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Who owns DFARWhat DFAR owns — n/a

Who owns Dimensional US Real Estate ETF?

Institutional ownership of DFAR from SEC Form 13F filings across 134 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.

134

13F holders

$738.0M

value, 2026 filers

44.8%

of shares outstanding (29.0M sh)

20

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

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Focus Partners Wealth3.4M$88.1M0.1%5.2%-5.8%
2HighTower Advisors, LLC2.7M$71.2M0.1%4.2%+1.1%
3Root Financial Partners, LLC2.3M$60.8M2.4%3.6%+9.8%
4Vise Technologies, Inc.2.2M$57.3M0.6%3.4%+29.2%
5PRUDENTIAL FINANCIAL INC2.0M$52.6M0.1%3.1%-8.6%
6RAM Investment Partners, LLC1.5M$38.1M6.1%2.3%+2.0%
7Moisand Fitzgerald Tamayo, LLC1.5M$38.1M3.7%2.3%+0.8%
8Savant Capital, LLC1.2M$31.5M0.1%1.8%+67.5%
9Sequoia Financial Advisors, LLC757,577$19.8M0.1%1.2%+7.2%
10Wealth Dimensions Group, Ltd.717,843$18.8M3.4%1.1%+2.0%
11LRI Investments, LLC518,972$13.6M1.1%0.8%+12.2%
12Pathstone Holdings, LLC470,402$12.3M0.0%0.7%-7.7%
13Concurrent Investment Advisors, LLC469,889$12.3M0.1%0.7%+5.2%
14Focus Partners Advisor Solutions, LLC451,563$11.8M0.1%0.7%+5.3%
15RAYMOND JAMES FINANCIAL INC420,815$11.0M0.0%0.7%-8.2%
16LPL Financial LLC412,325$10.8M0.0%0.6%+7.9%
17Betterment LLC405,281$10,6020.0%0.6%+6.2%
18Apella Capital, LLC386,053$10.3M0.1%0.6%-0.6%
19Cambridge Investment Research Advisors, Inc.366,896$9,5980.0%0.6%+185.5%
20MONETA GROUP INVESTMENT ADVISORS LLC332,365$8.7M0.1%0.5%+347.5%
21D. E. Shaw & Co., Inc.323,800$8.5M0.0%0.5%+1751.4%
22Atria Investments, IncNEW318,109$8.3M0.1%0.5%new
23Dynamic Advisor Solutions LLC308,340$8.1M0.2%0.5%-2.0%
24Integrated Wealth Concepts LLC259,260$6.8M0.0%0.4%+73.6%
25Beaird Harris Wealth Management, LLC258,386$6.8M0.4%0.4%-38.1%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.