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Disclosery

DFAR DIMENSIONAL ETF TRUST

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US REAL ESTA ETF (fund)

244 managers (245 13F filers) reported a position in DFAR shares at 2025-03-31, 40,789,264 shares in all. 21 filers opened a position and 11 filers sold out during the quarter.

Managers
244
13F filers
245
New
21
Added
116
Reduced
71
Sold out
11
Shares held by filers
40,789,264

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Adero Partners, LLC3,131,148$74.4M4.87%+109,65913F-HRTimeline
HighTower Advisors, LLC2,545,950$60.5M0.08%+207,86713F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC2,342,800$55.7M0.08%+1,236,10013F-HRTimelineGroup
Elwood & Goetz Wealth Advisory Group, L…2,014,213$47.9M11.7%+64,19913F-HRTimeline
Beaird Harris Wealth Management, LLC1,732,271$41.2M3.5%+51,10013F-HRTimeline
RAM Investment Partners, LLC1,219,650$29M7.16%+16,10013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,127,983$26.8M3.71%+61,41213F-HRTimeline
Root Financial Partners, LLC1,110,962$26.4M2.81%+140,59813F-HRTimeline
Rather & Kittrell, Inc.856,153$20.4M4.41%+7,05913F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC819,010$18.6M6.2%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC698,957$16.6M0.14%-313,23013F-HR/ATimelineGroup
Focus Partners Wealthgroup of 2 filers holding617,252$14.7M+175,321Timeline
PHILLIPS FINANCIAL MANAGEMENT, LLC601,887$14.3M1.11%+42,72213F-HRTimeline
Burton Enright Welch574,868$13.7M2.78%+9,82813F-HRTimeline
Aprio Wealth Management, LLC551,152$13.1M1.64%+178,43313F-HRTimeline
Bridgewater Advisors Inc.539,518$12.5M1.08%+22,16013F-HRTimeline
Sequoia Financial Advisors, LLC510,780$12.1M0.09%+158,89413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC493,095$11.7M0.43%+10,69013F-HRTimeline
United Wealth Management, LLC479,767$11.4M3.57%+38,57213F-HRTimeline
Wealth Dimensions Group, Ltd.478,110$11.4M2.71%+50,95913F-HRTimeline
Hemington Wealth Management475,839$11.3M1.75%+269,36113F-HRTimeline
Brown Financial Advisory467,625$11.1M7.01%-75,57013F-HRTimeline
Core Wealth Management, Inc.447,978$10.6M4.09%-6,43913F-HRTimeline
Fidato Wealth LLC429,409$10.2M7.81%+11,51113F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP402,390$9.56M0.16%-1,34813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC392,248$9.32M0.01%-3,53613F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC389,126$9.25M2.07%+1,10913F-HRTimeline
Dynamic Advisor Solutions LLC387,604$9.21M0.3%+12,34513F-HRTimeline
Willow Creek Wealth Management Inc.380,698$9.05M0.88%-63,16013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC358,021$8.51M<0.01%+71,81613F-HRTimelineGroup
Aspen Wealth Management LLC343,095$8.16M2.31%+14,33713F-HRTimeline
Crestmont Private Wealth LLC337,852$8.03M3.48%-25,91513F-HRTimeline
Onyx Financial Advisors, LLC319,584$7.6M4.02%+25,95013F-HRTimeline
Timonier Family Office, LTD.308,971$7.34M3.25%+60,05013F-HRTimeline
LPL Financial LLC306,073$7.28M<0.01%+8,30513F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC313,495$7.19M0.95%+22,72913F-HRTimeline
Beacon Pointe Advisors, LLC272,910$6.49M0.07%-79713F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …278,425$6.45M0.48%-45,86313F-HRTimelineGroup
Betterment LLC268,218$6.38M0.02%+40,86513F-HRTimeline
PINNEY & SCOFIELD, INC.257,186$6.11M4.43%+29,38113F-HRTimeline
Stokes Family Office, LLC252,496$6M0.67%new13F-HRTimeline
Vannoy Advisory Group, Inc.248,659$5.91M4.38%+3,45313F-HRTimeline
Pinnacle Financial Group, LLC / IL238,790$5.68M2.06%-76313F-HRTimeline
Pillar Financial Advisors, LLC222,056$5.28M3.93%+16,35613F-HRTimeline
ASSET PLANNING CORPORATION216,847$5.15M3.04%-7,19113F-HRTimeline
Austin Wealth Management, LLC218,646$5.01M1%-15,36913F-HRTimeline
Straight Path Wealth Management206,467$4.91M1.99%+20,55413F-HRTimeline
PBMares Wealth Management LLC200,413$4.76M0.95%-25,07313F-HRTimeline
LEGACY FINANCIAL GROUP, INC.199,570$4.74M1.52%+12,37813F-HRTimeline
Oceanside Advisors LLC199,229$4.74M3.43%+12,45613F-HRTimeline
Rockwood Wealth Management, LLC198,218$4.71M0.48%-3,93413F-HRTimeline
Elios Financial Group Inc.196,940$4.68M2.31%-1,84013F-HRTimeline
Chicago Partners Investment Group LLC195,128$4.58M0.15%+1,60913F-HRTimeline
DecisionPoint Financial, LLC191,771$4.56M1.32%+2,92213F-HRTimeline
Gradient Capital Advisors, LLC190,767$4.53M1.48%+6,60213F-HRTimeline
Private Advisor Group, LLC184,351$4.38M0.03%+113,49113F-HRTimeline
Ruedi Wealth Management, Inc.178,557$4.24M1.33%+12,08913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC174,543$4.15M0.1%-94,07113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC164,840$3.92M0.02%+36,42513F-HRTimelineGroup
Citrine Capital LLC162,449$3.86M2.42%+2,05213F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC159,158$3.78M2.08%+16,50313F-HRTimeline
Arcadia Wealth Management, Inc.151,479$3.6M2.81%+12,74813F-HRTimeline
Evanson Asset Management, LLC151,142$3.59M0.25%-69,75213F-HRTimeline
AE Wealth Management LLC150,987$3.59M0.03%+12,52113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC150,495$3.58M<0.01%+21,29713F-HRTimelineGroup
Integrity Wealth Solutions LLC148,507$3.53M1.91%+13,18213F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.142,152$3.38M1.49%+6,53913F-HRTimeline
Seneschal Advisors, LLC140,614$3.34M2.87%+17,75213F-HRTimeline
Integrated Wealth Concepts LLC131,780$3.13M0.04%-46013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV126,866$3.02M0.01%+7,00013F-HRTimeline
Atria Investments, Inc124,953$2.97M0.04%-4,00613F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC122,504$2.91M2.38%+5,82313F-HRTimeline
BCU Wealth Advisors, LLC121,697$2.89M1.5%+12,44813F-HRTimeline
CarsonAllaria Wealth Management, Ltd.119,086$2.83M1.64%+16813F-HRTimeline
Disciplined Investments, LLC115,991$2.76M1.27%+16,28513F-HRTimeline
Strategic Investment Solutions, Inc. /IL107,620$2.57M0.74%+2,18913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…100,221$2.38M<0.01%+14,02713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…98,812$2.35M<0.01%+22,71113F-HRTimelineGroup
AWM CAPITAL, LLC98,769$2.35M0.27%-7,24513F-HRTimeline
MML INVESTORS SERVICES, LLC96,482$2.29M0.01%+6,40813F-HRTimeline
Summit Wealth Group, LLC95,975$2.28M0.67%+80413F-HRTimeline
SAX WEALTH ADVISORS, LLC94,470$2.25M0.16%-9,18313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.94,341$2.24M0.01%-11,37613F-HRTimelineGroup
Glass Jacobson Investment Advisors llc96,316$2.24M0.74%013F-HRTimeline
Apella Capital, LLC98,200$2.18M0.07%+11,64013F-HRTimeline
Tillman Hartley LLC90,452$2.15M0.63%-3,47513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP86,121$2.05M<0.01%-5,46813F-HRTimelineGroup
PFG Advisors81,925$1.95M0.11%+7,09313F-HRTimeline
Creative Planningin group Creative Planning80,639$1.92M<0.01%-9,76613F-HRTimelineGroup
RCS Financial Planning, LLC80,019$1.9M1%+94013F-HRTimeline
Squire Investment Management Company, L…80,000$1.9M0.79%new13F-HRTimeline
SageView Advisory Group, LLC79,516$1.89M0.08%-41213F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV78,837$1.87M0.53%+3,24813F-HRTimeline
Applied Capital LLC78,495$1.87M0.92%+4,22513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC77,183$1.83M0.04%-1,33413F-HRTimelineGroup
Pacific Asset Management, LLC76,198$1.81M1.62%+7,54313F-HRTimeline
Ariadne Wealth Management, LP73,400$1.73M0.9%+1,34113F-HRTimeline
CGN Advisors LLC70,785$1.68M0.16%+1,65913F-HRTimeline
Allworth Financial LP69,515$1.59M0.01%+2,14913F-HRTimeline
Burk Holdings LLC66,634$1.58M1.2%+15,48713F-HRTimeline
Sterling Wealth Advisors Inc66,581$1.58M1.22%+96213F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC66,701$1.55M1.04%+5,34813F-HRTimeline
JMG Financial Group, Ltd.65,266$1.55M0.05%013F-HRTimeline
Warburton Capital Management, LLC64,248$1.53M1.11%+17,22013F-HRTimeline
Note Advisors, LLC62,816$1.49M1.23%+13,33113F-HRTimeline
WPWealth LLP61,105$1.45M0.29%-9413F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS60,285$1.43M1.13%+7,65513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC59,747$1.42M0.01%-1,73013F-HRTimelineGroup
Arcadia Wealth Management, LLC58,006$1.38M0.68%+1,23913F-HRTimeline
Vawter Financial, Ltd.57,992$1.38M0.77%+23113F-HRTimeline
Vantage Point Financial LLC57,607$1.37M0.69%+7,38113F-HRTimeline
ENTREWEALTH, LLC56,505$1.34M1.03%-2,24613F-HRTimeline
Total Clarity Wealth Management, Inc.57,029$1.33M0.43%013F-HRTimeline
First Financial Group Corp55,120$1.31M1.48%+3,68413F-HRTimeline
DiNuzzo Private Wealth, Inc.54,746$1.3M0.16%-23313F-HRTimeline
LRI Investments, LLC54,073$1.29M0.12%new13F-HRTimeline
Forum Private Client Group LLC53,842$1.28M0.56%-8,16213F-HRTimeline
FMB WEALTH MANAGEMENT53,370$1.27M0.7%+5,17013F-HRTimeline
Aegis Wealth Management LLC51,737$1.23M0.72%+1,38213F-HRTimeline
Weinberger Asset Management, Inc48,659$1.16M0.5%-64813F-HRTimeline
NewEdge Advisors, LLC47,654$1.13M0.01%-5,26813F-HRTimeline
Factor Wealth Management LTD45,214$1.07M0.33%+5,58813F-HRTimeline
Sterling Financial Planning, Inc.44,137$1.05M0.38%+2,97013F-HRTimeline
American Investment Services, Inc.42,369$1.01M0.18%+1,57813F-HRTimeline
Porter White Investment Advisors, Inc.42,291$1.01M0.5%-1,31413F-HRTimeline
Wealth Advisors Northwest LLC41,843$995K0.63%-31,43813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…41,843$995K0.02%-6213F-HRTimelineGroup
Diversified Portfolios, Inc.40,388$960K0.1%+10,87213F-HRTimeline
Signature Resources Capital Management,…39,346$935K0.8%-7,66313F-HRTimeline
AssuredPartners Investment Advisors, LLC38,023$904K0.17%+6,57513F-HRTimeline
Sowell Financial Services LLC37,013$880K0.04%+13013F-HRTimeline
Infinity Wealth Counsel, LLC36,973$879K0.95%+2,33513F-HRTimeline
Wealthspire Advisors, LLC36,908$877K0.01%013F-HRTimeline
Heritage Wealth Management, Inc. /CA/36,786$874K0.75%-7513F-HRTimeline
TAGStone Capital, Inc.35,860$852K0.42%+2,47813F-HRTimeline
Advisory Alpha, LLC35,329$840K0.03%+24313F-HR/ATimeline
Mariner, LLCin group Mariner, LLC33,680$801K<0.01%+67813F-HRTimelineGroup
Sprinkle Financial Consultants LLC31,486$748K0.47%+1,85713F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC30,986$737K0.1%013F-HRTimeline
DBK Financial Counsel, LLC30,313$721K0.72%+13413F-HRTimeline
Lakeridge Wealth Management LLC30,222$718K0.36%+2,46013F-HRTimeline
Caprock Group, LLC28,427$676K0.02%+50613F-HRTimeline
Redwood Park Advisors LLC26,573$632K0.53%+5,29013F-HRTimeline
Walkner Condon Financial Advisors LLC25,474$606K0.12%-2,22413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA25,148$598K<0.01%-6,74213F-HR/ATimelineGroup
Austin Asset Management Co Inc22,600$537K0.11%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC22,314$530K0.12%-3913F-HRTimeline
Sandy Spring Bank21,900$521K0.02%+9,71313F-HRTimeline
Flagstone Financial Management21,166$503K0.16%+4213F-HRTimeline
WorthPointe, LLC21,097$501K0.23%-25413F-HRTimeline
Five Oceans Advisors21,049$500K0.24%-1,38213F-HRTimeline
Fonville Wealth Management LLC20,476$487K0.14%-17813F-HRTimeline
SOL Capital Management CO20,270$482K0.05%-2,70013F-HRTimeline
SpringVest Wealth Management LLC19,836$472K0.39%-3,11113F-HRTimeline
SC&H Financial Advisors, Inc.18,706$445K0.09%+1513F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC18,260$434K0.32%-7,38813F-HRTimeline
Cambridge Investment Research Advisors,…18,177$432K<0.01%-1,08613F-HRTimeline
Jentner Corp18,070$430K0.13%-12,68613F-HRTimeline
ELEVATE WEALTH ADVISORY, INC17,913$426K0.3%+21513F-HRTimeline
CLG LLC17,746$422K0.15%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.17,729$421K0.28%013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC16,927$402K0.08%-11713F-HRTimeline
Yoder Wealth Management, Inc.16,795$399K0.22%+4,53013F-HRTimeline
Foundation Wealth Management, LLC\PA16,691$397K0.19%-34913F-HRTimeline
Dupree Financial Group, LLC15,307$364K0.15%+1713F-HRTimeline
U.S. Capital Wealth Advisors, LLC15,188$361K0.01%-1,40013F-HRTimeline
Modera Wealth Management, LLC15,065$358K<0.01%-2,15413F-HRTimeline
Heritage Wealth Management, Inc./Texas14,934$355K0.21%-3,65913F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.14,360$341K<0.01%new13F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC13,937$331K0.01%new13F-HRTimeline
WEALTHSPAN PARTNERS, LLC13,382$318K0.15%+84013F-HRTimeline
TCI Wealth Advisors, Inc.13,243$315K0.03%+1,49213F-HRTimeline
TOWNSQUARE CAPITAL LLC12,969$308K<0.01%-6,93713F-HRTimeline
Magnolia Private Wealth, LLC12,908$307K0.26%013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC12,450$296K0.07%-38413F-HRTimeline
Tortoise Investment Management, LLC12,427$295K0.03%+42013F-HR/ATimeline
CPA Asset Management Group, LLC12,426$295K0.13%new13F-HRTimeline
JDH Wealth Management, LLC12,361$294K0.25%+113F-HRTimeline
EnRich Financial Partners LLC12,140$289K0.1%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC12,024$286K0.03%+413F-HRTimeline
Physician Wealth Advisors, Inc.11,978$285K0.05%+59813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management11,494$273K<0.01%+12513F-HRTimelineGroup
Arista Wealth Management, LLC11,353$270K0.07%-64413F-HRTimeline
Hutchens & Kramer Investment Management…10,873$258K0.14%-31913F-HRTimeline
IFP Advisors, Inc10,821$257K0.01%+1,07913F-HRTimeline
Global Trust Asset Management, LLC10,664$253K0.15%-12,36613F-HRTimeline
Wescott Financial Advisory Group, LLC10,439$248K0.03%013F-HRTimeline
Dodds Wealth, LLC10,315$245K0.08%013F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA9,968$237K0.05%013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…9,953$237K<0.01%+96913F-HRTimelineGroup
DOPKINS WEALTH MANAGEMENT, LLC9,852$234K0.12%+26113F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC9,479$225K0.11%-2,39013F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC9,326$222K0.03%new13F-HRTimeline
Nalls Sherbakoff Group, LLC9,238$220K0.18%13F-HRTimeline
CFS Investment Advisory Services, LLC9,231$219K0.02%-4,59613F-HRTimeline
CLARIS ADVISORS, LLC / MO /8,928$212K0.08%new13F-HRTimeline
Simplicity Wealth,LLC8,904$212K0.02%-3,11613F-HRTimeline
Rehmann Capital Advisory Group8,883$211K0.01%new13F-HRTimeline
Foster Group, Inc.8,806$209K0.01%013F-HRTimeline
Essential Planning, LLC.8,731$208K0.08%-669,13913F-HRTimeline