Who Owns DFA US REAL ESTATE ETF (DFAR)? -- Institutional Holders (2026-06-30)

314 institutions reported holding $1.35B of DFA US REAL ESTATE ETF (DFAR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Focus Partners Wealth ($88.1M), HighTower Advisors, LLC ($71.2M), Root Financial Partners, LLC ($60.8M), Vise Technologies, Inc. ($57.3M), PRUDENTIAL FINANCIAL INC ($52.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Focus Partners Wealth	$88.1M	3.4M	Trimmed
2	HighTower Advisors, LLC	$71.2M	2.7M	Added
3	Root Financial Partners, LLC	$60.8M	2.3M	Added
4	Vise Technologies, Inc.	$57.3M	2.2M	Added
5	PRUDENTIAL FINANCIAL INC	$52.6M	2.0M	Trimmed
6	Elwood & Goetz Wealth Advisory Group, LLC	$47.0M	1.8M	Trimmed
7	RAM Investment Partners, LLC	$38.1M	1.5M	Added
8	Moisand Fitzgerald Tamayo, LLC	$38.1M	1.5M	Added
9	Savant Capital, LLC	$31.5M	1.2M	Added
10	GREAT OAK CAPITAL PARTNERS, LLC	$28.7M	1.1M	Added
11	Rather & Kittrell, Inc.	$26.4M	1.0M	Added
12	Beacon Pointe Advisors, LLC	$24.5M	936,661	Added
13	Sequoia Financial Advisors, LLC	$19.8M	757,577	Added
14	Burton Enright Welch	$19.6M	750,411	Added
15	Wealth Dimensions Group, Ltd.	$18.8M	717,843	Added
16	PHILLIPS FINANCIAL MANAGEMENT, LLC	$17.2M	657,049	Trimmed
17	United Wealth Management, LLC	$15.7M	600,451	Added
18	North Berkeley Wealth Management, LLC	$15.5M	592,931	Added
19	Fidato Wealth LLC	$14.2M	543,699	Added
20	LRI Investments, LLC	$13.6M	518,972	Added
21	Core Wealth Management, Inc.	$13.2M	504,582	Added
22	JACKSON THORNTON WEALTH MANAGEMENT, LLC	$13.1M	502,097	Added
23	Pathstone Holdings, LLC	$12.3M	470,402	Trimmed
24	Concurrent Investment Advisors, LLC	$12.3M	469,889	Added
25	Focus Partners Advisor Solutions, LLC	$11.8M	451,563	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30