Dimensional US Real Est ETFDFARETF
13F holders, Q2 2026 (June 30)301holders +12
22new positions
14sold out
3famous investors
$26.18avg. 13F price*
At the end of Q2 2026, 301 institutions reported holding Dimensional US Real Est ETF (DFAR) in their 13F filings, up 12 from Q1 2026. 22 opened new positions and 14 sold out. The largest holders were Focus Partners Wealth ($88.1M), HighTower Advisors, LLC ($71.2M) and Root Financial Partners, LLC ($60.8M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Dimensional US Real Est ETF
- CUSIP
- 25434V823
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $22.2M |
| Exits | 14 | $34.9M |
All 13F filers, Q1 2026 → Q2 2026: 4,515,769 shares bought and 3,470,054 shares sold, net +1,045,715 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 301 holders
| Focus Partners Wealth | 0.09% | Reduce -5.8% | 3,366,656 | $88.1M |
| HighTower Advisors, LLC | 0.07% | Add +1.1% | 2,723,415 | $71.2M |
| Root Financial Partners, LLC | 2.36% | Add +9.8% | 2,326,002 | $60.8M |
| Vise Technologies, Inc. | 0.65% | Add +29.2% | 2,191,582 | $57.3M |
| Prudential Financial Inc. | 0.06% | Reduce -8.6% | 2,011,875 | $52.6M |
| Elwood & Goetz Wealth Advisory Group, LLC | 6.95% | Reduce -29.0% | 1,795,268 | $47.0M |
| RAM Investment Partners, LLC | 6.09% | Add +2.0% | 1,456,821 | $38.1M |
| Moisand Fitzgerald Tamayo, LLC | 3.72% | Add +0.8% | 1,455,484 | $38.1M |
| Savant Capital, LLC | 0.09% | Add +67.5% | 1,194,369 | $31.5M |
| Great Oak Capital Partners, LLC | 6.20% | Add +2.5% | 1,081,514 | $28.7M |
| Rather & Kittrell, Inc. | 3.69% | Add +0.4% | 1,008,922 | $26.4M |
| Beacon Pointe Advisors, LLC | 0.11% | Add +0.9% | 936,661 | $24.5M |
| Sequoia Financial Advisors, LLC | 0.10% | Add +7.2% | 757,577 | $19.8M |
| Burton Enright Welch | 2.31% | Add +7.5% | 750,411 | $19.6M |
| Wealth Dimensions Group, Ltd. | 3.36% | Add +2.0% | 717,843 | $18.8M |
| Phillips Financial Management, LLC | 1.26% | Reduce -5.5% | 657,049 | $17.2M |
| United Wealth Management, LLC | 3.53% | Add +1.0% | 600,451 | $15.7M |
| North Berkeley Wealth Management, LLC | 6.27% | Add +40.8% | 592,931 | $15.5M |
| Fidato Wealth LLC | 8.31% | Add +2.1% | 543,699 | $14.2M |
| LRI Investments, LLC | 1.09% | Add +12.2% | 518,972 | $13.6M |
| Core Wealth Management, Inc. | 3.71% | Add +4.0% | 504,582 | $13.2M |
| Jackson Thornton Wealth Management, LLC | 1.04% | Add +10.2% | 502,097 | $13.1M |
| Pathstone Holdings, LLC | 0.04% | Reduce -7.7% | 470,402 | $12.3M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +5.2% | 469,889 | $12.3M |
| Focus Partners Advisor Solutions, LLC | 0.10% | Add +5.3% | 451,563 | $11.8M |
| Onyx Financial Advisors, LLC | 4.16% | Add +6.9% | 441,767 | $11.6M |
| Pinney & Scofield, Inc. | 5.62% | Add +1.9% | 439,581 | $11.5M |
| Aspen Wealth Management LLC | 1.95% | Add +12.5% | 438,451 | $11.5M |
| Satovsky Asset Management LLC | 1.82% | Add +1.7% | 435,281 | $11.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.2% | 420,815 | $11.0M |
| Timonier Family Office, LTD. | 3.06% | — | 414,263 | $10.8M |
| LPL Financial LLC | 0.00% | Add +7.9% | 412,325 | $10.8M |
| Betterment LLC | 0.02% | Add +6.2% | 405,281 | $10.6M |
| Forum Financial Management, LP | 0.13% | Reduce -1.3% | 395,886 | $10.4M |
| Apella Capital, LLC | 0.15% | Reduce -0.6% | 386,053 | $10.3M |
| Crestmont Private Wealth LLC | 2.87% | Add +15.2% | 390,810 | $10.2M |
| Pillar Financial Advisors, LLC | 4.96% | Add +2.6% | 362,169 | $9.5M |
| Moneta Group Investment Advisors LLC | 0.06% | Add +347.5% | 332,365 | $8.7M |
| Straight Path Wealth Management | 2.02% | Add +2.4% | 329,831 | $8.6M |
| D. E. Shaw & Co. | 0.01% | Add +1751.5% | 323,800 | $8.5M |
| Financial Harvest, LLC | 3.47% | Add +8.9% | 320,415 | $8.4M |
| Atria Investments, Inc | 0.08% | New | 318,109 | $8.3M |
| Dynamic Advisor Solutions LLC | 0.23% | Reduce -2.0% | 308,340 | $8.1M |
| Curio Wealth, LLC | 2.44% | Add +5.4% | 300,258 | $7.9M |
| Awm Capital, LLC | 0.61% | Add +9.9% | 291,455 | $7.6M |
| Vannoy Advisory Group, Inc. | 4.18% | Add +0.1% | 282,604 | $7.4M |
| Beaird Harris Wealth Management, LLC | 0.42% | Reduce -38.1% | 258,386 | $6.8M |
| Pinnacle Financial Group, LLC / IL | 1.64% | Reduce -0.2% | 257,634 | $6.7M |
| Private Advisor Group, LLC | 0.03% | Reduce -12.8% | 256,111 | $6.7M |
| Oceanside Advisors LLC | 3.26% | Add +5.1% | 247,176 | $6.5M |
| Chicago Partners Investment Group LLC | 0.13% | Add +9.6% | 239,698 | $6.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.0% | 233,218 | $6.1M |
| Integrity Wealth Solutions LLC | 2.24% | Add +10.8% | 231,797 | $6.1M |
| Gradient Capital Advisors, LLC | 1.33% | Add +2.4% | 219,228 | $5.7M |
| Grand Wealth Management, LLC | 2.39% | Add +7.2% | 218,910 | $5.7M |
| Seneschal Advisors, LLC | 3.88% | Add +1.5% | 216,478 | $5.7M |
| Citrine Capital LLC | 2.07% | Add +14.5% | 213,752 | $5.6M |
| Modera Wealth Management, LLC | 0.06% | Add +2084.3% | 207,614 | $5.4M |
| Legacy Financial Group, Inc. | 1.23% | Reduce -0.6% | 201,626 | $5.3M |
| Hurlow Wealth Management Group, Inc. | 1.08% | Add +20.7% | 197,803 | $5.2M |
| Diversify Advisory Services, LLC | 0.09% | New | 189,461 | $5.2M |
| Diversify Wealth Management, LLC | 0.09% | Reduce -4.8% | 189,461 | $5.2M |
| DecisionPoint Financial, LLC | 0.94% | Add +0.0% | 194,205 | $5.1M |
| Arcadia Wealth Management, Inc. | 2.42% | Add +5.1% | 193,909 | $5.1M |
| Summit Wealth Group LLC / Co. | 0.41% | Add +2.5% | 187,675 | $4.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +1.0% | 184,946 | $4.8M |
| Professional Financial Solutions LLC | 3.76% | Add +11.4% | 184,840 | $4.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +42.8% | 183,448 | $4.8M |
| Rachor Investment Advisory Services, LLC | 2.34% | Add +3.0% | 181,735 | $4.8M |
| Warburton Capital Management, LLC | 1.92% | Add +13.0% | 180,576 | $4.7M |
| M Holdings Securities, Inc. | 0.64% | Reduce -6.8% | 176,421 | $4.7M |
| Disciplined Investments, LLC | 1.51% | Add +6.6% | 178,662 | $4.7M |
| AE Wealth Management LLC | 0.02% | Add +3.7% | 178,564 | $4.7M |
| Strathmore Capital Advisors, Inc. | 1.26% | Add +13.3% | 172,699 | $4.7M |
| BCU Wealth Advisors, LLC | 1.54% | Add +4.3% | 177,401 | $4.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.4% | 174,214 | $4.6M |
| Ruedi Wealth Management, Inc. | 1.06% | Add +2.2% | 172,857 | $4.5M |
| Bannerman Wealth Management Group, LLC | 2.51% | Add +4.2% | 164,429 | $4.3M |
| Burk Holdings LLC | 1.58% | Add +0.4% | 163,133 | $4.3M |
| Evanson Financial, LLC | 0.21% | — | 162,029 | $4.2M |
| Maryland Capital Advisors Inc. | 1.33% | — | 158,322 | $4.1M |
| MML Investors Services, LLC | 0.01% | Add +36.9% | 156,587 | $4.1M |
| Creative Planning | 0.00% | Reduce -3.1% | 154,582 | $4.0M |
| Rockwood Wealth Management, LLC | 0.25% | Reduce -6.0% | 153,284 | $4.0M |
| Integrated Wealth Concepts LLC | 0.03% | Add +2.5% | 153,121 | $4.0M |
| Strategic Wealth Advisors LLC | 3.25% | Reduce -8.5% | 165,957 | $3.8M |
| Aprio Wealth Management, LLC | 0.18% | Reduce -2.2% | 141,595 | $3.7M |
| Squire Investment Management Company, LLC | 0.86% | Add +0.5% | 136,916 | $3.6M |
| Glass Jacobson Investment Advisors llc | 1.09% | Add +6.0% | 133,373 | $3.5M |
| Johnson Wealth Management, LLC | 1.44% | Add +2.6% | 129,673 | $3.4M |
| PFG Advisors | 0.17% | Add +0.5% | 127,782 | $3.3M |
| Tillman Hartley LLC | 0.72% | Add +0.5% | 121,684 | $3.2M |
| Builder Investment Group Inc. | 0.63% | Add +1.9% | 121,280 | $3.2M |
| Osaic Holdings, Inc. | 0.00% | Add +26.5% | 120,455 | $3.2M |
| Note Advisors, LLC | 1.30% | Add +19.4% | 114,242 | $3.0M |
| Summit Wealth Group, LLC | 0.60% | Add +2.7% | 113,079 | $3.0M |
| Renaissance Technologies | 0.00% | New | 110,900 | $2.9M |
| Pacific Asset Management, LLC | 1.40% | Add +5.1% | 109,022 | $2.9M |
| DWR Wealth Management, LLC | 2.12% | Add +21.0% | 106,535 | $2.8M |
| Northern Trust Corp. | 0.00% | New | 108,349 | $2.8M |
| Andrews, Lucia Wealth Management LLC | 1.47% | Add +16.3% | 107,609 | $2.8M |
| Applied Capital LLC | 0.88% | Add +4.2% | 103,831 | $2.7M |
| CarsonAllaria Wealth Management, Ltd. | 1.13% | Add +2.5% | 99,348 | $2.6M |
| Allworth Financial LP | 0.01% | Reduce -4.0% | 98,751 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.3% | 97,709 | $2.6M |
| FMB Wealth Management | 0.93% | Add +2.1% | 96,325 | $2.5M |
| Ferguson Johnson Wealth Management Inc | 1.77% | Add +7.1% | 92,655 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.7% | 92,572 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +230.4% | 84,518 | $2.2M |
| Trailhead Planners LLC | 2.13% | Reduce -6.6% | 84,136 | $2.2M |
| SageView Advisory Group, LLC | 0.07% | Reduce -6.3% | 76,855 | $2.0M |
| Sax Wealth Advisors, LLC | 0.08% | Add +230.2% | 82,585 | $2.0M |
| Greenwood Capital Associates LLC | 0.19% | Add +74.5% | 73,595 | $1.9M |
| Redwood Park Advisors LLC | 1.34% | Reduce -0.6% | 71,009 | $1.9M |
| GEN Financial Management, INC. | 1.12% | Add +222.0% | 70,730 | $1.9M |
| RCS Financial Planning, LLC | 0.86% | Add +2.0% | 69,786 | $1.8M |
| First Financial Group Corp | 1.30% | Add +3.0% | 68,776 | $1.8M |
| AssuredPartners Investment Advisors, LLC | 0.17% | Add +26.8% | 68,536 | $1.8M |
| Vestia Personal Wealth Advisors | 0.70% | Reduce -8.5% | 68,256 | $1.8M |
| Weinberger Asset Management, Inc | 0.56% | Add +7.4% | 64,749 | $1.7M |
| CGN Advisors LLC | 0.12% | Add +1.3% | 63,090 | $1.7M |
| Infinity Wealth Counsel, LLC | 1.23% | Add +5.1% | 58,148 | $1.5M |
| Factor Wealth Management LTD | 0.22% | Reduce -17.4% | 56,579 | $1.5M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +1.7% | 56,427 | $1.5M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -4.9% | 56,295 | $1.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -5.6% | 56,221 | $1.5M |
| JMG Financial Group, Ltd. | 0.04% | Reduce -19.3% | 56,054 | $1.5M |
| Sprinkle Financial Consultants LLC | 0.57% | Add +2.1% | 55,756 | $1.5M |
| WPWealth LLP | 0.21% | Reduce -3.4% | 54,709 | $1.4M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -19.1% | 53,642 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +1.7% | 53,343 | $1.4M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.2% | 51,885 | $1.4M |
| TFO Wealth Partners, LLC | 0.15% | Add +0.0% | 51,842 | $1.4M |
| Vawter Financial, Ltd. | 0.50% | Reduce -2.7% | 51,213 | $1.3M |
| Wealthspire Advisors, LLC | 0.01% | Add +25.7% | 50,928 | $1.3M |
| NewEdge Advisors, LLC | 0.00% | Add +30.8% | 50,701 | $1.3M |
| Vantage Point Financial LLC | 0.40% | Reduce -0.9% | 50,540 | $1.3M |
| Sterling Financial Planning, Inc. | 0.35% | Reduce -0.6% | 49,877 | $1.3M |
| Arkadios Wealth Advisors | 0.02% | Add +34.1% | 48,924 | $1.3M |
| Corient Private Wealth LP | 0.00% | Reduce -2.9% | 48,626 | $1.3M |
| Sowell Financial Services LLC | 0.04% | Add +0.8% | 48,478 | $1.3M |
| Ballast Financial Advisors LLC | 1.14% | Add +2.0% | 47,965 | $1.3M |
| Porter White Investment Advisors, Inc. | 0.48% | Add +3.9% | 47,563 | $1.2M |
| Red Lighthouse Investment Management, LLC | 0.36% | No change | 46,180 | $1.2M |
| DiNuzzo Private Wealth, Inc. | 0.12% | Add +0.2% | 46,059 | $1.2M |
| Ariadne Wealth Management, LP | 0.53% | Reduce -1.2% | 45,973 | $1.2M |
| Arcadia Wealth Management, LLC | 0.35% | Reduce -16.3% | 43,188 | $1.1M |
| Sei Investments Co. | 0.00% | Add +14.8% | 42,682 | $1.1M |
| Heritage Wealth Management, Inc. | 0.55% | Add +5.7% | 42,270 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -0.4% | 41,216 | $1.1M |
| Austin Wealth Management, LLC | 0.22% | Reduce -0.9% | 38,961 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +4.2% | 39,441 | $1.0M |
| Mission Wealth Management, LP | 0.01% | Add +36.4% | 38,556 | $1.0M |
| Guardian Wealth Management, LLC | 0.28% | Reduce -8.8% | 38,346 | $1.0M |
| Stokes Family Office, LLC | 0.12% | Reduce -84.6% | 37,956 | $993K |
| Forum Private Client Group LLC | 0.30% | Reduce -7.7% | 37,909 | $992K |
| marrick wealth, LLC | 0.70% | Add +0.1% | 37,472 | $980K |
| Strategic Investment Solutions, Inc. | 0.21% | Reduce -0.1% | 35,041 | $917K |
| Advisory Alpha, LLC | 0.02% | Add +0.3% | 33,777 | $884K |
| Stolz & Associates, PS | 0.55% | Add +4.1% | 33,740 | $883K |
| Aegis Wealth Management LLC | 0.39% | No change | 31,776 | $831K |
| Lakeridge Wealth Management LLC | 0.30% | Reduce -5.2% | 31,081 | $813K |
| Approach Retirement Advisors, LLC | 0.59% | Reduce -3.0% | 30,866 | $807K |
| Frankly Finances, LLC | 0.63% | Add +24.9% | 30,593 | $800K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -4.5% | 28,889 | $756K |
| Cardiff Park Advisors, LLC | 0.06% | Add +28.8% | 28,318 | $741K |
| Caprock Group, LLC | 0.01% | No change | 27,988 | $732K |
| Greenspring Advisors, LLC | 0.04% | Add +10.1% | 27,747 | $726K |
| Parkwoods Wealth Partners, LLC | 0.12% | Reduce -0.3% | 27,466 | $719K |
| Quantinno Capital Management LP | 0.00% | Add +9.8% | 27,071 | $708K |
| Entrewealth, LLC | 0.26% | Reduce -2.0% | 26,223 | $694K |
| Monograph Wealth Advisors, LLC | 0.05% | No change | 25,460 | $666K |
| SpringVest Wealth Management LLC | 0.42% | Add +0.9% | 25,382 | $664K |
| Tortoise Investment Management, LLC | 0.05% | Add +29.6% | 24,047 | $629K |
| American Investment Services, Inc. | 0.13% | Add +1.0% | 23,943 | $626K |
| TAGStone Capital, Inc. | 0.20% | Reduce -31.1% | 23,533 | $616K |
| DBK Financial Counsel, LLC | 0.52% | Reduce -16.2% | 23,497 | $615K |
| Raffa Wealth Management, LLC | 0.07% | Add +0.1% | 22,282 | $583K |
| XY Planning Network, Inc. | 0.07% | New | 21,770 | $570K |
| Mariner, LLC | 0.00% | Add +89.5% | 21,209 | $555K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +32.0% | 21,167 | $554K |
| Austin Asset Management Co Inc | 0.08% | No change | 21,000 | $549K |
| Arax Advisory Partners | 0.00% | Add +3881.5% | 20,903 | $547K |
| Broadhurst Jeffrey B | 1.16% | Reduce -68.8% | 20,800 | $544K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +13.2% | 19,976 | $523K |
| Cerity Partners LLC | 0.00% | Add +0.1% | 19,252 | $504K |
| Yoder Wealth Management, Inc. | 0.20% | Reduce -3.8% | 19,185 | $502K |
| Arnold Financial Planning LLC | 0.36% | Reduce -4.2% | 18,429 | $482K |
| Flagstone Financial Management | 0.11% | Reduce -14.9% | 18,004 | $471K |
| Capstone Wealth Management, Inc. | 0.35% | Add +1.5% | 17,705 | $467K |
| Melfa Wealth Management, Inc. | 0.25% | No change | 17,529 | $459K |
| CLG LLC | 0.10% | No change | 17,138 | $448K |
| Elevate Wealth Advisory, Inc. | 0.25% | Reduce -1.9% | 16,869 | $441K |
| Legacy Capital Wealth Partners, LLC | 0.08% | Reduce -5.4% | 16,848 | $441K |
| Wealth Management Nebraska | 0.04% | Add +1.2% | 16,816 | $440K |
| Choreo, LLC | 0.00% | Add +0.5% | 16,543 | $433K |
| Global Trust Wealth Management LLC | 0.29% | Reduce -2.0% | 16,355 | $428K |
| WorthPointe, LLC | 0.11% | No change | 16,305 | $427K |
| Washington Trust Advisors, Inc. | 0.03% | Add +0.3% | 16,035 | $419K |
| Donalies Financial Planning, LLC | 0.31% | Add +29.8% | 15,832 | $414K |
| Five Oceans Advisors | 0.13% | Reduce -17.4% | 15,589 | $408K |
| Northwest Wealth Management, LLC | 0.05% | No change | 15,265 | $399K |
| Diversified Portfolios, Inc. | 0.03% | Reduce -60.8% | 13,970 | $365K |
| Hutchinson Capital Management | 0.06% | No change | 13,966 | $365K |
| Dupree Financial Group, LLC | 0.13% | Add +1.8% | 13,735 | $359K |
| AQR Capital Management | 0.00% | New | 13,724 | $359K |
| Sanchez Levi Garrett | 0.19% | Add +10.9% | 13,695 | $358K |
| Wealthspan Partners, LLC | 0.11% | Add +2.4% | 13,197 | $345K |
| Cypress Point Wealth Management, LLC | 0.07% | No change | 13,100 | $343K |
| International Private Wealth Advisors LLC | 0.18% | Add +0.8% | 13,048 | $341K |
| Fonville Wealth Management LLC | 0.05% | Reduce -22.6% | 12,762 | $334K |
| Keybank National Association | 0.00% | No change | 12,128 | $317K |
| Allodium Investment Consultants, LLC | 0.13% | Reduce -1.4% | 12,006 | $314K |
| Wealth Advisors Northwest LLC | 0.11% | Add +0.3% | 11,864 | $310K |
| Merit Financial Group, LLC | 0.00% | Reduce -64.5% | 11,779 | $308K |
| Opus Financial Solutions LLC | 0.25% | Add +8.9% | 11,650 | $305K |
| NorthRock Partners, LLC | 0.00% | New | 11,589 | $303K |
| HRT Financial LP | 0.00% | New | 11,492 | $300K |
| Mitchell McLeod Pugh & Williams Inc. | 0.04% | Add +8.3% | 11,376 | $298K |
| Brookstone Capital Management | 0.00% | No change | 11,336 | $297K |
| EnRich Financial Partners LLC | 0.07% | Reduce -12.9% | 11,324 | $296K |
| Nalls Sherbakoff Group, LLC | 0.21% | Reduce -14.5% | 11,273 | $295K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +19.2% | 11,252 | $294K |
| Freedom Day Solutions, LLC | 0.06% | New | 11,110 | $291K |
| Bayshore Asset Management, LLC | 0.10% | Reduce -22.1% | 10,881 | $285K |
| Medallion Wealth Advisors, LLC | 0.09% | Reduce -2.6% | 10,825 | $283K |
| Ballast Rock Private Wealth LLC | 0.13% | Add +0.2% | 10,812 | $283K |
| D.A. Davidson & Co. | 0.00% | Reduce -8.5% | 10,807 | $283K |
| V2 Financial group LLC | 0.10% | New | 10,496 | $275K |
| Noble Wealth Partners LLC | 0.24% | — | 10,490 | $274K |
| Physician Wealth Advisors, Inc. | 0.03% | Reduce -14.8% | 10,479 | $274K |
| Dodds Wealth, LLC | 0.06% | No change | 10,315 | $270K |
| Heritage Wealth Management, Inc./Texas | 0.10% | Add +0.7% | 10,222 | $267K |
| Arista Wealth Management, LLC | 0.03% | No change | 9,990 | $261K |
| SC&H Financial Advisors, Inc. | 0.03% | Add +0.3% | 9,700 | $254K |
| TCI Wealth Advisors, Inc. | 0.01% | Reduce -42.1% | 9,652 | $253K |
| JPMorgan Chase & Co. | 0.00% | Reduce -24.7% | 9,439 | $251K |
| Virtu Financial LLC | 0.01% | Reduce -70.5% | 9,261 | $242K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 8,984 | $235K |
| Wescott Financial Advisory Group, LLC | 0.02% | Reduce -14.3% | 8,949 | $234K |
| Verisail Partners, LLC | 0.09% | No change | 8,948 | $234K |
| Foster Group, Inc. | 0.01% | No change | 8,806 | $230K |
| JDH Wealth Management, LLC | 0.14% | Reduce -13.6% | 8,790 | $230K |
| Cresset Asset Management, LLC | 0.00% | New | 8,640 | $226K |
| Partners in Financial Planning | 0.03% | Add +0.5% | 8,557 | $224K |
| Two Sigma Securities, LLC | 0.02% | Reduce -57.1% | 8,484 | $222K |
| Claris Advisors, LLC / Mo / | 0.06% | Reduce -6.6% | 8,141 | $213K |
| Stifel Financial Corp. | 0.00% | New | 7,856 | $206K |
| RS Crum Inc. | 0.04% | New | 7,849 | $205K |
| Qube Research & Technologies Ltd | 0.00% | New | 7,620 | $199K |
| Global Retirement Partners, LLC | 0.00% | — | 7,400 | $194K |
| UMB Bank, n.a. | 0.00% | No change | 7,154 | $187K |
| 3 Factor Indexing, LLC | 0.14% | Add +23.8% | 6,138 | $161K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 6,060 | $159K |
| Frazier Financial Advisors, LLC | 0.08% | No change | 5,914 | $155K |
| Maseco LLP | 0.00% | No change | 5,366 | $140K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,008 | $131K |
| Aspect Partners, LLC | 0.05% | No change | 4,925 | $129K |
| Blume Capital Management, Inc. | 0.02% | No change | 4,361 | $114K |
| AdvisorNet Financial, Inc | 0.00% | Add +11.3% | 4,022 | $105K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 3,231 | $85K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 3,024 | $79K |
| Jones Financial Companies LLLP | 0.00% | Add +489.3% | 2,634 | $70K |
| Rialto Wealth Management, LLC | 0.01% | No change | 1,927 | $50K |
| Bogart Wealth, LLC | 0.00% | No change | 1,697 | $44K |
| IMA Advisory Services, Inc. | 0.00% | New | 1,688 | $44K |
| IFP Advisors, Inc | 0.00% | Reduce -0.6% | 1,388 | $36K |
| CNB Bank | 0.01% | No change | 1,370 | $36K |
| Fifth Third Bancorp | 0.00% | No change | 1,178 | $31K |
| Elevation Wealth Partners, LLC | 0.01% | Add +0.6% | 1,089 | $28K |
| Larson Financial Group LLC | 0.00% | No change | 1,041 | $27K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 1,000 | $26K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -15.5% | 978 | $26K |
| Sittner & Nelson, LLC | 0.01% | No change | 877 | $23K |
| Morgan Stanley | 0.00% | No change | 797 | $21K |
| Assetmark, Inc. | 0.00% | Add +51.7% | 763 | $20K |
| Arlington Trust Co LLC | 0.00% | No change | 728 | $19K |
| Orion Capital Management LLC | 0.01% | Add +0.1% | 719 | $19K |
| Montgomery Financial Services LLC | 0.01% | — | 634 | $17K |
| Harbour Investments, Inc. | 0.00% | No change | 612 | $16K |
| Geneos Wealth Management Inc. | 0.00% | No change | 583 | $15K |
| Mather Group, Llc. | 0.00% | New | 521 | $14K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 451 | $12K |
| Asset Dedication, LLC | 0.00% | Reduce -25.9% | 433 | $11K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 406 | $11K |
| JDM Financial Group LLC | 0.00% | New | 350 | $9K |
| Global Trust Asset Management, LLC | 0.00% | Reduce -87.0% | 300 | $8K |
| Tounjian Advisory Partners, LLC | 0.00% | New | 275 | $7K |
| Dunhill Financial, LLC | 0.00% | No change | 153 | $4K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 90 | $2K |
| Bank of Montreal | 0.00% | No change | 90 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | New | 51 | $1K |
| Integrity Financial Corp | 0.00% | No change | 49 | $1K |
| Bessemer Group Inc. | 0.00% | New | 43 | $1K |
| Sunrise Financial Services, LLC | 0.00% | No change | 30 | $785 |
| Highland Investment Advisors LLC | 0.00% | — | 24 | $631 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 7 | $190 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 4 | $105 |
| UBS Group AG | 0.00% | New | 2 | $52 |
| CoreCap Advisors, LLC | 0.00% | Add +0.0% | 1 | $25 |
| St Germain D J Co. Inc. | 0.00% | New | 1 | $18 |
"% 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.