Dimensional US Real Est ETFDFARETF
13F holders, Q1 2026 (March 31)289holders +5
26new positions
17sold out
1famous investor
$23.79avg. 13F price*
At the end of Q1 2026, 289 institutions reported holding Dimensional US Real Est ETF (DFAR) in their 13F filings, up 5 from Q4 2025. 26 opened new positions and 17 sold out. The largest holders were Focus Partners Wealth ($89.1M), HighTower Advisors, LLC ($63.7M) and Elwood & Goetz Wealth Advisory Group, LLC ($59.8M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $20.9M |
| Exits | 17 | $15.7M |
All 13F filers, Q4 2025 → Q1 2026: 4,932,327 shares bought and 1,976,560 shares sold, net +2,955,767 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 289 holders
| Focus Partners Wealth | 0.10% | Reduce -6.0% | 3,575,590 | $89.1M |
| HighTower Advisors, LLC | 0.07% | Add +4.6% | 2,694,868 | $63.7M |
| Elwood & Goetz Wealth Advisory Group, LLC | 10.15% | Add +6.5% | 2,529,398 | $59.8M |
| Prudential Financial Inc. | 0.06% | Reduce -10.3% | 2,200,725 | $52.0M |
| Root Financial Partners, LLC | 2.32% | Add +10.9% | 2,117,477 | $50.1M |
| Vise Technologies, Inc. | 0.76% | No change | 1,696,565 | $38.9M |
| Moisand Fitzgerald Tamayo, LLC | 3.67% | Add +6.3% | 1,444,596 | $34.2M |
| RAM Investment Partners, LLC | 5.93% | Add +5.3% | 1,427,781 | $33.8M |
| Two Sigma Investments, LP | 0.03% | Add +91.4% | 1,326,000 | $31.4M |
| Great Oak Capital Partners, LLC | 6.04% | Add +5.0% | 1,055,675 | $25.9M |
| Rather & Kittrell, Inc. | 3.67% | Reduce -0.5% | 1,004,907 | $23.8M |
| Beacon Pointe Advisors, LLC | 0.12% | Add +8.8% | 928,339 | $22.0M |
| Savant Capital, LLC | 0.08% | Reduce -25.6% | 712,926 | $16.9M |
| Sequoia Financial Advisors, LLC | 0.09% | Add +2.8% | 706,829 | $16.7M |
| Wealth Dimensions Group, Ltd. | 3.27% | Add +8.5% | 703,935 | $16.6M |
| Burton Enright Welch | 2.24% | Add +3.4% | 698,117 | $16.5M |
| Phillips Financial Management, LLC | 1.19% | Reduce -7.3% | 694,952 | $16.4M |
| United Wealth Management, LLC | 3.50% | Add +13.5% | 594,705 | $14.1M |
| Fidato Wealth LLC | 8.18% | Add +1.7% | 532,481 | $12.6M |
| Exencial Wealth Advisors, LLC | 0.38% | Add +5.1% | 514,719 | $12.2M |
| Pathstone Holdings, LLC | 0.05% | Reduce -15.7% | 509,846 | $12.1M |
| Core Wealth Management, Inc. | 3.52% | Add +1.6% | 485,351 | $11.5M |
| Jackson Thornton Wealth Management, LLC | 1.02% | Add +6.4% | 455,801 | $11.3M |
| LRI Investments, LLC | 0.97% | Add +31.1% | 462,365 | $10.9M |
| Raymond James Financial Inc. | 0.00% | Add +13.7% | 458,322 | $10.8M |
| Concurrent Investment Advisors, LLC | 0.12% | New | 446,859 | $10.6M |
| Pinney & Scofield, Inc. | 5.50% | Add +15.5% | 431,323 | $10.2M |
| Focus Partners Advisor Solutions, LLC | 0.10% | Add +340.5% | 428,799 | $10.1M |
| Satovsky Asset Management LLC | 1.79% | Add +1.3% | 428,038 | $10.1M |
| Apella Capital, LLC | 0.15% | Add +140.1% | 388,192 | $10.0M |
| North Berkeley Wealth Management, LLC | 5.27% | Add +151.6% | 421,217 | $10.0M |
| Beaird Harris Wealth Management, LLC | 0.67% | Reduce -20.0% | 417,511 | $9.9M |
| Onyx Financial Advisors, LLC | 4.06% | Add +10.5% | 413,239 | $9.8M |
| Forum Financial Management, LP | 0.13% | Add +0.1% | 401,108 | $9.5M |
| Aspen Wealth Management LLC | 1.84% | Add +3.2% | 389,654 | $9.2M |
| LPL Financial LLC | 0.00% | Reduce -9.8% | 382,140 | $9.0M |
| Betterment LLC | 0.02% | Add +7.7% | 381,693 | $9.0M |
| Pillar Financial Advisors, LLC | 4.88% | Add +12.8% | 353,086 | $8.4M |
| Crestmont Private Wealth LLC | 2.53% | Add +2.7% | 339,149 | $8.0M |
| Straight Path Wealth Management | 2.03% | Add +11.7% | 322,096 | $7.6M |
| Dynamic Advisor Solutions LLC | 0.23% | Add +3.8% | 314,590 | $7.4M |
| Financial Harvest, LLC | 4.10% | Add +9.1% | 294,265 | $7.0M |
| Private Advisor Group, LLC | 0.03% | Add +6.0% | 293,827 | $6.9M |
| Curio Wealth, LLC | 2.30% | Add +6.3% | 284,799 | $6.7M |
| Vannoy Advisory Group, Inc. | 4.23% | Add +1.5% | 282,335 | $6.7M |
| Awm Capital, LLC | 0.57% | Add +4.0% | 265,232 | $6.3M |
| Pinnacle Financial Group, LLC / IL | 1.67% | Reduce -0.5% | 258,048 | $6.1M |
| Stokes Family Office, LLC | 0.60% | Reduce -6.2% | 246,494 | $5.8M |
| Oceanside Advisors LLC | 3.17% | Add +5.8% | 235,198 | $5.6M |
| Chicago Partners Investment Group LLC | 0.12% | Add +2.5% | 218,658 | $5.5M |
| Gradient Capital Advisors, LLC | 1.31% | Add +4.0% | 214,197 | $5.1M |
| Diversify Wealth Management, LLC | 0.09% | Add +6.0% | 198,989 | $5.1M |
| Seneschal Advisors, LLC | 3.74% | Add +6.2% | 213,255 | $5.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.4% | 211,970 | $5.0M |
| Integrity Wealth Solutions LLC | 1.94% | Add +7.3% | 209,225 | $4.9M |
| M Holdings Securities, Inc. | 0.33% | Add +6.2% | 189,394 | $4.8M |
| Grand Wealth Management, LLC | 2.27% | Add +8.0% | 204,225 | $4.8M |
| Legacy Financial Group, Inc. | 1.27% | Add +0.2% | 202,822 | $4.8M |
| DecisionPoint Financial, LLC | 0.99% | Add +3.6% | 194,122 | $4.6M |
| Citrine Capital LLC | 1.91% | Add +4.0% | 186,754 | $4.4M |
| Arcadia Wealth Management, Inc. | 2.36% | Add +3.9% | 184,485 | $4.4M |
| Mercer Global Advisors Inc. | 0.01% | Add +184.8% | 183,195 | $4.3M |
| Summit Wealth Group LLC / Co. | 0.46% | Reduce -4.3% | 183,188 | $4.3M |
| Strategic Wealth Advisors LLC | 3.44% | Add +9.3% | 181,322 | $4.3M |
| Rachor Investment Advisory Services, LLC | 2.19% | Reduce -0.3% | 176,474 | $4.2M |
| AE Wealth Management LLC | 0.02% | Add +4.9% | 172,184 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +109.0% | 170,085 | $4.0M |
| BCU Wealth Advisors, LLC | 1.50% | Reduce -1.3% | 170,039 | $4.0M |
| Ruedi Wealth Management, Inc. | 1.03% | Add +2.3% | 169,097 | $4.0M |
| Disciplined Investments, LLC | 1.42% | Add +10.4% | 167,639 | $4.0M |
| Warburton Capital Management, LLC | 1.93% | Add +30.0% | 159,795 | $4.0M |
| Professional Financial Solutions LLC | 3.49% | Add +20.5% | 165,929 | $3.9M |
| Hurlow Wealth Management Group, Inc. | 0.92% | Add +27.8% | 163,937 | $3.9M |
| Strathmore Capital Advisors, Inc. | 1.10% | Add +20.4% | 152,420 | $3.9M |
| Rockwood Wealth Management, LLC | 0.28% | Reduce -2.3% | 162,987 | $3.9M |
| Burk Holdings LLC | 1.65% | Add +15.0% | 162,485 | $3.8M |
| Evanson Asset Management, LLC | 0.20% | Add +0.1% | 160,500 | $3.8M |
| Creative Planning | 0.00% | Add +104.0% | 159,615 | $3.8M |
| Bannerman Wealth Management Group, LLC | 2.52% | Add +7.6% | 157,826 | $3.7M |
| Integrated Wealth Concepts LLC | 0.03% | Add +31.3% | 149,329 | $3.5M |
| Aprio Wealth Management, LLC | 0.19% | Reduce -2.4% | 144,796 | $3.4M |
| Squire Investment Management Company, LLC | 0.90% | Add +14.5% | 136,191 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +212.7% | 128,491 | $3.0M |
| PFG Advisors | 0.15% | Add +9.3% | 127,143 | $3.0M |
| Johnson Wealth Management, LLC | 1.44% | Add +5.1% | 126,343 | $3.0M |
| Glass Jacobson Investment Advisors llc | 1.03% | Add +15.9% | 125,831 | $3.0M |
| Tillman Hartley LLC | 0.72% | Add +1.6% | 121,135 | $2.9M |
| Builder Investment Group Inc. | 0.61% | Reduce -3.0% | 118,964 | $2.8M |
| MML Investors Services, LLC | 0.01% | Reduce -8.6% | 114,347 | $2.7M |
| Summit Wealth Group, LLC | 0.60% | Add +4.5% | 110,103 | $2.6M |
| Pacific Asset Management, LLC | 1.37% | Add +18.2% | 103,723 | $2.5M |
| Allworth Financial LP | 0.01% | Add +17.2% | 102,922 | $2.4M |
| Applied Capital LLC | 0.88% | Add +4.0% | 99,658 | $2.4M |
| CarsonAllaria Wealth Management, Ltd. | 1.13% | Reduce -7.5% | 96,965 | $2.3M |
| Note Advisors, LLC | 1.13% | Add +4.3% | 95,695 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Add +10.3% | 95,234 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -29.0% | 92,779 | $2.2M |
| FMB Wealth Management | 0.92% | Add +7.2% | 94,317 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.8% | 94,131 | $2.2M |
| Andrews, Lucia Wealth Management LLC | 1.31% | Add +13.9% | 92,510 | $2.2M |
"% 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.