DFAR institutional holders

Dimensional US Real Estate ETF · 315 reporting institutions · $1.4B reported value

Funds that can replace DFAR · DFAR return decomposition

Institutional holdings

Institutions reporting DFAR, largest first
InstitutionReported positionAdvisors at firmReport period
Focus Partners Wealth$88.1M1,0482026-06-30
Hightower Advisors, LLC$71.2M1,0462026-06-30
Root Financial Partners, LLC$60.8M642026-06-30
Vise Technologies, Inc.$57.3M02026-06-30
Prudential Financial Inc$52.6M02026-06-30
Elwood & Goetz Wealth Advisory Group, LLC$47M212026-06-30
Ram Investment Partners, LLC$38.1M162026-06-30
Moisand Fitzgerald Tamayo, LLC$38.1M102026-06-30
Savant Wealth Management$31.5M4052026-06-30
Great Oak Capital Partners, LLC$28.7M52026-06-30
Rather & Kittrell, Inc.$26.4M202026-06-30
Beacon Pointe Advisors, LLC$24.5M4662026-06-30
Sequoia Financial Group, LLC$19.8M2582026-06-30
Burton Enright Welch$19.6M122026-06-30
Wealth Dimensions Group, Ltd.$18.8M92026-06-30
Phillips Financial Management, LLC$17.2M152026-06-30
United Wealth Management, LLC$15.7M62026-06-30
North Berkeley Wealth Management, LLC$15.5M122026-06-30
Fidato Wealth LLC$14.2M72026-06-30
Lri Investments, LLC$13.6M252026-06-30
Core Wealth Management, Inc.$13.2M32026-06-30
Jackson Thornton Wealth Management, LLC$13.1M92026-06-30
Pathstone Holdings, LLC$12.3M02026-06-30
Concurrent Investment Advisors, LLC$12.3M3492026-06-30
Exencial Wealth Advisors, LLC$12.2M02026-03-31
Focus Partners Advisor Solutions, LLC$11.8M422026-06-30
Onyx Financial Advisors, LLC$11.6M72026-06-30
Pinney & Scofield, Inc.$11.5M32026-06-30
Aspen Wealth Management LLC$11.5M82026-06-30
Satovsky Asset Management LLC$11.4M52026-06-30
Raymond James Financial Inc$11M02026-06-30
Timonier Family Office, Ltd.$10.8M42026-06-30
Lpl Financial LLC$10.8M23,4582026-06-30
Forum Financial Management, LP$10.4M1162026-06-30
Apella Capital, LLC$10.3M1042026-06-30
Crestmont Private Wealth LLC$10.2M42026-06-30
Pillar Financial Advisors, LLC$9.5M42026-06-30
Willow Creek Wealth Management Inc.$9.3M102025-09-30
Moneta Group Investment Advisors LLC$8.7M2562026-06-30
Straight Path Wealth Management$8.6M102026-06-30
D. E. Shaw & Co., LP$8.5M02026-06-30
Financial Harvest, LLC$8.4M72026-06-30
Atria Investments, Inc$8.3M62026-06-30
Dynamic$8.1M752026-06-30
Curio Wealth, LLC$7.9M72026-06-30
Awm Capital, LLC$7.6M292026-06-30
Kenora Financial, LLC$7.4M42026-06-30
Integrated Wealth Concepts LLC$6.8M4802026-06-30
Beaird Harris Wealth Management, LLC$6.8M182026-06-30
Pinnacle Financial Group, LLC / Il$6.7M42026-06-30
Private Advisor Group, LLC$6.7M9272026-06-30
Oceanside Advisors LLC$6.5M42026-06-30
Chicago Partners Investment Group LLC$6.4M572026-06-30
Northwestern Mutual Wealth Management Co$6.1M02026-06-30
Integrity Wealth Solutions LLC$6.1M22026-06-30
Gradient Capital Advisors, LLC$5.7M52026-06-30
Grand Wealth Management, LLC$5.7M72026-06-30
Seneschal Advisors, LLC$5.7M32026-06-30
Citrine Capital$5.6M52026-06-30
Modera Wealth Management, LLC$5.4M1352026-06-30
Asset Planning Corporation$5.3M02025-09-30
Legacy Financial Group, Inc.$5.3M82026-06-30
Hurlow Wealth Management Group, Inc.$5.2M112026-06-30
Diversify Advisory Services, LLC$5.2M1162026-06-30
Diversify Wealth Management, LLC$5.2M782026-06-30
Pbmares Wealth Management LLC$5.1M12025-09-30
Decisionpoint Financial, LLC$5.1M132026-06-30
Arcadia Wealth Management, Inc.$5.1M02026-06-30
Summit Wealth Group LLC / Co$4.9M392026-06-30
Mercer Global Advisors Inc /adv$4.8M02026-06-30
Professional Financial Solutions LLC /adv$4.8M02026-06-30
Rachor Investment Advisory Services, LLC$4.8M42026-06-30
Disciplined Investments, LLC$4.7M62026-06-30
Ae Wealth Management LLC$4.7M4712026-06-30
Strathmore Capital Advisors, Inc.$4.7M112026-06-30
Bcu Wealth Advisors, LLC$4.6M152026-06-30
Envestnet Pmc$4.6M602026-06-30
Ruedi Wealth Management, Inc.$4.5M52026-06-30
Bannerman Wealth$4.3M42026-06-30
Burk Holdings LLC$4.3M72026-06-30
Evanson Financial, LLC$4.2M42026-06-30
Maryland Capital Advisors Inc.$4.1M42026-06-30
MML Investors Services, LLC$4.1M5,1202026-06-30
Creative Planning$4M1,1712026-06-30
Rockwood Wealth Management, LLC$4M462026-06-30
Evanson Asset Management, LLC$3.8M02026-03-31
Aprio Wealth Management, LLC$3.7M362026-06-30
Squire Investment Management Company, LLC$3.6M122026-06-30
Glass Jacobson Investment Advisors LLC$3.5M102026-06-30
Johnson Wealth Management, LLC$3.4M32026-06-30
Pfg Advisors$3.3M832026-06-30
Tillman Hartley LLC$3.2M32026-06-30
Builder Investment Group Inc /adv$3.2M32026-06-30
Osaic Holdings, Inc.$3.2M02026-06-30
Note Advisors, LLC$3M62026-06-30
Summit Wealth Group, LLC$3M02026-06-30
Renaissance Technologies LLC$2.9M02026-06-30
Pacific Asset Management, LLC$2.9M02026-06-30
Dwr Wealth Management, LLC$2.8M32026-06-30
Northern Trust Corp$2.8M02026-06-30
Andrews, Lucia Wealth Management LLC$2.8M12026-06-30
Applied Capital LLC$2.7M02026-06-30
Carsonallaria Wealth Management, Ltd.$2.6M62026-06-30
Allworth Financial, LP$2.6M3172026-06-30
Wealth Enhancement Advisory Services, LLC$2.6M1,0262026-06-30
Fmb Wealth Management$2.5M82026-06-30
Commonwealth Equity Services, LLC$2.4M2,8632026-06-30
Royal Bank of Canada$2.2M02026-06-30
Trailhead Planners LLC$2.2M22026-06-30
Sageview Advisory Group, LLC$2M942026-06-30
Sax Wealth Advisors, LLC$2M422026-06-30
Greenwood Capital Associates LLC$1.9M162026-06-30
Redwood Park Advisors LLC$1.9M22026-06-30
Gen Financial Management Inc.$1.9M42026-06-30
Rcs Financial Planning, LLC$1.8M22026-06-30
First Financial Group Corp$1.8M42026-06-30
Assuredpartners Investment Advisors$1.8M292026-06-30
Vestia Personal Wealth Advisors$1.8M222026-06-30
Weinberger Asset Management, Inc$1.7M32026-06-30
Cgn Advisors LLC$1.7M362026-06-30
Infinity Wealth Counsel, LLC$1.5M22026-06-30
Factor Wealth Management$1.5M52026-06-30
Seia$1.5M1412026-06-30
Apollon Wealth Management, LLC$1.5M1512026-06-30
Forvis Mazars Wealth Advisors, LLC$1.5M832026-06-30
Jmg Financial Group, Ltd.$1.5M482026-06-30
Sprinkle Financial Consultants LLC$1.5M32026-06-30
Wpwealth LLP$1.4M152026-06-30
Farther Finance Advisors, LLC$1.4M3342026-06-30
Sanctuary Advisors, LLC$1.4M4012026-06-30
Kestra Advisory Services, LLC$1.4M1,4792026-06-30
Tfo Wealth Partners, LLC$1.4M362026-06-30
Vawter Financial, Ltd.$1.3M42026-06-30
Fortress Wealth Management, Inc.$1.3M02025-09-30
Wealthspire Advisors, LLC$1.3M2372026-06-30
Newedge Advisors$1.3M6012026-06-30
Vantage Point Financial LLC$1.3M162026-06-30
Sterling Financial Planning, Inc.$1.3M82026-06-30
Arkadios Wealth Advisors$1.3M2262026-06-30
Corient Private Wealth LP$1.3M6742026-06-30
Sowell Financial Services LLC$1.3M1082026-06-30
Ballast Financial Advisors, LLC$1.3M62026-06-30
Porter White Investment Advisors, Inc.$1.2M52026-06-30
Red Lighthouse Investment Management, LLC$1.2M12026-06-30
Dinuzzo Private Wealth, Inc.$1.2M82026-06-30
Ariadne Wealth Management, LP$1.2M72026-06-30
Aznar Financial Advisors, LLC$1.1M02025-12-31
Arcadia Wealth Management, LLC$1.1M112026-06-30
Sei Investments Co$1.1M02026-06-30
Heritage Wealth Management, Inc. /ca$1.1M62026-06-30
Tower Research Capital LLC (trc)$1.1M02026-06-30
Austin Wealth Management, LLC$1.1M102026-06-30
Susquehanna International Group, LLP$1M02026-06-30
Mission Wealth Management, LP$1M1382026-06-30
Guardian Wealth Management, LLC$1M02026-06-30
Stokes Family Office LLC$992.9K122026-06-30
Forum Private Client Group LLC$991.7K72026-06-30
Marrick Wealth$980.3K22026-06-30
Strategic Investment Solutions, Inc. /il$916.7K102026-06-30
Advisory Alpha, LLC$883.6K662026-06-30
Stolz & Associates, Ps$882.6K32026-06-30
Aegis Wealth Management LLC$831.3K02026-06-30
Lakeridge Wealth Management LLC$813.1K122026-06-30
Approach Retirement Advisors, LLC$807.5K22026-06-30
Frankly Finances, LLC$800.3K12026-06-30
Atlantic Union Bankshares Corp$755.7K02026-06-30
Cardiff Park Advisors, LLC$740.8K12026-06-30
The Caprock Group, LLC$732.2K512026-06-30
Greenspring Advisors, LLC$725.9K442026-06-30
Parkwoods Wealth Partners, LLC$718.5K312026-06-30
Quantinno Capital Management LP$708.2K02026-06-30
Entrewealth, LLC$694.1K172026-06-30
Monograph Wealth Advisors, LLC$666K102026-06-30
Springvest Wealth Management LLC$664K42026-06-30
Tortoise Investment Management, LLC$629.1K152026-06-30
American Investment Services, Inc.$626.3K62026-06-30
Tagstone Capital, Inc.$615.6K12026-06-30
Dbk Financial Counsel, LLC$614.7K32026-06-30
Raffa Wealth Management, LLC$582.9K62026-06-30
Xy Planning Network, Inc.$569.5K02026-06-30
Mariner, LLC$554.8K02026-06-30
Great Valley Advisor Group, LLC$553.6K2052026-06-30
Austin Asset$549.4K152026-06-30
Arax Advisory Partners$546.8K2322026-06-30
Broadhurst Jeffrey B$544.1K02026-06-30
Prime Capital Financial$522.6K2652026-06-30
Cerity Partners LLC$504K7772026-06-30
Yoder Wealth Management, Inc.$501.9K22026-06-30
Arnold and Mote Wealth Management$482.1K42026-06-30
Flagstone Financial Management$471K102026-06-30
Capstone Wealth Management, Inc.$467.1K62026-06-30
U.S. Capital Wealth Advisors, LLC$462.7K02026-03-31
Factor Investing Group$458.6K42026-06-30
Clg LLC$448.3K232026-06-30
Elevate Wealth Advisory, Inc$441.3K122026-06-30
Legacy Capital Wealth Partners, LLC$440.7K172026-06-30
Wealth Management$439.9K462026-06-30
Choreo, LLC$432.8K1482026-06-30
Global Trust Wealth Management LLC$427.8K32026-06-30
Worthpointe, LLC$426.5K72026-06-30
Washington Trust Advisors$419.5K142026-06-30
Donalies Financial Planning, LLC$414.2K42026-06-30
Five Oceans Advisors$407.8K32026-06-30
Northwest Wealth Management, LLC$399.3K212026-06-30
Diversified Portfolios, Inc.$365.5K102026-06-30
Hutchinson Capital Management/ca$365.4K02026-06-30
Dupree Financial Group, LLC$359.3K72026-06-30
Aqr Capital Management LLC$359K12026-06-30
Sanchez Levi Garrett$358.3K52026-06-30
Wealthspan Partners, LLC$345.2K52026-06-30
Cypress Point Wealth Management, LLC$342.7K42026-06-30
International Private Wealth Advisors LLC$341.3K32026-06-30
Fonville Wealth Management LLC$333.9K122026-06-30
Keybank National Association/oh$317.3K02026-06-30
Allodium Investment Consultants, LLC$314.1K52026-06-30
Wealth Advisors Northwest LLC$310.4K72026-06-30
Merit Financial Group, LLC$308.1K2952026-06-30
Opus Financial Solutions LLC$304.8K22026-06-30
Northrock Partners, LLC$303.2K912026-06-30
Mitchell McLeod Pugh & Williams Inc$297.6K102026-06-30
Brookstone Capital Management$296.6K3372026-06-30
Enrich Financial Partners LLC$296.2K42026-06-30
The Nalls Sherbakoff Group, LLC$294.9K32026-06-30
Wealthcare Advisory Partners LLC$294.4K1702026-06-30
Freedom Day Solutions, LLC$290.6K52026-06-30
Bayshore Asset Management, LLC$284.6K32026-06-30
Medallion Wealth Advisors, LLC$283.2K62026-06-30
Ballast Rock Private Wealth LLC$282.8K102026-06-30
D.A. Davidson & Co.$282.7K6892026-06-30
V2 Financial Group LLC$274.6K42026-06-30
Noble Wealth Partners$274.4K32026-06-30
Physician Wealth Advisors, Inc.$274.1K92026-06-30
Dodds Wealth, LLC$269.8K72026-06-30
Heritage Wealth Management, Inc./texas$267.4K62026-06-30
Arista Wealth Management, LLC$261.3K112026-06-30
Sc&h Financial Advisors, Inc.$253.7K192026-06-30
Tci Wealth Advisors, Inc.$252.5K462026-06-30
Jpmorgan Chase & Co$251.4K02026-06-30
Chevy Chase Trust Holdings, LLC$235K02026-06-30
Wescott Financial Advisory Group, LLC$234.1K232026-06-30
Verisail Partners, LLC$234.1K52026-06-30
Foster Group, Inc.$230.4K582026-06-30
Jdh Wealth Management, LLC$229.9K12026-06-30
Cresset Asset Management, LLC$226K2122026-06-30
Partners In Financial Planning$223.8K72026-06-30
Two Sigma Securities, LLC$221.9K02026-06-30
Claris Advisors, LLC / Mo$213K42026-06-30
Stifel Financial Corp$205.5K02026-06-30
Rs Crum Inc.$205.3K62026-06-30
Qube Research & Technologies Ltd$199.3K02026-06-30

The 250 largest of 315 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30