DIMENSIONAL US REAL EST ETF (DFAR) Institutional Shareholders
DIMENSIONAL US REAL EST ETF (DFAR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.24B in DFAR holdings during the latest filing period.
Focus Partners Wealth is currently the largest disclosed institutional shareholder of DFAR tracked by InsiderSet, reporting ownership valued at approximately $89.09M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $95.79M, representing an estimated gain of +7.52% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 40% of the total disclosed DFAR value among the investors covered in this analysis. Major shareholders include Focus Partners Wealth, Hightower Advisors, Llc, Root Financial Partners, Llc, and several other long-term asset managers with concentrated positions in DIMENSIONAL US REAL EST ETF (DFAR).
This page ranks the largest institutional DFAR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
285
Total Reported Value
$1.24B
Largest Holder
Focus Partners Wealth
Largest Position
$89.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
32
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | 0.10% | 3,575,590 | $89,087,782 | $95,790,056 | +$6,702,274 | +7.52% | |
| Hightower Advisors, Llc | 0.07% | 2,694,868 | $63,733,603 | $72,195,514 | +$8,461,911 | +13.28% | |
| Root Financial Partners, Llc | 2.36% | 2,326,002 | $60,848,204 | $62,313,594 | +$1,465,390 | +2.41% | |
| Elwood & Goetz Wealth Advisory Group, Llc | 10.15% | 2,529,398 | $59,820,256 | $67,762,572 | +$7,942,316 | +13.28% | |
| Prudential Financial Inc | 0.06% | 2,200,725 | $52,047,146 | $58,957,423 | +$6,910,277 | +13.28% | |
| Vise Technologies, Inc. | 0.76% | 1,696,565 | $38,853,385 | $45,450,976 | +$6,597,591 | +16.98% | |
| Ram Investment Partners, Llc | 6.10% | 1,456,821 | $38,110,429 | $39,028,235 | +$917,806 | +2.41% | |
| Moisand Fitzgerald Tamayo, Llc | 3.72% | 1,455,484 | $38,075,466 | $38,992,416 | +$916,950 | +2.41% | |
| Two Sigma Investments, Lp | 0.03% | 1,326,000 | $31,359,900 | $35,523,540 | +$4,163,640 | +13.28% | |
| Great Oak Capital Partners, Llc | 6.20% | 1,081,514 | $28,692,573 | $28,973,760 | +$281,187 | +0.98% | |
| Rather & Kittrell, Inc. | 3.67% | 1,004,907 | $23,766,042 | $26,921,459 | +$3,155,417 | +13.28% | |
| Beacon Pointe Advisors, Llc | 0.12% | 928,339 | $21,955,207 | $24,870,202 | +$2,914,995 | +13.28% | |
| Sequoia Financial Advisors | 0.10% | 757,577 | $19,818,202 | $20,295,488 | +$477,286 | +2.41% | |
| Burton Enright Welch | 2.31% | 750,411 | $19,630,761 | $20,103,511 | +$472,750 | +2.41% | |
| Wealth Dimensions Group, Ltd. | 3.36% | 717,843 | $18,778,764 | $19,231,014 | +$452,250 | +2.41% | |
| Phillips Financial Management, Llc | 1.26% | 657,049 | $17,188,408 | $17,602,343 | +$413,935 | +2.41% | |
| Savant Capital, Llc | 0.08% | 712,926 | $16,860,709 | $19,099,288 | +$2,238,579 | +13.28% | |
| United Wealth Management, Llc | 3.53% | 600,451 | $15,707,811 | $16,086,082 | +$378,271 | +2.41% | |
| North Berkeley Wealth Management, Llc | 6.27% | 592,931 | $15,511,068 | $15,884,621 | +$373,553 | +2.41% | |
| Fidato Wealth Llc | 8.31% | 543,699 | $14,223,174 | $14,565,696 | +$342,522 | +2.41% | |
| Lri Investments, Llc | 1.09% | 518,972 | $13,576,303 | $13,903,260 | +$326,957 | +2.41% | |
| Core Wealth Management, Inc. | 3.71% | 504,582 | $13,199,858 | $13,517,752 | +$317,894 | +2.41% | |
| Concurrent Investment Advisors, Llc | 0.11% | 469,889 | $12,292,309 | $12,588,326 | +$296,017 | +2.41% | |
| Exencial Wealth Advisors, Llc | 0.38% | 514,719 | $12,173,105 | $13,789,322 | +$1,616,217 | +13.28% | |
| Pathstone Holdings, Llc | 0.05% | 509,846 | $12,057,860 | $13,658,774 | +$1,600,914 | +13.28% | |
| Onyx Financial Advisors, Llc | 4.16% | 441,767 | $11,556,614 | $11,834,938 | +$278,324 | +2.41% | |
| Aspen Wealth Management Llc | 1.95% | 438,451 | $11,469,891 | $11,746,102 | +$276,211 | +2.41% | |
| Jackson Thornton Wealth Management, Llc | 1.02% | 455,801 | $11,344,892 | $12,210,909 | +$866,017 | +7.63% | |
| Raymond James Financial Inc | 0.00% | 458,322 | $10,839,315 | $12,278,446 | +$1,439,131 | +13.28% | |
| Forum Financial Management, Lp | 0.13% | 395,886 | $10,356,366 | $10,605,786 | +$249,420 | +2.41% | |
| Apella Capital, Llc | 0.15% | 386,053 | $10,290,245 | $10,342,360 | +$52,115 | +0.51% | |
| Pinney & Scofield, Inc. | 5.50% | 431,323 | $10,200,793 | $11,555,143 | +$1,354,350 | +13.28% | |
| Focus Partners Advisor Solutions, Llc | 0.10% | 428,799 | $10,141,104 | $11,487,525 | +$1,346,421 | +13.28% | |
| Satovsky Asset Management Llc | 1.79% | 428,038 | $10,123,102 | $11,467,138 | +$1,344,036 | +13.28% | |
| Pillar Financial Advisors, Llc | 4.96% | 362,169 | $9,474,340 | $9,702,508 | +$228,168 | +2.41% | |
| Lpl Financial Llc | 0.00% | 382,140 | $9,037,604 | $10,237,531 | +$1,199,927 | +13.28% | |
| Straight Path Wealth Management | 2.02% | 329,831 | $8,628,372 | $8,836,172 | +$207,800 | +2.41% | |
| Atria Investments, Inc | 0.08% | 318,109 | $8,321,736 | $8,522,140 | +$200,404 | +2.41% | |
| Dynamic Advisor Solutions Llc | 0.23% | 308,340 | $8,066,182 | $8,260,429 | +$194,247 | +2.41% | |
| Crestmont Private Wealth Llc | 2.53% | 339,149 | $8,020,877 | $9,085,802 | +$1,064,925 | +13.28% | |
| Awm Capital, Llc | 0.61% | 291,455 | $7,624,470 | $7,808,079 | +$183,609 | +2.41% | |
| Vannoy Advisory Group, Inc. | 4.18% | 282,604 | $7,392,928 | $7,570,961 | +$178,033 | +2.41% | |
| Financial Harvest, Llc | 4.10% | 294,265 | $6,959,367 | $7,883,359 | +$923,992 | +13.28% | |
| Beaird Harris Wealth Management, Llc | 0.42% | 258,386 | $6,759,372 | $6,922,161 | +$162,789 | +2.41% | |
| Pinnacle Financial Group, Llc / Il | 1.64% | 257,634 | $6,739,717 | $6,902,015 | +$162,298 | +2.41% | |
| Curio Wealth, Llc | 2.30% | 284,799 | $6,735,493 | $7,629,765 | +$894,272 | +13.28% | |
| Private Advisor Group, Llc | 0.03% | 256,111 | $6,699,871 | $6,861,214 | +$161,343 | +2.41% | |
| Oceanside Advisors Llc | 3.26% | 247,176 | $6,466,117 | $6,621,845 | +$155,728 | +2.41% | |
| Chicago Partners Investment Group Llc | 0.13% | 239,698 | $6,431,092 | $6,421,509 | -$9,583 | -0.15% | |
| Integrity Wealth Solutions Llc | 2.24% | 231,797 | $6,063,809 | $6,209,842 | +$146,033 | +2.41% |
Frequently asked questions about DFAR
Who owns the most DFAR stock?
The largest holders of DFAR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DIMENSIONAL US REAL EST ETF (DFAR).
Is DFAR widely held by superinvestors?
Many widely followed stocks like DFAR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DFAR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.