Who owns Dimensional US Real Estate ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DFAR from SEC Form 13F filings across 302 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 302 institutions disclosed 51.4M shares of Dimensional US Real Estate ETF worth $1.34B — about 79.6% of shares outstanding; the largest disclosed holder is Focus Partners Wealth. Source: SEC Form 13F filings, parsed by EvidInvest.
302
13F holders
$1.34B
value, 2026 filers
79.6%
of shares outstanding (51.4M sh)
33
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DFAR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 3.4M | $88.1M | 0.1% | 5.2% | -5.8% |
| 2 | HighTower Advisors, LLC | 2.7M | $71.2M | 0.1% | 4.2% | +1.1% |
| 3 | Root Financial Partners, LLC | 2.3M | $60.8M | 2.4% | 3.6% | +9.8% |
| 4 | Vise Technologies, Inc. | 2.2M | $57.3M | 0.6% | 3.4% | +29.2% |
| 5 | PRUDENTIAL FINANCIAL INC | 2.0M | $52.6M | 0.1% | 3.1% | -8.6% |
| 6 | Elwood & Goetz Wealth Advisory Group, LLC | 1.8M | $47.0M | 6.9% | 2.8% | -29.0% |
| 7 | RAM Investment Partners, LLC | 1.5M | $38.1M | 6.1% | 2.3% | +2.0% |
| 8 | Moisand Fitzgerald Tamayo, LLC | 1.5M | $38.1M | 3.7% | 2.3% | +0.8% |
| 9 | Savant Capital, LLC | 1.2M | $31.5M | 0.1% | 1.8% | +67.5% |
| 10 | GREAT OAK CAPITAL PARTNERS, LLC | 1.1M | $28.7M | 6.2% | 1.7% | +2.4% |
| 11 | Rather & Kittrell, Inc. | 1.0M | $26.4M | 3.7% | 1.6% | +0.4% |
| 12 | Beacon Pointe Advisors, LLC | 936,661 | $24.5M | 0.1% | 1.5% | +0.9% |
| 13 | Sequoia Financial Advisors, LLC | 757,577 | $19.8M | 0.1% | 1.2% | +7.2% |
| 14 | Burton Enright Welch | 750,411 | $19.6M | 2.3% | 1.2% | +7.5% |
| 15 | Wealth Dimensions Group, Ltd. | 717,843 | $18.8M | 3.4% | 1.1% | +2.0% |
| 16 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 657,049 | $17.2M | 1.3% | 1% | -5.5% |
| 17 | United Wealth Management, LLC | 600,451 | $15.7M | 3.5% | 0.9% | +1.0% |
| 18 | North Berkeley Wealth Management, LLC | 592,931 | $15.5M | 6.3% | 0.9% | +40.8% |
| 19 | Fidato Wealth LLC | 543,699 | $14.2M | 8.3% | 0.8% | +2.1% |
| 20 | LRI Investments, LLC | 518,972 | $13.6M | 1.1% | 0.8% | +12.2% |
| 21 | Core Wealth Management, Inc. | 504,582 | $13.2M | 3.7% | 0.8% | +4.0% |
| 22 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | 502,097 | $13.1M | 1.0% | 0.8% | +10.2% |
| 23 | Pathstone Holdings, LLC | 470,402 | $12.3M | 0.0% | 0.7% | -7.7% |
| 24 | Concurrent Investment Advisors, LLC | 469,889 | $12.3M | 0.1% | 0.7% | +5.2% |
| 25 | Focus Partners Advisor Solutions, LLC | 451,563 | $11.8M | 0.1% | 0.7% | +5.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.