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 |
| Trailhead Planners LLC | 2.05% | Add +5.9% | 90,098 | $2.1M |
| GK Wealth Management LLC | 1.78% | New | 88,063 | $2.1M |
| DWR Wealth Management, LLC | 1.78% | Add +66.2% | 88,063 | $2.1M |
| Ferguson Johnson Wealth Management Inc | 1.66% | Add +7.9% | 86,500 | $2.0M |
| SageView Advisory Group, LLC | 0.07% | Reduce -4.3% | 82,065 | $1.9M |
| Vestia Personal Wealth Advisors | 0.83% | Reduce -1.7% | 74,624 | $1.8M |
| Moneta Group Investment Advisors LLC | 0.01% | New | 74,277 | $1.8M |
| Redwood Park Advisors LLC | 1.25% | Add +21.4% | 71,450 | $1.7M |
| JMG Financial Group, Ltd. | 0.05% | Add +3.9% | 69,444 | $1.6M |
| Factor Wealth Management LTD | 0.30% | Reduce -13.0% | 68,474 | $1.6M |
| RCS Financial Planning, LLC | 0.84% | Reduce -0.7% | 68,418 | $1.6M |
| First Financial Group Corp | 1.29% | Reduce -0.8% | 66,787 | $1.6M |
| Broadhurst Jeffrey B | 1.62% | Add +4.7% | 66,719 | $1.6M |
| Farther Finance Advisors, LLC | 0.01% | Add +173.5% | 66,302 | $1.6M |
| CGN Advisors LLC | 0.12% | Add +3.1% | 62,296 | $1.5M |
| Weinberger Asset Management, Inc | 0.53% | Add +6.5% | 60,303 | $1.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -9.5% | 59,533 | $1.4M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -8.9% | 59,200 | $1.4M |
| WPWealth LLP | 0.20% | Add +12.3% | 56,644 | $1.3M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +0.5% | 55,497 | $1.3M |
| Infinity Wealth Counsel, LLC | 1.20% | Add +2.4% | 55,318 | $1.3M |
| AssuredPartners Investment Advisors, LLC | 0.14% | Add +7.4% | 54,040 | $1.3M |
| Sprinkle Financial Consultants LLC | 0.60% | Add +49.8% | 54,632 | $1.3M |
| Vawter Financial, Ltd. | 0.52% | Add +0.0% | 52,633 | $1.2M |
| Kestra Advisory Services, LLC | 0.00% | Add +3.0% | 52,510 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -3.6% | 52,460 | $1.2M |
| TFO Wealth Partners, LLC | 0.17% | New | 51,819 | $1.2M |
| Arcadia Wealth Management, LLC | 0.44% | Reduce -4.7% | 51,573 | $1.2M |
| Vantage Point Financial LLC | 0.42% | Reduce -0.7% | 51,000 | $1.2M |
| Sterling Financial Planning, Inc. | 0.35% | Add +5.2% | 50,188 | $1.2M |
| Corient Private Wealth LP | 0.00% | Add +0.0% | 50,072 | $1.2M |
| Sowell Financial Services LLC | 0.04% | Add +1.2% | 48,068 | $1.1M |
| Ballast Financial Advisors LLC | 1.14% | Add +0.9% | 47,011 | $1.1M |
| Ariadne Wealth Management, LP | 0.49% | Add +0.0% | 46,514 | $1.1M |
| Red Lighthouse Investment Management, LLC | 0.37% | No change | 46,180 | $1.1M |
| DiNuzzo Private Wealth, Inc. | 0.12% | Add +1.3% | 45,981 | $1.1M |
| Porter White Investment Advisors, Inc. | 0.43% | Add +1.7% | 45,768 | $1.1M |
| Greenwood Capital Associates LLC | 0.11% | Add +36.5% | 42,171 | $997K |
| Guardian Wealth Management, LLC | 0.30% | Reduce -7.7% | 42,066 | $995K |
| Tower Research Capital LLC (TRC) | 0.03% | Add +42.6% | 41,374 | $978K |
| Forum Private Client Group LLC | 0.32% | Reduce -5.0% | 41,055 | $972K |
| Wealthspire Advisors, LLC | 0.01% | Add +1.5% | 40,525 | $958K |
| Austin Wealth Management, LLC | 0.22% | Reduce -48.2% | 39,322 | $948K |
| Heritage Wealth Management, Inc. | 0.53% | Add +6.0% | 39,974 | $945K |
| NewEdge Advisors, LLC | 0.00% | Reduce -8.4% | 38,772 | $917K |
| Susquehanna International Group, LLP | 0.00% | Add +139.8% | 37,865 | $896K |
| marrick wealth, LLC | 0.74% | Add +0.3% | 37,452 | $886K |
| Sei Investments Co. | 0.00% | Add +32.9% | 37,169 | $879K |
| Arkadios Wealth Advisors | 0.01% | New | 36,471 | $863K |
| Diversified Portfolios, Inc. | 0.07% | Reduce -16.3% | 35,613 | $842K |
| Strategic Investment Solutions, Inc. | 0.20% | Add +1.6% | 35,089 | $830K |
| Stolz & Associates, PS | 0.57% | Add +4.3% | 32,405 | $823K |
| TAGStone Capital, Inc. | 0.29% | Reduce -8.3% | 34,171 | $808K |
| Advisory Alpha, LLC | 0.02% | Reduce -2.6% | 33,676 | $796K |
| Merit Financial Group, LLC | 0.01% | Reduce -13.3% | 33,160 | $784K |
| Lakeridge Wealth Management LLC | 0.33% | Add +3.2% | 32,793 | $776K |
| Approach Retirement Advisors, LLC | 0.63% | Reduce -1.4% | 31,815 | $752K |
| Aegis Wealth Management LLC | 0.43% | Add +9.0% | 31,776 | $752K |
| Virtu Financial LLC | 0.03% | New | 31,443 | $744K |
| Atlantic Union Bankshares Corp | 0.01% | Add +13.2% | 30,234 | $715K |
| Mission Wealth Management, LP | 0.01% | Reduce -2.5% | 28,258 | $668K |
| DBK Financial Counsel, LLC | 0.50% | Add +8.8% | 28,043 | $663K |
| Caprock Group, LLC | 0.02% | No change | 27,988 | $662K |
| Parkwoods Wealth Partners, LLC | 0.16% | Add +3.6% | 27,544 | $651K |
| Entrewealth, LLC | 0.28% | Reduce -0.1% | 26,761 | $633K |
| Royal Bank of Canada | 0.00% | Reduce -8.7% | 25,577 | $605K |
| Monograph Wealth Advisors, LLC | 0.06% | No change | 25,460 | $602K |
| Greenspring Advisors, LLC | 0.04% | Add +53.6% | 25,194 | $596K |
| SpringVest Wealth Management LLC | 0.41% | Add +6.0% | 25,159 | $595K |
| Quantinno Capital Management LP | 0.00% | Add +23.8% | 24,652 | $583K |
| Frankly Finances, LLC | 0.52% | No change | 24,493 | $579K |
| Sax Wealth Advisors, LLC | 0.03% | No change | 25,014 | $573K |
| American Investment Services, Inc. | 0.13% | Add +0.0% | 23,702 | $561K |
| Raffa Wealth Management, LLC | 0.08% | Reduce -2.0% | 22,261 | $526K |
| Cardiff Park Advisors, LLC | 0.04% | Add +13.6% | 21,984 | $520K |
| GEN Financial Management, INC. | 0.32% | New | 21,966 | $520K |
| Flagstone Financial Management | 0.12% | No change | 21,166 | $501K |
| Austin Asset Management Co Inc | 0.08% | Reduce -7.1% | 21,000 | $497K |
| Yoder Wealth Management, Inc. | 0.22% | Add +2.6% | 19,948 | $472K |
| Two Sigma Securities, LLC | 0.05% | New | 19,758 | $467K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +49.8% | 19,564 | $463K |
| Cerity Partners LLC | 0.00% | New | 19,232 | $455K |
| Arnold Financial Planning LLC | 0.42% | Add +3.5% | 19,228 | $455K |
| Five Oceans Advisors | 0.16% | Add +3.4% | 18,861 | $446K |
| Tortoise Investment Management, LLC | 0.04% | Add +54.3% | 18,547 | $439K |
| Legacy Capital Wealth Partners, LLC | 0.09% | Reduce -35.3% | 17,814 | $421K |
| Capstone Wealth Management, Inc. | 0.36% | No change | 17,437 | $421K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 17,651 | $417K |
| Melfa Wealth Management, Inc. | 0.24% | Reduce -1.1% | 17,529 | $415K |
| D. E. Shaw & Co. | 0.00% | Add +5.2% | 17,489 | $414K |
| Elevate Wealth Advisory, Inc. | 0.26% | Reduce -1.7% | 17,200 | $407K |
| CLG LLC | 0.10% | Reduce -2.3% | 17,138 | $405K |
| Global Trust Wealth Management LLC | 0.30% | Reduce -9.7% | 16,692 | $395K |
| TCI Wealth Advisors, Inc. | 0.02% | Add +0.1% | 16,676 | $394K |
| Wealth Management Nebraska | 0.04% | No change | 16,615 | $393K |
| Fonville Wealth Management LLC | 0.07% | Reduce -15.6% | 16,492 | $390K |
| Choreo, LLC | 0.00% | Add +0.2% | 16,456 | $389K |
| WorthPointe, LLC | 0.11% | No change | 16,305 | $386K |
| StoneX Group Inc. | 0.02% | New | 16,046 | $379K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +3.9% | 16,040 | $379K |
| Washington Trust Advisors, Inc. | 0.03% | Add +0.1% | 15,990 | $378K |
| Northwest Wealth Management, LLC | 0.05% | Reduce -5.2% | 15,265 | $361K |
| Balefire, LLC | 0.07% | New | 14,606 | $345K |
| Bayshore Asset Management, LLC | 0.13% | No change | 13,971 | $330K |
| Hutchinson Capital Management | 0.06% | Add +40.1% | 13,966 | $330K |
| Dupree Financial Group, LLC | 0.13% | Reduce -3.9% | 13,497 | $319K |
| Nalls Sherbakoff Group, LLC | 0.23% | No change | 13,188 | $312K |
| Cypress Point Wealth Management, LLC | 0.07% | New | 13,100 | $310K |
| EnRich Financial Partners LLC | 0.08% | Reduce -0.1% | 13,007 | $308K |
| International Private Wealth Advisors LLC | 0.19% | Add +22.1% | 12,940 | $306K |
| Wealthspan Partners, LLC | 0.11% | Reduce -1.6% | 12,887 | $305K |
| Sanchez Levi Garrett | 0.18% | — | 12,348 | $292K |
| JPMorgan Chase & Co. | 0.00% | Add +449.7% | 12,538 | $292K |
| Physician Wealth Advisors, Inc. | 0.04% | Reduce -0.3% | 12,304 | $291K |
| Donalies Financial Planning, LLC | 0.25% | Add +23.0% | 12,199 | $289K |
| Allodium Investment Consultants, LLC | 0.14% | Add +0.1% | 12,181 | $288K |
| Keybank National Association | 0.00% | Reduce -13.6% | 12,128 | $287K |
| Wealth Advisors Northwest LLC | 0.12% | Add +0.9% | 11,827 | $280K |
| D.A. Davidson & Co. | 0.00% | Add +20.4% | 11,807 | $279K |
| Brookstone Capital Management | 0.00% | Reduce -0.5% | 11,336 | $268K |
| Mariner, LLC | 0.00% | Reduce -27.8% | 11,189 | $265K |
| Medallion Wealth Advisors, LLC | 0.09% | No change | 11,115 | $263K |
| Ballast Rock Private Wealth LLC | 0.14% | Reduce -3.4% | 10,793 | $255K |
| Opus Financial Solutions LLC | 0.24% | New | 10,695 | $253K |
| Mitchell McLeod Pugh & Williams Inc. | 0.04% | Add +2.9% | 10,509 | $249K |
| Wescott Financial Advisory Group, LLC | 0.02% | No change | 10,439 | $247K |
| Blue Trust, Inc. | 0.00% | Add +4.6% | 10,428 | $247K |
| Dodds Wealth, LLC | 0.06% | No change | 10,315 | $244K |
| JDH Wealth Management, LLC | 0.16% | Reduce -15.3% | 10,174 | $241K |
| Heritage Wealth Management, Inc./Texas | 0.10% | Add +0.1% | 10,149 | $240K |
| Arista Wealth Management, LLC | 0.03% | Reduce -1.3% | 9,990 | $236K |
| SC&H Financial Advisors, Inc. | 0.03% | Add +0.2% | 9,667 | $229K |
| Modera Wealth Management, LLC | 0.00% | No change | 9,505 | $225K |
| Wealthcare Advisory Partners LLC | 0.00% | New | 9,442 | $223K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -9.7% | 8,984 | $212K |
| Verisail Partners, LLC | 0.09% | No change | 8,948 | $212K |
| Foster Group, Inc. | 0.01% | No change | 8,806 | $208K |
| Claris Advisors, LLC / Mo / | 0.06% | New | 8,713 | $206K |
| Walkner Condon Financial Advisors LLC | 0.03% | Reduce -2.3% | 8,600 | $203K |
| Partners in Financial Planning | 0.03% | New | 8,517 | $201K |
| Jane Street Group, LLC | 0.00% | Reduce -40.0% | 8,463 | $200K |
| UMB Bank, n.a. | 0.00% | No change | 7,154 | $169K |
| PNC Financial Services Group, Inc. | 0.00% | Add +18.1% | 6,060 | $143K |
| Frazier Financial Advisors, LLC | 0.08% | No change | 5,914 | $140K |
| Maseco LLP | 0.00% | No change | 5,366 | $127K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 5,008 | $118K |
| 3 Factor Indexing, LLC | 0.11% | — | 4,959 | $117K |
| Aspect Partners, LLC | 0.05% | No change | 4,925 | $116K |
| Blume Capital Management, Inc. | 0.02% | No change | 4,361 | $103K |
| AdvisorNet Financial, Inc | 0.00% | Add +34.5% | 3,614 | $85K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 3,231 | $76K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 3,024 | $72K |
| Global Trust Asset Management, LLC | 0.02% | No change | 2,300 | $54K |
| Rialto Wealth Management, LLC | 0.01% | Add +0.6% | 1,927 | $46K |
| Clearstead Advisors, LLC | 0.00% | New | 1,837 | $43K |
| Bogart Wealth, LLC | 0.00% | No change | 1,697 | $40K |
| IFP Advisors, Inc | 0.00% | Reduce -90.0% | 1,396 | $33K |
| CNB Bank | 0.01% | No change | 1,370 | $32K |
| Fifth Third Bancorp | 0.00% | New | 1,178 | $28K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,157 | $27K |
| Elevation Wealth Partners, LLC | 0.01% | Add +0.2% | 1,083 | $26K |
| Larson Financial Group LLC | 0.00% | No change | 1,041 | $25K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 1,000 | $24K |
| Sittner & Nelson, LLC | 0.01% | No change | 877 | $21K |
| Morgan Stanley | 0.00% | Add +252.7% | 797 | $19K |
| Arlington Trust Co LLC | 0.00% | New | 728 | $17K |
| Orion Capital Management LLC | 0.01% | No change | 718 | $17K |
| Harbour Investments, Inc. | 0.00% | New | 612 | $14K |
| Asset Dedication, LLC | 0.00% | Add +339.1% | 584 | $14K |
| Geneos Wealth Management Inc. | 0.00% | No change | 583 | $14K |
| Arax Advisory Partners | 0.00% | No change | 525 | $12K |
| Assetmark, Inc. | 0.00% | No change | 503 | $12K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 451 | $11K |
| Archer Investment Corp | 0.00% | New | 444 | $11K |
| Jones Financial Companies LLLP | 0.00% | New | 447 | $10K |
| Signature Resources Capital Management, LLC | 0.00% | Reduce -59.3% | 406 | $10K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 353 | $8K |
| Anfield Capital Management, LLC | 0.00% | No change | 278 | $7K |
| McIlrath & Eck, LLC | 0.00% | Reduce -94.9% | 215 | $5K |
| Dunhill Financial, LLC | 0.00% | No change | 153 | $4K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 124 | $3K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 90 | $2K |
| Bank of Montreal | 0.00% | No change | 90 | $2K |
| Integrity Financial Corp | 0.00% | No change | 49 | $1K |
| MAI Capital Management | 0.00% | No change | 34 | $805 |
| Sunrise Financial Services, LLC | 0.00% | Reduce -94.2% | 30 | $710 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 7 | $171 |
| Wells Fargo & Company | 0.00% | Reduce -99.4% | 6 | $142 |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 4 | $95 |
"% 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.