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Disclosery

DFAR DIMENSIONAL ETF TRUST

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US REAL ESTA ETF (fund)

259 managers (260 13F filers) reported a position in DFAR shares at 2025-09-30, 43,502,401 shares in all. 16 filers opened a position and 13 filers sold out during the quarter.

Managers
259
13F filers
260
New
16
Added
139
Reduced
62
Sold out
13
Shares held by filers
43,502,401

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Heritage Wealth Management, Inc./Texas10,376$247K0.11%-1,81913F-HRTimeline
Dodds Wealth, LLC10,315$246K0.06%013F-HRTimeline
Allodium Investment Consultants, LLC10,303$246K0.14%+54413F-HRTimeline
Blue Trust, Inc.10,089$241K<0.01%+54413F-HRTimeline
Hutchens & Kramer Investment Management…10,055$240K0.09%-43013F-HRTimeline
Arista Wealth Management, LLC9,990$238K0.03%-63813F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA9,968$238K0.04%013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…9,953$237K<0.01%013F-HRTimelineGroup
SC&H Financial Advisors, Inc.9,732$232K0.04%-2,23213F-HRTimeline
Medallion Wealth Advisors, LLC9,119$217K0.08%+3,19113F-HRTimeline
McMill Wealth Management8,947$213K0.06%new13F-HRTimeline
XY Planning Network, Inc.9,073$213K0.07%013F-HRTimeline
Foster Group, Inc.8,806$210K0.01%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC8,767$207K0.03%new13F-HRTimeline
CLARIS ADVISORS, LLC / MO /8,713$204K0.07%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,201$172K<0.01%+4,88713F-HR/ATimelineGroup
UMB Bank, n.a.7,154$171K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Farther Finance Advisors, LLC6,022$144K<0.01%+31513F-HRTimeline
Frazier Financial Advisors, LLC5,914$141K0.09%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,130$122K<0.01%013F-HRTimelineGroup
Aspect Partners, LLC4,925$117K0.05%013F-HRTimeline
MASECO LLP4,611$110K0.01%+31513F-HRTimeline
Cherry Tree Wealth Management, LLC4,552$109K0.02%013F-HRTimeline
Blume Capital Management, Inc.4,361$104K0.02%013F-HRTimeline
Kathleen S. Wright Associates Inc.4,352$104K0.04%+2,01713F-HRTimeline
McIlrath & Eck, LLC4,215$101K0.01%013F-HRTimeline
Global Trust Asset Management, LLC3,146$75K0.03%-6,36813F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC2,867$68.4K0.05%013F-HRTimeline
AdvisorNet Financial, Inc2,002$47.7K<0.01%+1213F-HRTimeline
Rialto Wealth Management, LLC1,916$45.7K0.01%+55013F-HRTimeline
Bogart Wealth, LLC1,697$40.5K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,663$39.7K<0.01%013F-HRTimeline
CNB Bank1,370$32.7K0.01%new13F-HRTimeline
CoreCap Advisors, LLC1,287$30.7K<0.01%-37513F-HRTimeline
COMERICA BANK1,178$28.1K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,154$27.5K<0.01%+51713F-HRTimelineGroup
Signature Resources Capital Management,…1,144$27.3K0.01%-12213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,064$25.4K0.01%+713F-HR/ATimeline
Larson Financial Group LLC1,041$24.8K<0.01%new13F-HRTimeline
SITTNER & NELSON, LLC877$20.9K0.01%-1,38213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC827$19.7K<0.01%+32313F-HRTimelineGroup
Orion Capital Management LLC718$17.1K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN583$13.9K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.583$13.9K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC451$10.8K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC356$8K<0.01%-613F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…278$6.63K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY225$5.37K<0.01%-113F-HR/ATimelineGroup
Dunhill Financial, LLC153$3.65K<0.01%013F-HRTimeline
Asset Dedication, LLC133$3.17K<0.01%-17713F-HRTimeline
Pinnacle Bancorp, Inc.90$2.15K<0.01%013F-HRTimeline
Integrity Financial Corp /WA49$1.17K<0.01%013F-HRTimeline
Global Retirement Partners, LLC45$1.08K<0.01%013F-HRTimeline
MAI Capital Management34$811<0.01%new13F-HRTimeline
North Capital, Inc.8$191<0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…7$169<0.01%+313F-HRTimeline
SJS Investment Consulting Inc.7$167<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$24<0.01%013F-HRTimeline
SIGNATUREFD, LLC0$3<0.01%-113F-HRTimelineAmount filed as zero, left out of ratios.