DIMENSIONAL US REAL EST ETF DFAR
$26.57
+1.3% 52w: $22.23 – $26.74
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data22.2324.4926.74
Jun 20, 2025 Jul 2, 2026
Institutional holders
289
+5 QoQ
13F value
$1.19B
+8.6% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
1.0×
$237K calls / $237K puts
Institutional value by quarter
Number of holders
Who owns DFAR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Focus Partners Wealth | Wealth advisor | 3.6M | $89.1M | 0.1% | -6.0% |
| HighTower Advisors, LLC | Diversified mechanical | 2.7M | $63.7M | 0.1% | +4.6% |
| Elwood & Goetz Wealth Advisory Group, LLC | Wealth advisor | 2.5M | $59.8M | 10.2% | +6.5% |
| PRUDENTIAL FINANCIAL INC | Insurance | 2.2M | $52.0M | 0.1% | -10.3% |
| Root Financial Partners, LLC | Wealth advisor | 2.1M | $50.1M | 2.3% | +10.9% |
| Vise Technologies, Inc. | Wealth advisor | 1.7M | $38.9M | 0.8% | Held |
| Moisand Fitzgerald Tamayo, LLC | Wealth advisor | 1.4M | $34.2M | 3.7% | +6.3% |
| RAM Investment Partners, LLC | Wealth advisor | 1.4M | $33.8M | 5.9% | +5.3% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 1.3M | $31.4M | 0.0% | +91.4% |
| GREAT OAK CAPITAL PARTNERS, LLC | Wealth advisor | 1.1M | $25.9M | 6.0% | +5.0% |
| Rather & Kittrell, Inc. | Wealth advisor | 1.0M | $23.8M | 3.7% | -0.5% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 928.3K | $22.0M | 0.1% | +8.8% |
| Savant Capital, LLC | Wealth advisor | 712.9K | $16.9M | 0.1% | -25.6% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 706.8K | $16.7M | 0.1% | +2.8% |
| Wealth Dimensions Group, Ltd. | Wealth advisor | 703.9K | $16.6M | 3.3% | +8.5% |
| Burton Enright Welch | Wealth advisor | 698.1K | $16.5M | 2.2% | +3.4% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | Wealth advisor | 695.0K | $16.4M | 1.2% | -7.3% |
| United Wealth Management, LLC | Wealth advisor | 594.7K | $14.1M | 3.5% | +13.5% |
| Fidato Wealth LLC | Wealth advisor | 532.5K | $12.6M | 8.2% | +1.7% |
| EXENCIAL WEALTH ADVISORS, LLC | Wealth advisor | 514.7K | $12.2M | 0.4% | +5.1% |
| Pathstone Holdings, LLC | Diversified mechanical | 509.8K | $12.1M | 0.0% | -15.7% |
| Core Wealth Management, Inc. | Wealth advisor | 485.4K | $11.5M | 3.5% | +1.6% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | Wealth advisor | 455.8K | $11.3M | 1.0% | +6.4% |
| LRI Investments, LLC | Wealth advisor | 462.4K | $10.9M | 1.0% | +31.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 458.3K | $10.8M | 0.0% | +13.7% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 446.9K | $10.6M | 0.1% | New |
| PINNEY & SCOFIELD, INC. | Wealth advisor | 431.3K | $10.2M | 5.5% | +15.5% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 428.8K | $10.1M | 0.1% | +340.5% |
| SATOVSKY ASSET MANAGEMENT LLC | Wealth advisor | 428.0K | $10.1M | 1.8% | +1.3% |
| Apella Capital, LLC | Wealth advisor | 388.2K | $10.0M | 0.1% | +140.1% |
| North Berkeley Wealth Management, LLC | Wealth advisor | 421.2K | $10.0M | 5.3% | +151.6% |
| Beaird Harris Wealth Management, LLC | Wealth advisor | 417.5K | $9.9M | 0.7% | -20.0% |
| Onyx Financial Advisors, LLC | Wealth advisor | 413.2K | $9.8M | 4.1% | +10.5% |
| Forum Financial Management, LP | Wealth advisor | 401.1K | $9.5M | 0.1% | +0.1% |
| Aspen Wealth Management LLC | Wealth advisor | 389.7K | $9.2M | 1.8% | +3.2% |
| LPL Financial LLC | Bank broker | 382.1K | $9.0M | 0.0% | -9.8% |
| Betterment LLC | Wealth advisor | 381.7K | $9.0M | 0.0% | +7.7% |
| Pillar Financial Advisors, LLC | Wealth advisor | 353.1K | $8.4M | 4.9% | +12.8% |
| Crestmont Private Wealth LLC | Wealth advisor | 339.1K | $8.0M | 2.5% | +2.7% |
| Straight Path Wealth Management | Wealth advisor | 322.1K | $7.6M | 2.0% | +11.7% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 314.6K | $7.4M | 0.2% | +3.8% |
| Financial Harvest, LLC | Wealth advisor | 294.3K | $7.0M | 4.1% | +9.1% |
| Private Advisor Group, LLC | Wealth advisor | 293.8K | $6.9M | 0.0% | +6.0% |
| CURIO WEALTH, LLC | Wealth advisor | 284.8K | $6.7M | 2.3% | +6.3% |
| Vannoy Advisory Group, Inc. | Wealth advisor | 282.3K | $6.7M | 4.2% | +1.5% |
| AWM CAPITAL, LLC | Wealth advisor | 265.2K | $6.3M | 0.6% | +4.0% |
| Pinnacle Financial Group, LLC / IL | Wealth advisor | 258.0K | $6.1M | 1.7% | -0.5% |
| Stokes Family Office, LLC | Wealth advisor | 246.5K | $5.8M | 0.6% | -6.2% |
| Oceanside Advisors LLC | Wealth advisor | 235.2K | $5.6M | 3.2% | +5.8% |
| Chicago Partners Investment Group LLC | Wealth advisor | 218.7K | $5.5M | 0.1% | +2.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.