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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
Focus Partners Wealthgroup of 2 filers holding3,782,485$88.7M+3,165,233Timeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC2,489,800$58.4M0.08%+147,00013F-HRTimelineGroup
HighTower Advisors, LLC2,140,208$50.2M0.06%-405,74213F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…2,073,367$48.6M10.51%+59,15413F-HRTimeline
Beaird Harris Wealth Management, LLC1,788,642$42M3.25%+56,37113F-HRTimeline
RAM Investment Partners, LLC1,266,475$29.7M6.24%+46,82513F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,201,241$28.2M3.56%+73,25813F-HRTimeline
Root Financial Partners, LLC1,054,361$24.7M2.39%-56,60113F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC874,413$20.6M5.89%+55,40313F-HRTimeline
Rather & Kittrell, Inc.864,776$20.3M4.02%+8,62313F-HRTimeline
Aprio Wealth Management, LLC689,784$16.2M1.83%+138,63213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC627,239$14.7M1.07%+25,35213F-HRTimeline
Sequoia Financial Advisors, LLC623,570$14.6M0.1%+112,79013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC599,450$14.1M0.1%-99,50713F-HR/ATimelineGroup
Burton Enright Welch595,189$14M2.42%+20,32113F-HRTimeline
Bridgewater Advisors Inc.560,675$13.4M1.02%+21,15713F-HRTimeline
Wealth Dimensions Group, Ltd.513,347$12M2.65%+35,23713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC501,427$11.8M0.05%+336,58713F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC485,277$11.4M0.4%-7,81813F-HRTimeline
United Wealth Management, LLC484,195$11.4M3.3%+4,42813F-HRTimeline
Fidato Wealth LLC461,044$10.8M7.73%+31,63513F-HRTimeline
Core Wealth Management, Inc.457,903$10.7M3.79%+9,92513F-HRTimeline
Hemington Wealth Management448,161$10.5M1.52%-27,67813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP402,347$9.44M0.14%-4313F-HRTimelineGroup
SATOVSKY ASSET MANAGEMENT LLC398,941$9.36M1.99%+9,81513F-HRTimeline
Dynamic Advisor Solutions LLC395,881$9.29M0.29%+8,27713F-HRTimeline
LPL Financial LLC393,673$9.24M<0.01%+87,60013F-HRTimeline
Willow Creek Wealth Management Inc.386,110$9.06M0.81%+5,41213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC368,959$8.66M<0.01%+10,93813F-HRTimelineGroup
JACKSON THORNTON WEALTH MANAGEMENT, LLC356,221$8.35M0.96%+42,72613F-HRTimeline
Timonier Family Office, LTD.341,888$8.02M3%+32,91713F-HRTimeline
Aspen Wealth Management LLC336,590$7.9M1.96%-6,50513F-HRTimeline
Crestmont Private Wealth LLC329,294$7.73M2.79%-8,55813F-HRTimeline
Onyx Financial Advisors, LLC321,767$7.55M3.58%+2,18313F-HRTimeline
Betterment LLC310,093$7.28M0.02%+41,87513F-HRTimeline
PINNEY & SCOFIELD, INC.281,747$6.61M4.47%+24,56113F-HRTimeline
Beacon Pointe Advisors, LLC267,811$6.28M0.07%-5,09913F-HRTimeline
Vannoy Advisory Group, Inc.253,852$5.96M4.12%+5,19313F-HRTimeline
Stokes Family Office, LLC252,913$5.93M0.62%+41713F-HRTimeline
DecisionPoint Financial, LLC242,945$5.73M1.46%+51,17413F-HRTimeline
Pinnacle Financial Group, LLC / IL242,972$5.7M1.91%+4,18213F-HRTimeline
Private Advisor Group, LLC241,524$5.67M0.03%+57,17313F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …238,937$5.51M0.34%-39,48813F-HRTimelineGroup
Pillar Financial Advisors, LLC228,414$5.36M3.7%+6,35813F-HRTimeline
CURIO WEALTH, LLC227,602$5.34M2.34%+227,13813F-HRTimeline
Straight Path Wealth Management224,558$5.27M1.79%+18,09113F-HRTimeline
Financial Harvest, LLC223,532$5.24M3.92%new13F-HRTimeline
ASSET PLANNING CORPORATION216,916$5.09M2.71%+6913F-HRTimeline
AWM CAPITAL, LLC211,043$4.95M0.52%+112,27413F-HRTimeline
Chicago Partners Investment Group LLC199,596$4.81M0.14%+4,46813F-HRTimeline
Oceanside Advisors LLC204,474$4.8M3.21%+5,24513F-HRTimeline
LEGACY FINANCIAL GROUP, INC.202,147$4.74M1.4%+2,57713F-HRTimeline
Gradient Capital Advisors, LLC197,705$4.64M1.37%+6,93813F-HRTimeline
PBMares Wealth Management LLC195,204$4.58M0.84%-5,20913F-HRTimeline
Elios Financial Group Inc.192,487$4.52M2.05%-4,45313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…189,278$4.44M<0.01%+90,46613F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO185,618$4.35M1.09%13F-HRTimeline
Rockwood Wealth Management, LLC183,985$4.32M0.38%-14,23313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC178,373$4.18M0.01%-213,87513F-HRTimeline
AE Wealth Management LLC172,471$4.05M0.03%+21,48413F-HRTimeline
Seneschal Advisors, LLC172,245$4.04M3.19%+31,63113F-HRTimeline
Brown Financial Advisory166,368$3.9M2.15%-301,25713F-HRTimeline
Ruedi Wealth Management, Inc.165,954$3.89M1.15%-12,60313F-HRTimeline
Integrity Wealth Solutions LLC163,458$3.83M1.87%+14,95113F-HRTimeline
Arcadia Wealth Management, Inc.158,193$3.71M2.53%+6,71413F-HRTimeline
Evanson Asset Management, LLC157,166$3.69M0.23%+6,02413F-HRTimeline
Citrine Capital LLC156,695$3.68M1.95%-5,75413F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC156,559$3.67M1.89%-2,59913F-HRTimeline
LRI Investments, LLC148,232$3.48M0.3%+94,15913F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.146,202$3.43M1.34%+4,05013F-HRTimeline
BCU Wealth Advisors, LLC137,900$3.24M1.45%+16,20313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC134,329$3.15M<0.01%-16,16613F-HRTimelineGroup
Integrated Wealth Concepts LLC132,994$3.12M0.03%+1,21413F-HRTimeline
Apella Capital, LLC131,176$3.08M0.08%+32,97613F-HRTimeline
Disciplined Investments, LLC130,756$3.07M1.3%+14,76513F-HRTimeline
Atria Investments, Inc127,870$3M0.04%+2,91713F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC125,340$2.94M2.26%+2,83613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC122,589$2.88M0.06%-51,95413F-HRTimeline
Strathmore Capital Advisors, Inc.113,883$2.67M1.18%13F-HRTimeline
MML INVESTORS SERVICES, LLC113,168$2.65M0.01%+16,68613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…109,188$2.58M<0.01%+8,96713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV102,216$2.4M0.01%-24,65013F-HRTimeline
Austin Wealth Management, LLC103,463$2.39M0.43%-115,18313F-HRTimeline
Summit Wealth Group, LLC101,704$2.39M0.61%+5,72913F-HRTimeline
CarsonAllaria Wealth Management, Ltd.99,566$2.34M1.25%-19,52013F-HRTimeline
Burk Holdings LLC93,741$2.2M1.38%+27,10713F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV93,474$2.19M0.54%+14,63713F-HRTimeline
Glass Jacobson Investment Advisors llc92,113$2.16M0.83%-4,20313F-HRTimeline
PFG Advisors87,469$2.05M0.09%+5,54413F-HRTimeline
Squire Investment Management Company, L…87,446$2.05M0.76%+7,44613F-HRTimeline
Tillman Hartley LLC85,983$2.02M0.57%-4,46913F-HRTimeline
Applied Capital LLC82,444$1.93M0.85%+3,94913F-HRTimeline
Warburton Capital Management, LLC80,069$1.91M1.13%+15,82113F-HRTimeline
Creative Planningin group Creative Planning80,504$1.89M<0.01%-13513F-HRTimelineGroup
SageView Advisory Group, LLC80,038$1.88M0.07%+52213F-HRTimeline
Pacific Asset Management, LLC79,308$1.86M1.5%+3,11013F-HRTimeline
Note Advisors, LLC78,045$1.83M1.27%+15,22913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC76,833$1.8M0.04%-35013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/76,219$1.79M<0.01%new13F-HRTimelineGroup
RCS Financial Planning, LLC71,146$1.67M0.83%-8,87313F-HRTimeline
FMB WEALTH MANAGEMENT70,626$1.66M0.79%+17,25613F-HRTimeline
Ariadne Wealth Management, LP70,141$1.63M0.78%-3,25913F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC67,867$1.59M1.03%+1,16613F-HRTimeline
Allworth Financial LP65,977$1.55M0.01%-3,53813F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS65,497$1.54M1.05%+5,21213F-HRTimeline
JMG Financial Group, Ltd.64,510$1.51M0.05%-75613F-HRTimeline
Arcadia Wealth Management, LLC63,367$1.49M0.65%+5,36113F-HRTimeline
First Financial Group Corp61,456$1.44M1.41%+6,33613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC60,528$1.42M0.01%+78113F-HRTimelineGroup
Vantage Point Financial LLC59,568$1.4M0.61%+1,96113F-HRTimeline
Sterling Wealth Advisors Inc58,175$1.37M0.97%-8,40613F-HRTimeline
CGN Advisors LLC58,062$1.36M0.12%-12,72313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP54,524$1.28M<0.01%-31,59713F-HR/ATimelineGroup
Aegis Wealth Management LLC51,737$1.23M0.74%013F-HRTimeline
Weinberger Asset Management, Inc51,036$1.2M0.46%+2,37713F-HRTimeline
Merit Financial Group, LLC49,879$1.17M0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL49,676$1.17M0.35%-57,94413F-HRTimeline
Forum Private Client Group LLC49,475$1.16M0.45%-4,36713F-HRTimeline
WPWealth LLP49,343$1.16M0.21%-11,76213F-HRTimeline
Factor Wealth Management LTD49,289$1.16M0.32%+4,07513F-HRTimeline
Diversified Portfolios, Inc.48,225$1.13M0.11%+7,83713F-HRTimeline
NewEdge Advisors, LLC47,665$1.12M0.01%+1113F-HRTimeline
Sterling Financial Planning, Inc.46,375$1.09M0.36%+2,23813F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…46,180$1.08M0.41%new13F-HRTimeline
TAGStone Capital, Inc.44,941$1.04M0.43%+9,08113F-HRTimeline
Porter White Investment Advisors, Inc.42,442$996K0.46%+15113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…42,117$988K<0.01%new13F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.40,737$956K0.11%-14,00913F-HRTimeline
Wealthspire Advisors, LLC39,904$936K0.01%+2,99613F-HRTimeline
AssuredPartners Investment Advisors, LLC39,231$920K0.23%+1,20813F-HRTimeline
Infinity Wealth Counsel, LLC38,483$903K0.91%+1,51013F-HRTimeline
Heritage Wealth Management, Inc. /CA/38,171$896K0.68%+1,38513F-HRTimeline
Sowell Financial Services LLC37,967$891K0.04%+95413F-HRTimeline
M Holdings Securities, Inc.37,748$880K0.15%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC37,163$872K0.05%-57,30713F-HRTimeline
Sprinkle Financial Consultants LLC35,653$836K0.51%+4,16713F-HRTimeline
ENTREWEALTH, LLC35,400$830K0.57%-21,10513F-HRTimeline
Advisory Alpha, LLC34,822$817K0.03%-50713F-HRTimeline
Mariner, LLCin group Mariner, LLC34,019$798K<0.01%+33913F-HRTimelineGroup
Redwood Park Advisors LLC30,427$714K0.55%+3,85413F-HRTimeline
DBK Financial Counsel, LLC30,270$710K0.64%-4313F-HRTimeline
Lakeridge Wealth Management LLC29,745$698K0.32%-47713F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC28,386$666K0.08%-2,60013F-HRTimeline
Legacy Capital Wealth Partners, LLC27,766$651K0.15%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.27,172$637K<0.01%-67,16913F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA25,135$589K<0.01%-1313F-HR/ATimelineGroup
Wealth Advisors Northwest LLC24,600$577K0.3%-17,24313F-HRTimeline
American Investment Services, Inc.24,350$571K0.15%-18,01913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp23,017$540K0.01%new13F-HRTimelineGroup
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.22,687$532K0.02%new13F-HRTimelineGroup
Austin Asset Management Co Inc22,600$530K0.1%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO22,502$528K<0.01%new13F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd22,490$528K0.01%new13F-HRTimelineGroup
Five Oceans Advisors22,447$527K0.22%+1,39813F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC22,342$524K0.1%+2813F-HRTimeline
Walkner Condon Financial Advisors LLC22,025$517K0.1%-3,44913F-HRTimeline
CARDIFF PARK ADVISORS, LLC21,979$516K0.04%+9,95513F-HRTimeline
Flagstone Financial Management21,166$497K0.14%013F-HRTimeline
WorthPointe, LLC21,097$495K0.21%013F-HRTimeline
Hurlow Wealth Management Group, Inc.20,479$480K0.14%new13F-HRTimeline
SpringVest Wealth Management LLC20,392$478K0.39%+55613F-HRTimeline
Fonville Wealth Management LLC20,359$478K0.12%-11713F-HRTimeline
Accurate Wealth Management, LLC18,208$429K0.07%new13F-HRTimeline
Cambridge Investment Research Advisors,…18,027$423K<0.01%-15013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC17,913$420K0.3%013F-HRTimeline
Yoder Wealth Management, Inc.17,887$420K0.22%+1,09213F-HRTimeline
CLG LLC17,746$416K0.13%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.17,729$416K0.26%013F-HRTimeline
SOL Capital Management CO17,540$411K0.04%-2,73013F-HRTimeline
CHOREO, LLC15,822$371K0.01%new13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC15,761$370K0.07%-1,16613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…15,656$367K0.01%-26,18713F-HRTimelineGroup
Jentner Corp15,558$365K0.1%-2,51213F-HRTimeline
Modera Wealth Management, LLC15,109$354K<0.01%+4413F-HRTimeline
U.S. Capital Wealth Advisors, LLC14,888$349K0.01%-30013F-HRTimeline
Dupree Financial Group, LLC14,821$348K0.14%-48613F-HRTimeline
WEALTHSPAN PARTNERS, LLC14,771$347K0.14%+1,38913F-HRTimeline
IFP Advisors, Inc14,518$341K0.01%+3,69713F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska14,298$333K0.05%new13F-HRTimelineGroup
CPA Asset Management Group, LLC14,068$330K0.14%+1,64213F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC13,838$325K0.04%+4,51213F-HRTimeline
TCI Wealth Advisors, Inc.13,280$312K0.02%+3713F-HRTimeline
Magnolia Private Wealth, LLC12,908$303K0.23%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC12,443$292K0.01%-1,49413F-HRTimeline
Tortoise Investment Management, LLC12,427$292K0.03%013F-HRTimeline
Heritage Wealth Management, Inc./Texas12,195$286K0.14%-2,73913F-HRTimeline
EnRich Financial Partners LLC12,140$285K0.09%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP12,101$284K0.01%new13F-HRTimeline
JDH Wealth Management, LLC12,025$282K0.22%-33613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management12,013$282K<0.01%+51913F-HRTimelineGroup
SC&H Financial Advisors, Inc.11,964$281K0.05%-6,74213F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC11,831$278K0.13%new13F-HRTimeline
Physician Wealth Advisors, Inc.11,720$275K0.04%-25813F-HRTimeline
Orion Porfolio Solutions, LLC11,619$273K<0.01%new13F-HR/ATimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC11,322$266K0.18%-6,93813F-HRTimeline
Foundation Wealth Management, LLC\PA11,311$265K0.11%-5,38013F-HRTimeline
Arista Wealth Management, LLC10,628$249K0.03%-72513F-HRTimeline
Hutchens & Kramer Investment Management…10,485$247K0.11%-38813F-HRTimeline
Wescott Financial Advisory Group, LLC10,439$245K0.02%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP10,354$243K<0.01%new13F-HRTimelineGroup