15,789 | $362K |
| Mariner, LLC | 0.00% | Reduce -57.7% | 15,490 | $355K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -4.2% | 15,443 | $354K |
| CPA Asset Management Group, LLC | 0.12% | Add +3.1% | 14,454 | $331K |
| Jane Street Group, LLC | 0.00% | Add +5.8% | 14,107 | $323K |
| Dupree Financial Group, LLC | 0.12% | Reduce -2.9% | 14,038 | $321K |
| Keybank National Association | 0.00% | New | 14,031 | $321K |
| Bayshore Asset Management, LLC | 0.13% | Add +1.6% | 13,971 | $320K |
| IFP Advisors, Inc | 0.01% | Reduce -0.2% | 13,939 | $319K |
| Nalls Sherbakoff Group, LLC | 0.22% | Add +0.5% | 13,188 | $302K |
| Wealthspan Partners, LLC | 0.11% | Reduce -13.5% | 13,096 | $300K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 13,063 | $299K |
| EnRich Financial Partners LLC | 0.08% | Add +7.2% | 13,015 | $298K |
| Physician Wealth Advisors, Inc. | 0.04% | Add +3.3% | 12,341 | $283K |
| Allodium Investment Consultants, LLC | 0.14% | Add +18.2% | 12,174 | $279K |
| Tortoise Investment Management, LLC | 0.02% | Reduce -3.3% | 12,022 | $275K |
| JDH Wealth Management, LLC | 0.19% | Reduce -0.1% | 12,014 | $275K |
| Wealth Advisors Northwest LLC | 0.12% | Reduce -18.6% | 11,725 | $269K |
| Brookstone Capital Management | 0.00% | Reduce -23.1% | 11,392 | $261K |
| Ballast Rock Private Wealth LLC | 0.16% | — | 11,174 | $256K |
| Medallion Wealth Advisors, LLC | 0.09% | Add +21.9% | 11,115 | $255K |
| Mitchell McLeod Pugh & Williams Inc. | 0.04% | Add +16.5% | 10,214 | $246K |
| International Private Wealth Advisors LLC | 0.15% | New | 10,595 | $243K |
| Magnolia Private Wealth, LLC | 0.17% | Reduce -18.4% | 10,540 | $241K |
| Wescott Financial Advisory Group, LLC | 0.02% | No change | 10,439 | $239K |
| Dodds Wealth, LLC | 0.06% | No change | 10,315 | $236K |
| Smartleaf Asset Management LLC | 0.01% | New | 10,232 | $236K |
| Heritage Wealth Management, Inc./Texas | 0.10% | Reduce -2.3% | 10,134 | $232K |
| Arista Wealth Management, LLC | 0.03% | Add +1.3% | 10,117 | $232K |
| Hutchinson Capital Management | 0.04% | No change | 9,968 | $228K |
| Blue Trust, Inc. | 0.00% | Reduce -1.2% | 9,968 | $228K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 9,953 | $228K |
| Donalies Financial Planning, LLC | 0.19% | — | 9,920 | $227K |
| D.A. Davidson & Co. | 0.00% | New | 9,807 | $225K |
| SC&H Financial Advisors, Inc. | 0.03% | Reduce -0.9% | 9,646 | $221K |
| Modera Wealth Management, LLC | 0.00% | Reduce -37.1% | 9,505 | $218K |
| McMill Wealth Management | 0.06% | Add +13.8% | 10,179 | $205K |
| Verisail Partners, LLC | 0.08% | New | 8,948 | $205K |
| Foster Group, Inc. | 0.01% | No change | 8,806 | $202K |
| Walkner Condon Financial Advisors LLC | 0.03% | Reduce -49.6% | 8,800 | $202K |
| UMB Bank, n.a. | 0.00% | No change | 7,154 | $164K |
| Frazier Financial Advisors, LLC | 0.08% | No change | 5,914 | $135K |
| Maseco LLP | 0.01% | Add +16.4% | 5,366 | $123K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,130 | $117K |
| Aspect Partners, LLC | 0.05% | No change | 4,925 | $113K |
| Blume Capital Management, Inc. | 0.02% | No change | 4,361 | $100K |
| McIlrath & Eck, LLC | 0.01% | No change | 4,215 | $97K |
| UBS Group AG | 0.00% | Reduce -84.3% | 3,430 | $79K |
| Eq Wealth Advisors, LLC | 0.05% | New | 3,365 | $77K |
| Cherry Tree Wealth Management, LLC | 0.02% | Reduce -29.0% | 3,231 | $74K |
| Bridge Generations Wealth Management LLC | 0.04% | No change | 2,867 | $66K |
| AdvisorNet Financial, Inc | 0.00% | Add +34.3% | 2,688 | $62K |
| JPMorgan Chase & Co. | 0.00% | Reduce -68.3% | 2,281 | $53K |
| Global Trust Asset Management, LLC | 0.02% | Reduce -26.9% | 2,300 | $53K |
| Rialto Wealth Management, LLC | 0.01% | No change | 1,916 | $44K |
| Bogart Wealth, LLC | 0.00% | No change | 1,697 | $39K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,663 | $38K |
| CNB Bank | 0.01% | No change | 1,370 | $31K |
| Comerica Bank | 0.00% | No change | 1,178 | $27K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.3% | 1,157 | $26K |
| Elevation Wealth Partners, LLC | 0.01% | Add +1.6% | 1,081 | $25K |
| Larson Financial Group LLC | 0.00% | No change | 1,041 | $24K |
| Wells Fargo & Company | 0.00% | Add +78.2% | 1,039 | $24K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 1,000 | $23K |
| Signature Resources Capital Management, LLC | 0.01% | Reduce -12.8% | 997 | $23K |
| Sittner & Nelson, LLC | 0.01% | No change | 877 | $21K |
| Orion Capital Management LLC | 0.01% | No change | 718 | $16K |
| Geneos Wealth Management Inc. | 0.00% | No change | 583 | $13K |
| Arax Advisory Partners | 0.00% | New | 525 | $12K |
| Sunrise Financial Services, LLC | 0.01% | — | 521 | $12K |
| Assetmark, Inc. | 0.00% | Reduce -39.2% | 503 | $12K |
| CoreCap Advisors, LLC | 0.00% | Reduce -64.1% | 462 | $11K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 451 | $10K |
| Tradewinds Capital Management, LLC | 0.00% | New | 353 | $8K |
| Bessemer Group Inc. | 0.00% | No change | 356 | $8K |
| Anfield Capital Management, LLC | 0.00% | No change | 278 | $6K |
| Morgan Stanley | 0.00% | Add +0.4% | 226 | $5K |
| Dunhill Financial, LLC | 0.00% | No change | 153 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 133 | $3K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 90 | $2K |
| Bank of Montreal | 0.00% | New | 90 | $2K |
| Integrity Financial Corp | 0.00% | No change | 49 | $1K |
| MAI Capital Management | 0.00% | No change | 34 | $779 |
| Triumph Capital Management | 0.00% | New | 24 | $542 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 7 | $165 |
"% 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.