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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
Adero Partners, LLC3,021,489$70.3M4.53%+71,64313F-HRTimeline
HighTower Advisors, LLC2,338,083$54.4M0.07%+142,18713F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…1,950,014$45.4M11.07%+24,34113F-HRTimeline
Beaird Harris Wealth Management, LLC1,681,171$39.1M3.38%+54,54913F-HRTimeline
RAM Investment Partners, LLC1,203,550$28M6.88%+6,56613F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC1,106,700$25.8M0.04%new13F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC1,066,571$24.8M3.51%-9,13513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,012,187$23.6M0.19%-249,78013F-HRTimelineGroup
Root Financial Partners, LLC970,364$22.6M2.8%+221,23013F-HRTimeline
Rather & Kittrell, Inc.849,094$19.8M4.64%+14,73213F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC819,010$18.6M6.2%+39,80813F-HRTimeline
Essential Planning, LLC.677,870$16.8M0.11%+666,79913F-HRTimeline
Burton Enright Welch565,040$13.1M2.76%+12,37113F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC559,165$13M1.02%+87,43113F-HRTimeline
Brown Financial Advisory543,195$12.6M9%-32,38413F-HRTimeline
Bridgewater Advisors Inc.517,358$11.8M1.23%-26,23013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC482,405$11.2M0.41%-8,86913F-HRTimeline
Core Wealth Management, Inc.454,417$10.6M4.13%+3,12113F-HRTimeline
Willow Creek Wealth Management Inc.443,858$10.3M1.05%+9,95313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding441,931$10.3M+129,125Timeline
United Wealth Management, LLC441,195$10.3M3.46%13F-HRTimeline
Wealth Dimensions Group, Ltd.427,151$9.94M2.43%+31,61613F-HRTimeline
Fidato Wealth LLC417,898$9.72M7.29%+26,99713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP403,738$9.39M0.16%-6,70813F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC395,784$9.21M0.01%+17,22613F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC388,017$9.03M2.07%-3,29013F-HRTimeline
Dynamic Advisor Solutions LLC375,259$8.73M0.38%+13,25013F-HRTimeline
Aprio Wealth Management, LLC372,719$8.67M1.27%+81,51613F-HRTimeline
Crestmont Private Wealth LLC363,767$8.46M3.81%+10,07413F-HRTimeline
Sequoia Financial Advisors, LLC351,886$8.19M0.08%+20,48013F-HR/ATimeline
Aspen Wealth Management LLC328,758$7.65M2.27%-51,89713F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …324,288$7.25M0.56%-4,77413F-HRTimelineGroup
LPL Financial LLC297,768$6.93M<0.01%+25,14813F-HRTimeline
Onyx Financial Advisors, LLC293,634$6.83M3.75%+12,27213F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC290,766$6.77M0.86%+59,22013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC286,205$6.66M<0.01%13F-HR/ATimelineGroup
Beacon Pointe Advisors, LLC273,707$6.37M0.07%-1,08413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC268,614$6.25M0.14%-110,88713F-HRTimeline
Timonier Family Office, LTD.248,921$5.79M2.97%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Vannoy Advisory Group, Inc.245,206$5.71M4.24%-1,28613F-HRTimeline
Pinnacle Financial Group, LLC / IL239,553$5.57M2.18%-19,10813F-HRTimeline
Austin Wealth Management, LLC234,015$5.45M1.13%-9,04813F-HRTimeline
PINNEY & SCOFIELD, INC.227,805$5.3M4.01%13F-HRTimeline
Betterment LLC227,353$5.29M0.01%+19,17813F-HRTimeline
PBMares Wealth Management LLC225,486$5.25M1.07%+7,50213F-HRTimeline
ASSET PLANNING CORPORATION224,038$5.21M3.26%-103,62313F-HRTimeline
Evanson Asset Management, LLC220,894$5.14M0.35%+7,39813F-HRTimeline
CURIO WEALTH, LLC207,569$4.83M2.6%13F-HRTimeline
Hemington Wealth Management206,478$4.8M1.21%+30,95613F-HRTimeline
Pillar Financial Advisors, LLC205,700$4.79M3.66%13F-HRTimeline
Rockwood Wealth Management, LLC202,152$4.66M0.5%-14,20013F-HRTimeline
Elios Financial Group Inc.198,780$4.63M2.19%+64713F-HRTimeline
Financial Harvest, LLC194,763$4.53M3.82%13F-HRTimeline
Chicago Partners Investment Group LLC193,519$4.43M0.15%+5,54713F-HRTimeline
DecisionPoint Financial, LLC188,849$4.39M1.34%+8,81513F-HRTimeline
LEGACY FINANCIAL GROUP, INC.187,192$4.36M1.4%+23,16313F-HRTimeline
Oceanside Advisors LLC186,773$4.35M3.24%+4,06113F-HRTimeline
Straight Path Wealth Management185,913$4.33M1.71%+8,54313F-HRTimeline
Gradient Capital Advisors, LLC184,165$4.29M1.38%+5,39313F-HRTimeline
Ruedi Wealth Management, Inc.166,468$3.87M1.22%-6,34313F-HRTimeline
Citrine Capital LLC160,397$3.73M2.75%13F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC142,655$3.32M1.85%+27,97113F-HRTimeline
Arcadia Wealth Management, Inc.138,731$3.23M2.74%13F-HRTimeline
AE Wealth Management LLC138,466$3.22M0.03%+2,99113F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.135,613$3.16M1.46%+10,68213F-HRTimeline
Integrity Wealth Solutions LLC135,325$3.15M1.76%+18,24113F-HRTimeline
Integrated Wealth Concepts LLC132,240$3.08M0.04%-12,73613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC129,198$3.01M<0.01%+35,40713F-HRTimelineGroup
Atria Investments, Inc128,959$3M0.04%+116,44913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC128,415$2.99M0.01%+28,48713F-HRTimelineGroup
Seneschal Advisors, LLC122,862$2.86M2.39%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV119,866$2.79M0.01%+32213F-HRTimeline
CarsonAllaria Wealth Management, Ltd.118,918$2.77M1.58%+4,52213F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC116,681$2.72M2.24%13F-HRTimeline
Strategic Investment Solutions, Inc. /IL105,431$2.64M0.88%+11,74713F-HRTimeline
BCU Wealth Advisors, LLC109,249$2.54M1.45%+17,12713F-HRTimeline
AWM CAPITAL, LLC106,014$2.47M0.3%+64,64513F-HRTimeline
Strathmore Capital Advisors, Inc.105,946$2.47M1.79%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.105,717$2.46M0.01%+1,16213F-HR/ATimelineGroup
SAX WEALTH ADVISORS, LLC103,653$2.41M0.19%-9,25513F-HRTimeline
Disciplined Investments, LLC99,706$2.32M1.14%+22913F-HRTimeline
Glass Jacobson Investment Advisors llc96,316$2.24M0.74%+8,77313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Summit Wealth Group, LLC95,171$2.21M0.64%+3,75513F-HRTimeline
Tillman Hartley LLC93,927$2.19M0.63%+3,24913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP91,589$2.13M<0.01%+4,25713F-HRTimelineGroup
Creative Planningin group Creative Planning90,405$2.1M<0.01%-4,21913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC90,074$2.1M0.01%+5,32613F-HRTimeline
Apella Capital, LLC86,560$2.01M0.08%+55,65013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…86,194$2.01M<0.01%-5313F-HR/ATimeline
RFG Advisory, LLC81,644$1.9M0.05%-2613F-HRTimeline
SageView Advisory Group, LLC79,928$1.86M0.08%+1,79213F-HRTimeline
RCS Financial Planning, LLC79,079$1.84M0.98%-19,06313F-HRTimeline
Carlson Capital Management79,064$1.84M0.08%-26,07813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC78,517$1.83M0.04%-2,35013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…76,101$1.77M<0.01%+75,90013F-HRTimelineGroup
BUILDER INVESTMENT GROUP INC /ADV75,589$1.76M0.48%+7,20913F-HRTimeline
PFG Advisors74,832$1.74M0.11%+4,87713F-HRTimeline
Applied Capital LLC74,270$1.73M0.89%+3,86113F-HRTimeline
Ariadne Wealth Management, LP72,059$1.71M0.78%+45,39013F-HRTimeline
Wealth Advisors Northwest LLC73,281$1.71M1.16%13F-HRTimeline
Private Advisor Group, LLC70,860$1.65M0.01%+36,02013F-HRTimeline
CGN Advisors LLC69,126$1.61M0.16%+1,82613F-HRTimeline
Pacific Asset Management, LLC68,655$1.6M1.5%13F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC61,353$1.57M1.05%+3,46913F-HRTimeline
Allworth Financial LP67,366$1.57M0.01%+23,49213F-HRTimeline
Sterling Wealth Advisors Inc65,619$1.53M1.2%13F-HRTimeline
JMG Financial Group, Ltd.65,266$1.52M0.05%-2,08813F-HRTimeline
ENTREWEALTH, LLC58,751$1.5M1.38%13F-HRTimeline
Forum Private Client Group LLC62,004$1.44M0.64%-15,27313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC61,477$1.43M0.01%+24,54213F-HRTimelineGroup
WPWealth LLP61,199$1.42M0.29%-6,17313F-HRTimeline
Vawter Financial, Ltd.57,761$1.34M0.81%+1,56713F-HRTimeline
Total Clarity Wealth Management, Inc.57,029$1.33M0.43%+86413F-HRTimeline
Arcadia Wealth Management, LLC56,767$1.32M0.67%+3,48213F-HRTimeline
DiNuzzo Private Wealth, Inc.54,979$1.28M0.16%-14813F-HRTimeline
NewEdge Advisors, LLC52,922$1.23M0.01%+2,61113F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS52,630$1.22M1.01%+3,41313F-HRTimeline
First Financial Group Corp51,436$1.2M1.32%13F-HRTimeline
Burk Holdings LLC51,147$1.19M0.96%13F-HRTimeline
Aegis Wealth Management LLC50,355$1.17M0.79%13F-HRTimeline
Vantage Point Financial LLC50,226$1.17M0.63%13F-HRTimeline
Note Advisors, LLC49,485$1.15M1.02%13F-HRTimeline
Weinberger Asset Management, Inc49,307$1.15M0.48%+6,40113F-HRTimeline
FMB WEALTH MANAGEMENT48,200$1.12M0.63%+2,26513F-HRTimeline
Riggs Capital Management LLC48,047$1.12M1.1%13F-HRTimeline
Warburton Capital Management, LLC47,028$1.09M0.82%13F-HRTimeline
Signature Resources Capital Management,…47,009$1.09M0.98%-6,64113F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…46,180$1.07M0.43%013F-HRTimeline
Porter White Investment Advisors, Inc.43,605$1.01M0.51%+67413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…41,905$975K0.02%+3,33913F-HRTimelineGroup
Sterling Financial Planning, Inc.41,167$958K0.35%+4813F-HRTimeline
American Investment Services, Inc.40,791$949K0.17%-2,05713F-HR/ATimeline
Factor Wealth Management LTD39,626$922K0.31%13F-HRTimeline
Wealthspire Advisors, LLC36,908$859K0.01%new13F-HRTimeline
Sowell Financial Services LLC36,883$858K0.05%+61013F-HRTimeline
Heritage Wealth Management, Inc. /CA/36,861$858K0.73%+22113F-HRTimeline
Advisory Alpha, LLC35,086$816K0.03%-1,73813F-HRTimeline
Infinity Wealth Counsel, LLC34,638$806K0.86%13F-HRTimeline
TAGStone Capital, Inc.33,382$777K0.38%+5,93113F-HRTimeline
Mariner, LLCin group Mariner, LLC33,002$768K<0.01%-54,34613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA31,890$742K<0.01%-10,73913F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC31,448$732K0.14%13F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC30,986$721K0.1%+44313F-HRTimeline
Jentner Corp30,756$716K0.21%-32,98013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC30,491$710K<0.01%+21,82613F-HRTimelineGroup
DBK Financial Counsel, LLC30,179$702K0.71%-10213F-HRTimeline
Sprinkle Financial Consultants LLC29,629$689K0.47%+2,27913F-HRTimeline
Diversified Portfolios, Inc.29,516$687K0.07%+3,15213F-HRTimeline
Caprock Group, LLC27,921$650K0.02%013F-HRTimeline
Lakeridge Wealth Management LLC27,762$646K0.33%+5,39213F-HRTimeline
Walkner Condon Financial Advisors LLC27,698$645K0.13%+5,50313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,521$617K<0.01%+5,12213F-HRTimelineGroup
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC25,648$597K0.5%-9,09513F-HRTimeline
Global Trust Asset Management, LLC23,030$536K0.2%-10,92513F-HRTimeline
SOL Capital Management CO22,970$535K0.06%013F-HRTimeline
SpringVest Wealth Management LLC22,947$534K0.46%13F-HRTimeline
Austin Asset Management Co Inc22,600$526K0.1%013F-HRTimeline
Five Oceans Advisors22,431$522K0.24%-3,80313F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC22,353$520K0.12%+1513F-HRTimeline
WorthPointe, LLC21,351$497K0.21%+4,77713F-HRTimeline
Redwood Park Advisors LLC21,283$495K0.42%13F-HRTimeline
Flagstone Financial Management21,124$492K0.16%+1,85013F-HRTimeline
Fonville Wealth Management LLC20,654$481K0.16%-42913F-HRTimeline
TOWNSQUARE CAPITAL LLC19,906$463K0.01%+10,43813F-HRTimeline
Cambridge Investment Research Advisors,…19,263$448K<0.01%-55,87513F-HRTimeline
SC&H Financial Advisors, Inc.18,691$435K0.09%+36313F-HRTimeline
Heritage Wealth Management, Inc./Texas18,593$433K0.25%+25513F-HRTimeline
CLG LLC17,746$413K0.15%13F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.17,729$413K0.28%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC17,698$412K0.31%+4,16313F-HRTimeline
Modera Wealth Management, LLC17,219$401K<0.01%new13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC17,044$397K0.08%+3013F-HRTimeline
Foundation Wealth Management, LLC\PA17,040$397K0.19%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC16,588$386K0.01%-2,00013F-HRTimeline
Dupree Financial Group, LLC15,290$356K0.16%+31413F-HRTimeline
CFS Investment Advisory Services, LLC13,827$322K0.03%+6513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY13,008$303K<0.01%+8,20313F-HR/ATimelineGroup
Magnolia Private Wealth, LLC12,908$300K0.27%13F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC12,834$299K0.07%-3,03513F-HRTimeline
WEALTHSPAN PARTNERS, LLC12,542$292K0.14%+72813F-HRTimeline
JDH Wealth Management, LLC12,360$288K0.25%13F-HRTimeline
Yoder Wealth Management, Inc.12,265$285K0.16%-12113F-HRTimeline
Sandy Spring Bank12,187$284K0.01%+1,70413F-HRTimeline
EnRich Financial Partners LLC12,140$282K0.09%013F-HRTimeline
Simplicity Wealth,LLC12,020$280K0.06%-63713F-HRTimeline
CARDIFF PARK ADVISORS, LLC12,020$280K0.03%+8813F-HRTimeline
Tortoise Investment Management, LLC12,007$279K0.03%-1,86013F-HR/ATimeline
Arista Wealth Management, LLC11,997$279K0.07%-17513F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC11,869$276K0.14%-1,63113F-HRTimeline
TCI Wealth Advisors, Inc.11,751$273K0.02%+1,26913F-HRTimeline
Physician Wealth Advisors, Inc.11,380$265K0.04%-10113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management11,369$265K<0.01%+3713F-HRTimelineGroup
Hutchens & Kramer Investment Management…11,192$260K0.14%-86913F-HRTimeline
Wescott Financial Advisory Group, LLC10,439$243K0.03%013F-HRTimeline
Dodds Wealth, LLC10,315$240K0.08%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP10,071$234K0.01%+1413F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA9,968$232K0.04%-33,53513F-HRTimeline
IFP Advisors, Inc9,742$227K0.01%+4,43113F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC9,591$223K0.11%new13F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…8,984$209K<0.01%013F-HRTimelineGroup