Skip to content

DFAR DIMENSIONAL ETF TRUST

Follow

US REAL ESTA ETF (fund)

291 managers (292 13F filers) reported a position in DFAR shares at 2026-03-31, 50,255,673 shares in all. 26 filers opened a position and 18 filers sold out during the quarter.

Managers
291
13F filers
292
New
26
Added
146
Reduced
71
Sold out
18
Shares held by filers
50,255,673

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
NORTHWEST WEALTH MANAGEMENT, LLC15,265$361K0.05%-83713F-HRTimeline
Balefire, LLC14,606$345K0.07%new13F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC13,971$330K0.13%013F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA13,966$330K0.06%+3,99813F-HRTimeline
Dupree Financial Group, LLC13,497$319K0.13%-54113F-HRTimeline
Nalls Sherbakoff Group, LLC13,188$312K0.23%013F-HRTimeline
Cypress Point Wealth Management, LLC13,100$310K0.07%new13F-HRTimeline
EnRich Financial Partners LLC13,007$308K0.08%-813F-HRTimeline
International Private Wealth Advisors L…12,940$306K0.19%+2,34513F-HRTimeline
WEALTHSPAN PARTNERS, LLC12,887$305K0.11%-20913F-HRTimeline
Sanchez Levi Garrett12,348$292K0.18%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,538$292K<0.01%+10,25713F-HR/ATimelineGroup
Physician Wealth Advisors, Inc.12,304$291K0.04%-3713F-HRTimeline
Donalies Financial Planning, LLC12,199$289K0.25%+2,27913F-HRTimeline
Allodium Investment Consultants, LLC12,181$288K0.14%+713F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…12,128$287K<0.01%-1,90313F-HRTimelineGroup
Wealth Advisors Northwest LLC11,827$280K0.12%+10213F-HRTimeline
D.A. DAVIDSON & CO.11,807$279K<0.01%+2,00013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management11,336$268K<0.01%-5613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC11,189$265K<0.01%-4,30113F-HRTimelineGroup
Medallion Wealth Advisors, LLC11,115$263K0.09%013F-HRTimeline
Ballast Rock Private Wealth LLC10,793$255K0.14%-38113F-HRTimeline
Opus Financial Solutions LLC10,695$253K0.24%new13F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC10,509$249K0.04%+29513F-HRTimeline
Wescott Financial Advisory Group, LLC10,439$247K0.02%013F-HRTimeline
Blue Trust, Inc.10,428$247K<0.01%+46013F-HRTimeline
Dodds Wealth, LLC10,315$244K0.06%013F-HRTimeline
JDH Wealth Management, LLC10,174$241K0.16%-1,84013F-HRTimeline
Heritage Wealth Management, Inc./Texas10,149$240K0.1%+1513F-HRTimeline
Arista Wealth Management, LLC9,990$236K0.03%-12713F-HRTimeline
SC&H Financial Advisors, Inc.9,667$229K0.03%+2113F-HRTimeline
Modera Wealth Management, LLC9,505$225K<0.01%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,442$223K<0.01%new13F-HRTimelineGroup
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…8,984$212K<0.01%-96913F-HRTimelineGroup
Verisail Partners, LLC8,948$212K0.09%013F-HRTimeline
Foster Group, Inc.8,806$208K0.01%013F-HRTimeline
CLARIS ADVISORS, LLC / MO /8,713$206K0.06%new13F-HRTimeline
Walkner Condon Financial Advisors LLC8,600$203K0.03%-20013F-HRTimeline
Partners in Financial Planning8,517$201K0.03%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,463$200K<0.01%-5,64413F-HRTimelineGroup
UMB Bank, n.a.7,154$169K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,060$143K<0.01%+93013F-HRTimelineGroup
Frazier Financial Advisors, LLC5,914$140K0.08%013F-HRTimeline
MASECO LLP5,366$127K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…5,008$118K<0.01%new13F-HRTimeline
3 FACTOR INDEXING, LLC4,959$117K0.11%13F-HRTimeline
Aspect Partners, LLC4,925$116K0.05%013F-HRTimeline
Blume Capital Management, Inc.4,361$103K0.02%013F-HRTimeline
AdvisorNet Financial, Inc3,614$85.5K<0.01%+92613F-HRTimeline
Cherry Tree Wealth Management, LLC3,231$76.4K0.02%013F-HRTimeline
Ashton Thomas Private Wealth, LLC3,024$71.5K<0.01%new13F-HRTimeline
Global Trust Asset Management, LLC2,300$54.4K0.02%013F-HRTimeline
Rialto Wealth Management, LLC1,927$45.6K0.01%+1113F-HRTimeline
Clearstead Advisors, LLC1,837$43.5K<0.01%new13F-HRTimeline
Bogart Wealth, LLC1,697$40.1K<0.01%013F-HRTimeline
IFP Advisors, Inc1,396$33K<0.01%-12,54313F-HRTimeline
CNB Bank1,370$32.4K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,178$27.9K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,157$27.4K<0.01%013F-HR/ATimelineGroup
ELEVATION WEALTH PARTNERS, LLC1,083$25.6K0.01%+213F-HRTimeline
Larson Financial Group LLC1,041$24.6K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…1,000$23.6K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC877$20.7K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY797$18.9K<0.01%+57113F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC728$17.2K<0.01%new13F-HRTimelineGroup
Orion Capital Management LLC718$17K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.612$14.5K<0.01%new13F-HRTimeline
Asset Dedication, LLC584$13.8K<0.01%+45113F-HRTimeline
Geneos Wealth Management Inc.583$13.8K<0.01%013F-HRTimeline
Arax Advisory Partners525$12.4K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC503$11.9K<0.01%013F-HRTimelineGroup
VSM Wealth Advisory, LLC451$10.7K<0.01%013F-HRTimeline
Archer Investment Corp444$10.5K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP447$10.4K<0.01%new13F-HRTimelineGroup
Signature Resources Capital Management,…406$9.6K<0.01%-59113F-HRTimeline
Tradewinds Capital Management, LLC353$8.36K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…278$6.58K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC215$5.08K<0.01%-4,00013F-HRTimeline
Dunhill Financial, LLC153$3.62K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC124$2.93K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/90$2.13K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.90$2.13K<0.01%013F-HRTimeline
Integrity Financial Corp /WA49$1.16K<0.01%013F-HRTimeline
MAI Capital Management34$805<0.01%013F-HRTimeline
Sunrise Financial Services, LLC30$710<0.01%-49113F-HRTimeline
Ritter Daniher Financial Advisory LLC /…7$171<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6$142<0.01%-1,03313F-HR/ATimelineGroup
Quest 10 Wealth Builders, Inc.4$95<0.01%new13F-HRTimeline
CoreCap Advisors, LLC0$23<0.01%-46213F-HRTimelineAmount filed as zero, left out of ratios.
SIGNATUREFD, LLC0$3<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
RETIREMITTEN FINANCIAL LLC0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.