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Disclosery

DFAR DIMENSIONAL ETF TRUST

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US REAL ESTA ETF (fund)

257 managers (258 13F filers) reported a position in DFAR shares at 2025-06-30, 42,229,318 shares in all. 28 filers opened a position and 16 filers sold out during the quarter.

Managers
257
13F filers
258
New
28
Added
111
Reduced
78
Sold out
16
Shares held by filers
42,229,318

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.10,336$242K<0.01%-4,02413F-HRTimelineGroup
Dodds Wealth, LLC10,315$242K0.06%013F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA9,968$234K0.04%013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…9,953$233K<0.01%013F-HRTimelineGroup
Allodium Investment Consultants, LLC9,759$229K0.14%new13F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC9,628$226K0.1%-22413F-HRTimeline
Blue Trust, Inc.9,545$224K<0.01%+2,89913F-HRTimeline
Global Trust Asset Management, LLC9,514$223K0.12%-1,15013F-HRTimeline
XY Planning Network, Inc.9,073$213K0.07%new13F-HRTimeline
Foster Group, Inc.8,806$207K0.01%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,799$206K<0.01%new13F-HRTimelineGroup
CLARIS ADVISORS, LLC / MO /8,713$204K0.07%-21513F-HRTimeline
Nalls Sherbakoff Group, LLC8,491$199K0.14%-74713F-HRTimeline
UMB Bank, n.a.7,154$168K<0.01%013F-HR/ATimeline
Medallion Wealth Advisors, LLC5,928$140K0.05%+5,68713F-HRTimeline
Frazier Financial Advisors, LLC5,914$139K0.1%013F-HRTimeline
Farther Finance Advisors, LLC5,707$134K<0.01%+1,06213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,130$120K<0.01%013F-HRTimelineGroup
Aspect Partners, LLC4,925$116K0.06%013F-HRTimeline
Cherry Tree Wealth Management, LLC4,552$107K0.02%013F-HRTimeline
Blume Capital Management, Inc.4,361$102K0.02%013F-HRTimeline
MASECO LLP4,296$101K<0.01%13F-HRTimeline
McIlrath & Eck, LLC4,215$98.9K0.01%013F-HRTimeline
EQ WEALTH ADVISORS, LLC3,790$88.9K0.06%-1,18013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC2,867$67.3K0.04%013F-HRTimeline
Kathleen S. Wright Associates Inc.2,335$54.8K0.02%+1,26013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,314$54K<0.01%-1,47013F-HRTimelineGroup
SITTNER & NELSON, LLC2,259$53K0.02%+1,09813F-HRTimeline
JFS WEALTH ADVISORS, LLC2,140$50.2K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,990$46.7K<0.01%+1213F-HRTimeline
Bogart Wealth, LLC1,697$39.8K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,663$39K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,662$39K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC1,366$32K0.01%013F-HRTimeline
Signature Resources Capital Management,…1,266$29.7K0.02%-38,08013F-HRTimeline
COMERICA BANK1,178$27.6K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,057$24.8K0.01%+613F-HRTimeline
Orion Capital Management LLC718$16.8K0.01%-10513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…637$14.9K<0.01%-2,44513F-HRTimelineGroup
Geneos Wealth Management Inc.583$13.7K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC504$11.8K<0.01%-13513F-HRTimelineGroup
Bay Harbor Wealth Management, LLC487$11.4K<0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC451$10.6K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC362$8K<0.01%new13F-HRTimelineGroup
Asset Dedication, LLC310$7.27K<0.01%+17713F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…278$6.52K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY226$5.31K<0.01%-5,32813F-HRTimelineGroup
Dunhill Financial, LLC153$3.59K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.90$2.11K<0.01%013F-HRTimeline
Integrity Financial Corp /WA49$1.15K<0.01%013F-HRTimeline
Global Retirement Partners, LLC45$1.05K<0.01%13F-HRTimeline
UBS Group AGin group UBS Group AG31$727<0.01%013F-HRTimelineGroup
SJS Investment Consulting Inc.7$165<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…4$95<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$23<0.01%013F-HRTimeline
SIGNATUREFD, LLC1$13<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.