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Disclosery

DFAR DIMENSIONAL ETF TRUST

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US REAL ESTA ETF (fund)

238 managers (239 13F filers) reported a position in DFAR shares at 2024-12-31, 39,002,435 shares in all. 10 filers opened a position and 15 filers sold out during the quarter.

Managers
238
13F filers
239
New
10
Added
112
Reduced
57
Sold out
15
Shares held by filers
39,002,435

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Foster Group, Inc.8,806$205K0.01%013F-HRTimeline
Monument Group Wealth Advisors, LLC8,702$202K0.14%-4,92813F-HRTimeline
SwitchPoint Financial Planning, LLC8,660$202K0.19%13F-HRTimeline
UMB Bank, n.a.7,154$166K<0.01%+29813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Blue Trust, Inc.6,646$155K<0.01%+1,52713F-HR/ATimeline
Frazier Financial Advisors, LLC5,914$136K0.11%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,130$119K<0.01%new13F-HRTimelineGroup
Aspect Partners, LLC4,925$115K0.07%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,789$111K0.01%+4,32713F-HRTimelineGroup
Farther Finance Advisors, LLC4,705$109K<0.01%-1,93013F-HRTimeline
Blume Capital Management, Inc.4,611$107K0.02%+7513F-HRTimeline
Cherry Tree Wealth Management, LLC4,552$106K0.03%013F-HRTimeline
McIlrath & Eck, LLC4,215$98.1K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,046$70.9K<0.01%-3913F-HRTimelineGroup
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC2,867$66.7K0.04%13F-HRTimeline
AdvisorNet Financial, Inc1,976$46K<0.01%-52913F-HRTimeline
Bogart Wealth, LLC1,697$39.5K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC1,579$36.7K0.01%13F-HRTimeline
Rialto Wealth Management, LLC1,366$31.8K0.01%13F-HRTimeline
COMERICA BANK1,178$27.4K<0.01%013F-HR/ATimeline
JFS WEALTH ADVISORS, LLC1,085$25.2K<0.01%new13F-HRTimeline
Kathleen S. Wright Associates Inc.1,075$25K0.01%+12513F-HRTimeline
Orion Capital Management LLC823$19.1K0.01%new13F-HRTimeline
Global Wealth Strategies & Associates683$15.9K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN625$14.5K<0.01%-5,62913F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP496$11.5K<0.01%+28013F-HRTimeline
Coppell Advisory Solutions LLC483$11.1K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC283$6.62K<0.01%13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…278$6.47K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC133$3.1K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.90$2.09K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd88$2.05K<0.01%-10013F-HRTimeline
Global Retirement Partners, LLC45$1.04K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG31$721<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC7$163<0.01%+613F-HRTimelineGroup
SJS Investment Consulting Inc.7$163<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6$140<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.