ETF Holders

Who owns DFAR?

Sector

Dimensional US Real Estate ETF · Dimensional

301 institutions reported holding DFAR, worth $1.4B, in Form 13F filings for June 30, 2026.

13F holders
301
Institutional value
$1.4B
Change from prior quarter
+15.1%
+$176.9M, with price moves
New and sold-out firms
32 / 14
144 added, 78 trimmed

Top 10 institutional holders of DFAR

FirmLocationValueSharesChange
Focus Partners WealthSt Louis, MO$88.1M3,366,656−208,934 shares
HighTower Advisors, LLCChicago, IL$71.2M2,723,415+28,547 shares
Root Financial Partners, LLCEncinitas, CA$60.8M2,326,002+208,525 shares
Vise Technologies, Inc.New York, NY$57.3M2,191,582+495,017 shares
Prudential Financial Inc.Newark, NJ$52.6M2,011,875−188,850 shares
Elwood & Goetz Wealth Advisory Group, LLCAthens, GA$47.0M1,795,268−734,130 shares
RAM Investment Partners, LLCBellevue, WA$38.1M1,456,821+29,040 shares
Moisand Fitzgerald Tamayo, LLCOrlando, FL$38.1M1,455,484+10,888 shares
Savant Capital, LLCRockford, IL$31.5M1,194,369+481,443 shares
Great Oak Capital Partners, LLCSouth Easton, MA$28.7M1,081,514+25,839 shares
291 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns DFAR?

301 institutional managers reported holding DFAR in Form 13F filings for June 30, 2026, worth $1.4B in total. The largest reported position was held by Focus Partners Wealth, at $88.1M.

Did institutions buy or sell DFAR last quarter?

Reported 13F value rose 15.1% from March 31, 2026, which includes price moves as well as buying and selling. 32 firms reported a new position and 14 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is DFAR ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.