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Dimensional Real Estate Secu (DFAR)

CUSIP: 25239Y147 | NYSE | 118 institutional holders

Quarters

Q3 2026
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Institutional Holders — Q3 2026

Root Financial Partners, LLC2,595,402
2.1% of portfolio›$62.7M
Vise Technologies, Inc.2,534,292
0.5% of portfolio›$61.2M
Elwood & Goetz Wealth Advisory Group, LLC1,844,008
6.1% of portfolio›$44.6M
RAM Investment Partners, LLC1,472,359
5.6% of portfolio›$35.6M
Burton Enright Welch786,615
2.0% of portfolio›$19.0M
Wealth Dimensions Group, Ltd.756,648
3.1% of portfolio›$18.3M
North Berkeley Wealth Management, LLC731,031
6.9% of portfolio›$17.7M
United Wealth Management, LLC603,528
3.9% of portfolio›$14.6M
Fidato Wealth LLC561,392
7.4% of portfolio›$13.6M
Core Wealth Management, Inc.508,374
3.7% of portfolio›$12.3M
Onyx Financial Advisors, LLC450,449
3.9% of portfolio›$10.9M
Aspen Wealth Management LLC430,599
1.7% of portfolio›$10.4M
Willow Creek Wealth Management Inc.417,787
0.7% of portfolio›$10.1M
Timonier Family Office, Ltd.413,713
3.5% of portfolio›$10.0M
Forum Financial Management, LP392,214
0.1% of portfolio›$9.5M
Apella Capital, LLC385,229
0.1% of portfolio›$9.2M
AWM Capital, LLC366,669
0.6% of portfolio›$8.9M
Straight Path Wealth Management349,304
1.9% of portfolio›$8.4M
Atria Investments, Inc340,160
0.1% of portfolio›$8.2M
Vannoy Advisory Group, Inc.282,956
3.9% of portfolio›$6.8M
Oceanside Advisors LLC257,336
3.8% of portfolio›$6.2M
Pinnacle Financial Group, LLC / IL252,273
1.5% of portfolio›$6.1M
Chicago Partners Investment Group LLC250,222
0.1% of portfolio›$6.3M
Legacy Financial Group, Inc.228,823
1.2% of portfolio›$5.5M
Citrine Capital LLC228,446
1.9% of portfolio›$5.5M
Gradient Capital Advisors, LLC223,034
1.2% of portfolio›$5.4M
DecisionPoint Financial, LLC197,427
0.8% of portfolio›$4.7M
Rachor Investment Advisory Services, LLC190,583
2.2% of portfolio›$4.6M
Modera Wealth Management, LLC186,497
0.0% of portfolio›$4.5M
Burk Holdings LLC183,440
1.5% of portfolio›$4.4M
Summit Wealth Group LLC / Co181,114
0.3% of portfolio›$4.4M
Diversify Advisory Services, LLC177,310
0.1% of portfolio›$4.4M
Diversify Wealth Management, LLC177,310
0.1% of portfolio›$4.4M
Bannerman Wealth Management Group, LLC174,331
2.4% of portfolio›$4.2M
Cambridge Investment Research Advisors, Inc.172,628
0.0% of portfolio›$4.2M
Maryland Capital Advisors Inc.159,249
1.2% of portfolio›$3.8M
Rockwood Wealth Management, LLC152,836
0.2% of portfolio›$3.7M
M Holdings Securities, Inc.146,431
0.0% of portfolio›$3.8K
Creative Planning142,546
0.0% of portfolio›$3.4M
Squire Investment Management Company, LLC138,624
0.8% of portfolio›$3.3M
Glass Jacobson Investment Advisors llc130,948
1.0% of portfolio›$3.2M
PFG Advisors129,409
0.2% of portfolio›$3.1M
DWR Wealth Management, LLC126,401
2.1% of portfolio›$3.1M
GEN Financial Management, Inc.123,012
1.6% of portfolio›$3.0M
Greenwood Capital Associates LLC111,050
0.3% of portfolio›$2.7M
Wealth Enhancement Advisory Services, LLC107,468
0.0% of portfolio›$2.6M
Indivisible Partners104,508
0.1% of portfolio›$2.5M
SAX Wealth Advisors, LLC99,612
0.1% of portfolio›$2.4M
Ferguson Johnson Wealth Management Inc97,397
1.7% of portfolio›$2.4M
Seven Hills Financial, LLC91,532
1.3% of portfolio›$2.2M
Commonwealth Equity Services, LLC90,174
0.0% of portfolio›$2.2M
Cedar Point Capital Partners, LLC82,380
1.1% of portfolio›$2.0M
RCS Financial Planning, LLC80,667
1.1% of portfolio›$1.9M
Redwood Park Advisors LLC75,380
1.2% of portfolio›$1.8M
First Financial Group Corp69,550
1.3% of portfolio›$1.7M
Weinberger Asset Management, Inc67,697
0.5% of portfolio›$1.6M
CGN Advisors LLC63,412
0.1% of portfolio›$1.5M
Kestra Advisory Services, LLC60,480
0.0% of portfolio›$1.5M
Aprio Wealth Management, LLC58,882
0.1% of portfolio›$1.4M
Apollon Wealth Management, LLC57,895
0.0% of portfolio›$1.4M
Signature Estate & Investment Advisors LLC57,769
0.0% of portfolio›$1.4M
Factor Wealth Management LTD53,030
0.2% of portfolio›$1.3M
Forvis Mazars Wealth Advisors, LLC52,507
0.0% of portfolio›$1.3M
Sowell Financial Services LLC51,058
0.0% of portfolio›$1.2M
Sterling Financial Planning, Inc.49,443
0.3% of portfolio›$1.2M
Ballast Financial Advisors LLC46,698
1.1% of portfolio›$1.1M
DiNuzzo Private Wealth, Inc.46,244
0.1% of portfolio›$1.1M
Heritage Wealth Management, Inc.41,556
0.3% of portfolio›$1.0M
marrick wealth, LLC37,767
0.6% of portfolio›$912.5K
Mission Wealth Management, LP35,315
0.0% of portfolio›$853.2K
Guardian Wealth Management, LLC34,268
0.2% of portfolio›$827.9K
Approach Retirement Advisors, LLC31,022
0.6% of portfolio›$749.5K
Greenspring Advisors, LLC26,891
0.0% of portfolio›$649.7K
Entrewealth, LLC26,431
0.2% of portfolio›$638.6K
SpringVest Wealth Management LLC25,453
0.4% of portfolio›$614.9K
DBK Financial Counsel, LLC23,497
0.5% of portfolio›$567.7K
Prime Capital Investment Advisors, LLC22,936
0.0% of portfolio›$554.1K
Austin Asset Management Co Inc21,000
0.1% of portfolio›$507.4K
Yoder Wealth Management, Inc.19,120
0.2% of portfolio›$461.9K
Arnold Financial Planning LLC18,432
0.3% of portfolio›$445.3K
Wealth Management Nebraska18,361
0.0% of portfolio›$443.6K
Flagstone Financial Management18,004
0.1% of portfolio›$435.0K
Choreo, LLC16,749
0.0% of portfolio›$404.7K
Elevate Wealth Advisory, Inc16,712
0.2% of portfolio›$403.8K
Washington Trust Advisors, Inc.16,100
0.0% of portfolio›$389.0K
Northwest Wealth Management, LLC15,228
0.0% of portfolio›$367.9K
McMill Wealth Management13,669
0.1% of portfolio›$330.2K
Cypress Point Wealth Management, LLC13,100
0.0% of portfolio›$316.5K
Keybank National Association12,128
0.0% of portfolio›$293.0K
Brookstone Capital Management11,360
0.0% of portfolio›$274.5K
EnRich Financial Partners LLC11,324
0.1% of portfolio›$273.6K
Wealth Advisors Northwest LLC11,304
0.1% of portfolio›$273.1K
Fonville Wealth Management LLC11,052
0.0% of portfolio›$267.0K
Bayshore Asset Management, LLC10,881
0.1% of portfolio›$268.3K
Ballast Rock Private Wealth LLC10,819
0.1% of portfolio›$261.4K
XY Planning Network, Inc.10,819
0.0% of portfolio›$261.4K
Wealthcare Advisory Partners LLC10,736
0.0% of portfolio›$259.4K
Physician Wealth Advisors, Inc.10,537
0.0% of portfolio›$254.6K
Dodds Wealth, LLC10,041
0.1% of portfolio›$242.6K
Kane Co Wealth Management, Inc.9,008
0.2% of portfolio›$217.6K
Verisail Partners, LLC8,948
0.1% of portfolio›$216.2K
Arista Wealth Management, LLC8,854
0.0% of portfolio›$213.9K
Maseco LLP5,616
0.0% of portfolio›$135.8K
William Mack & Associates, Inc.5,461
0.0% of portfolio›$131.9K
Aspect Partners, LLC4,925
0.0% of portfolio›$119.0K
Blume Capital Management, Inc.4,286
0.0% of portfolio›$103.6K
Cherry Tree Wealth Management, LLC3,231
0.0% of portfolio›$78.1K
Ashton Thomas Private Wealth, LLC3,024
0.0% of portfolio›$73.1K
IFP Advisors, Inc1,404
0.0% of portfolio›$33.9K
Elevation Wealth Partners, LLC1,237
0.0% of portfolio›$29.9K
EverSource Wealth Advisors, LLC978
0.0% of portfolio›$23.6K
Assetmark, Inc763
0.0% of portfolio›$18.4K
Arlington Trust Co LLC728
0.0% of portfolio›$17.6K
Montgomery Financial Services LLC634
0.0% of portfolio›$15.3K
Mather Group, Llc.521
0.0% of portfolio›$12.6K
1620 Investment Advisors, Inc.470
0.0% of portfolio›$11.4K
Asset Dedication, LLC433
0.0% of portfolio›$10.5K
Signature Resources Capital Management, LLC406
0.0% of portfolio›$9.8K
Tounjian Advisory Partners, LLC279
0.0% of portfolio›$6.7K
JFS Wealth Advisors, LLC52
0.0% of portfolio›$1.3K
Sunrise Financial Services, LLC30
0.0% of portfolio›$725
Quest 10 Wealth Builders, Inc.4
0.0% of portfolio›$97
Signaturefd, LLC0
0.0% of portfolio›$3
StyleTurnoverLocationFiled
Root Financial Partners, LLC
2,595,402$62.7M2.1%ETFMediumEncinitas, CA2026-10-21
Vise Technologies, Inc.
2,534,292$61.2M0.5%IndexLowNew York, NY2026-10-29
Elwood & Goetz Wealth Advisory Group, LLC
1,844,008$44.6M6.1%ETFLowAthens, GA2026-10-28
RAM Investment Partners, LLC
1,472,359$35.6M5.6%ETFLowBellevue, WA2026-10-21
Burton Enright Welch
786,615$19.0M2.0%ETFVery LowWalnut Creek, CA2026-11-04
Wealth Dimensions Group, Ltd.
756,648$18.3M3.1%ETFLowCincinnati, OH2026-11-02
North Berkeley Wealth Management, LLC
731,031$17.7M6.9%ETFMediumBerkeley, CA2026-11-02
United Wealth Management, LLC
603,528$14.6M3.9%ETFVery LowCharlottesville, VA2026-10-30
Fidato Wealth LLC
561,392$13.6M7.4%ETFLowMiddleburg Heights, OH2026-10-13
Core Wealth Management, Inc.
508,374$12.3M3.7%ETFVery LowJupiter, FL2026-10-22
Onyx Financial Advisors, LLC
450,449$10.9M3.9%ETFVery LowIdaho Falls, ID2026-10-21
Aspen Wealth Management LLC
430,599$10.4M1.7%ETFLowFort Worth, TX2026-10-14
Willow Creek Wealth Management Inc.
417,787$10.1M0.7%ETFVery LowSebastopol, CA2026-10-26
Timonier Family Office, Ltd.
413,713$10.0M3.5%ETFVery LowWinston Salem, NC2026-11-03
Forum Financial Management, LP
392,214$9.5M0.1%ETFLowLombard, IL2026-10-16
Apella Capital, LLC
385,229$9.2M0.1%ETFVery LowWest Hartford, CT2026-10-08
AWM Capital, LLC
366,669$8.9M0.6%ETFLowPhoenix, AZ2026-10-16
Straight Path Wealth Management
349,304$8.4M1.9%ETFLowJenison, MI2026-10-23
Atria Investments, Inc
340,160$8.2M0.1%CoreMediumCharlotte, NC2026-10-15
Vannoy Advisory Group, Inc.
282,956$6.8M3.9%ETFVery LowAustin, TX2026-10-13
Oceanside Advisors LLC
257,336$6.2M3.8%ETFVery LowMount Pleasant, SC2026-11-03
Pinnacle Financial Group, LLC / IL
252,273$6.1M1.5%ETFVery LowWestern Springs, IL2026-10-29
Chicago Partners Investment Group LLC
250,222$6.3M0.1%GARPLowChicago, IL2026-10-27
Legacy Financial Group, Inc.
228,823$5.5M1.2%ETFLowTulsa, OK2026-10-21
Citrine Capital LLC
228,446$5.5M1.9%ETFVery LowSan Francisco, CA2026-10-14
Gradient Capital Advisors, LLC
223,034$5.4M1.2%ETFLowSan Diego, CA2026-10-21
DecisionPoint Financial, LLC
197,427$4.7M0.8%ETFVery LowMesa, AZ2026-10-27
Rachor Investment Advisory Services, LLC
190,583$4.6M2.2%ETFVery LowLinden, MI2026-10-29
Modera Wealth Management, LLC
186,497$4.5M0.0%ETFVery LowWestwood, NJ2026-10-28
Burk Holdings LLC
183,440$4.4M1.5%ETFVery LowTulsa, OK2026-11-05
Summit Wealth Group LLC / Co
181,114$4.4M0.3%ETFHighColorado Springs, CO2026-10-29
Diversify Advisory Services, LLC
177,310$4.4M0.1%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
177,310$4.4M0.1%GrowthMediumSandy, UT2026-10-20
Bannerman Wealth Management Group, LLC
174,331$4.2M2.4%ETFVery LowLewisville, TX2026-10-09
Cambridge Investment Research Advisors, Inc.
172,628$4.2M0.0%ETFLowFairfield, IA2026-11-02
Maryland Capital Advisors Inc.
159,249$3.8M1.2%ETFVery LowChester, MD2026-10-15
Rockwood Wealth Management, LLC
152,836$3.7M0.2%ETFVery LowNew Hope, PA2026-10-27
M Holdings Securities, Inc.
146,431$3.8K0.0%ETFHighPortland, OR2026-11-03
Creative Planning
142,546$3.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Squire Investment Management Company, LLC
138,624$3.3M0.8%ETFVery LowOrem, UT2026-11-03
Glass Jacobson Investment Advisors llc
130,948$3.2M1.0%ETFLowOwings Mills, MD2026-10-26
PFG Advisors
129,409$3.1M0.2%ETFMediumPhoenix, AZ2026-10-16
DWR Wealth Management, LLC
126,401$3.1M2.1%ETFLowSan Jose, CA2026-10-13
GEN Financial Management, Inc.
123,012$3.0M1.6%ETFLowPlymouth, MN2026-10-13
Greenwood Capital Associates LLC
111,050$2.7M0.3%CoreMediumGreenwood, SC2026-10-27
Wealth Enhancement Advisory Services, LLC
107,468$2.6M0.0%CoreLowPlymouth, MN2026-10-13
Indivisible Partners
104,508$2.5M0.1%GrowthMediumClearwater, FL2026-10-26
SAX Wealth Advisors, LLC
99,612$2.4M0.1%ETFVery LowParsippany, NJ2026-10-13
Ferguson Johnson Wealth Management Inc
97,397$2.4M1.7%ETFVery LowRockville, MD2026-11-05
Seven Hills Financial, LLC
91,532$2.2M1.3%ETFN/ATallahassee, FL2026-10-13
Commonwealth Equity Services, LLC
90,174$2.2M0.0%ETFLowWaltham, MA2026-11-02
Cedar Point Capital Partners, LLC
82,380$2.0M1.1%ETFMediumCedar Rapids, IA2026-10-29
RCS Financial Planning, LLC
80,667$1.9M1.1%ETFMediumAnnapolis, MD2026-10-14
Redwood Park Advisors LLC
75,380$1.8M1.2%ETFVery LowRedwood City, CA2026-11-02
First Financial Group Corp
69,550$1.7M1.3%ETFLowRaleigh, NC2026-10-22
Weinberger Asset Management, Inc
67,697$1.6M0.5%ETFVery LowLos Angeles, CA2026-10-28
CGN Advisors LLC
63,412$1.5M0.1%ETFLowManhattan, KS2026-10-21
Kestra Advisory Services, LLC
60,480$1.5M0.0%CoreLowAustin, TX2026-11-02
Aprio Wealth Management, LLC
58,882$1.4M0.1%ETFMediumAtlanta, GA2026-10-28
Apollon Wealth Management, LLC
57,895$1.4M0.0%GrowthLowMount Pleasant, SC2026-10-23
Signature Estate & Investment Advisors LLC
57,769$1.4M0.0%ETFMediumLos Angeles, CA2026-10-13
Factor Wealth Management LTD
53,030$1.3M0.2%ETFLowChicago, IL2026-10-08
Forvis Mazars Wealth Advisors, LLC
52,507$1.3M0.0%ETFVery LowSpringfield, MO2026-10-13
Sowell Financial Services LLC
51,058$1.2M0.0%CoreLowNorth Little Rock, AR2026-10-23
Sterling Financial Planning, Inc.
49,443$1.2M0.3%ETFVery LowSparta, NJ2026-10-28
Ballast Financial Advisors LLC
46,698$1.1M1.1%ETFVery LowWest Chester, PA2026-10-26
DiNuzzo Private Wealth, Inc.
46,244$1.1M0.1%ETFLowBeaver, PA2026-10-16
Heritage Wealth Management, Inc.
41,556$1.0M0.3%ETFLowSan Diego, CA2026-10-27
marrick wealth, LLC
37,767$912.5K0.6%ETFVery LowIrvine, CA2026-10-20
Mission Wealth Management, LP
35,315$853.2K0.0%ETFLowSanta Barbara, CA2026-10-15
Guardian Wealth Management, LLC
34,268$827.9K0.2%ETFVery LowChattanooga, TN2026-10-14
Approach Retirement Advisors, LLC
31,022$749.5K0.6%ETFLowVestavia, AL2026-10-22
Greenspring Advisors, LLC
26,891$649.7K0.0%ETFVery LowTowson, MD2026-11-05
Entrewealth, LLC
26,431$638.6K0.2%ETFLowAustin, TX2026-10-14
SpringVest Wealth Management LLC
25,453$614.9K0.4%ETFLowDallas, TX2026-10-27
DBK Financial Counsel, LLC
23,497$567.7K0.5%ETFVery LowCuyahoga Falls, OH2026-10-13
Prime Capital Investment Advisors, LLC
22,936$554.1K0.0%ETFLowOverland Park, KS2026-10-20
Austin Asset Management Co Inc
21,000$507.4K0.1%ETFVery LowAustin, TX2026-10-29
Yoder Wealth Management, Inc.
19,120$461.9K0.2%ETFLowWalnut Creek, CA2026-10-13
Arnold Financial Planning LLC
18,432$445.3K0.3%ETFVery LowHiawatha, IA2026-10-20
Wealth Management Nebraska
18,361$443.6K0.0%ETFLowNorfolk, NE2026-10-26
Flagstone Financial Management
18,004$435.0K0.1%ETFVery LowLincoln, NE2026-11-05
Choreo, LLC
16,749$404.7K0.0%IndexLowRockford, IL2026-10-28
Elevate Wealth Advisory, Inc
16,712$403.8K0.2%ETFVery LowAthens, GA2026-10-29
Washington Trust Advisors, Inc.
16,100$389.0K0.0%GrowthLowWellesley, MA2026-10-22
Northwest Wealth Management, LLC
15,228$367.9K0.0%ETFLowSpencer, IA2026-10-30
McMill Wealth Management
13,669$330.2K0.1%Deep ValueHighNorfolk, NE2026-11-05
Cypress Point Wealth Management, LLC
13,100$316.5K0.0%ETFLowDallas, TX2026-11-03
Keybank National Association
12,128$293.0K0.0%CoreLowBrooklyn, OH2026-11-04
Brookstone Capital Management
11,360$274.5K0.0%ETFMediumWheaton, IL2026-10-22
EnRich Financial Partners LLC
11,324$273.6K0.1%ETFVery LowMadison, WI2026-10-21
Wealth Advisors Northwest LLC
11,304$273.1K0.1%ETFLowPortland, OR2026-10-29
Fonville Wealth Management LLC
11,052$267.0K0.0%ETFVery LowRichmond, VA2026-10-28
Bayshore Asset Management, LLC
10,881$268.3K0.1%ETFVery LowCoral Gables, FL2026-11-03
Ballast Rock Private Wealth LLC
10,819$261.4K0.1%ETFMediumCharleston, SC2026-10-26
XY Planning Network, Inc.
10,819$261.4K0.0%ETFLowBozeman, MT2026-10-14
Wealthcare Advisory Partners LLC
10,736$259.4K0.0%ETFLowWest Chester, PA2026-10-21
Physician Wealth Advisors, Inc.
10,537$254.6K0.0%ETFMediumMidvale, UT2026-10-20
Dodds Wealth, LLC
10,041$242.6K0.1%ETFVery LowGreenwood Village, CO2026-11-02
Kane Co Wealth Management, Inc.
9,008$217.6K0.2%ETFVery LowJohnston, IA2026-11-04
Verisail Partners, LLC
8,948$216.2K0.1%ETFVery LowChamblee, GA2026-10-19
Arista Wealth Management, LLC
8,854$213.9K0.0%ETFMediumLas Vegas, NV2026-10-29
Maseco LLP
5,616$135.8K0.0%ETFVery LowLondon, United Kingdom2026-10-27
William Mack & Associates, Inc.
5,461$131.9K0.0%ETFLowTroy, MI2026-10-27
Aspect Partners, LLC
4,925$119.0K0.0%ETFMediumFairfax, VA2026-10-20
Blume Capital Management, Inc.
4,286$103.6K0.0%CoreMediumBerkeley, CA2026-10-26
Cherry Tree Wealth Management, LLC
3,231$78.1K0.0%ETFVery LowMinnetonka, MN2026-10-15
Ashton Thomas Private Wealth, LLC
3,024$73.1K0.0%CoreMediumScottsdale, AZ2026-11-03
IFP Advisors, Inc
1,404$33.9K0.0%GrowthLowTampa, FL2026-10-16
Elevation Wealth Partners, LLC
1,237$29.9K0.0%ETFLowWalnut Creek, CA2026-10-07
EverSource Wealth Advisors, LLC
978$23.6K0.0%CoreMediumBirmingham, AL2026-11-04
Assetmark, Inc
763$18.4K0.0%ETFLowConcord, CA2026-10-21
Arlington Trust Co LLC
728$17.6K0.0%ETFMediumBirmingham, AL2026-10-20
Montgomery Financial Services LLC
634$15.3K0.0%ETFN/AOcean City, MD2026-11-03
Mather Group, Llc.
521$12.6K0.0%ETFMediumChicago, IL2026-10-14
1620 Investment Advisors, Inc.
470$11.4K0.0%ValueLowPlymouth, MA2026-11-04
Asset Dedication, LLC
433$10.5K0.0%ETFLowSan Francisco, CA2026-11-03
Signature Resources Capital Management, LLC
406$9.8K0.0%ETFLowNewport Beach, CA2026-10-16
Tounjian Advisory Partners, LLC
279$6.7K0.0%GrowthHighFort Myers, FL2026-11-04
JFS Wealth Advisors, LLC
52$1.3K0.0%ETFVery LowHermitage, PA2026-11-03
Sunrise Financial Services, LLC
30$7250.0%ETFMediumBurien, WA2026-10-21
Quest 10 Wealth Builders, Inc.
4$970.0%ETFLowFuquay-Varina, VA2026-11-02
Signaturefd, LLC
0$30.0%IndexLowAtlanta, GA2026-10-23