13F Insight
DOSSIER · 13F Holders · Q4 2025CyclicalNet sold
DFAR

Dimensional US Real Estate Tru

310 institutions still hold Dimensional US Real Estate Tru as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25434v823·310 13F holders·last filed Dec 31, 2025
Market cap
—
▼ 7.3%
vs prior quarter
13F value held
$707M
77.0% inst. owned
of float
Holders
310
-82 QoQ
filers reporting
Activity
+69 / −6
+825 added · −744 reduced
this quarter
Concentration
12.32%
Focus Partners Wealth #1
top holder share
AI Holders Summary · Q4 2025

310 institutions reported DFAR in Q4 2025. Focus Partners Wealth leads at 12.3% of the visible book. -82 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Focus Partners Wealth
CIK 0001542153
$87M3.8M0.10%Q4 202502
Adero Partners, LLC
CIK 0001800593
$74M3.1M4.87%Q1 202503
HighTower Advisors, LLC
CIK 0001462245
$64M2.7M0.07%Q1 202604
Elwood & Goetz Wealth Advisory Group, LLC
CIK 0001752758
$60M2.5M10.15%Q1 202605
PRUDENTIAL FINANCIAL INC
CIK 0001137774
$52M2.2M0.06%Q1 202606
Root Financial Partners, LLC
CIK 0001977181
$50M2.1M2.32%Q1 202607
Vise Technologies, Inc.
CIK 0001812090
$39M1.7M0.76%Q1 202608
Moisand Fitzgerald Tamayo, LLC
CIK 0001649107
$34M1.4M3.67%Q1 202609
RAM Investment Partners, LLC
CIK 0001989672
$34M1.4M5.93%Q1 202610
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$31M1.3M0.03%Q1 202611
GREAT OAK CAPITAL PARTNERS, LLC
CIK 0002012868
$26M1.1M6.04%Q1 202612
Rather & Kittrell, Inc.
CIK 0001582112
$24M1.0M3.67%Q1 202613
Beacon Pointe Advisors, LLC
CIK 0001744317
$22M928K0.12%Q1 202614
Savant Capital, LLC
CIK 0001482880
$17M713K0.08%Q1 202615
Sequoia Financial Advisors, LLC
CIK 0001599900
$17M707K0.09%Q1 202616
Wealth Dimensions Group, Ltd.
CIK 0001846462
$17M704K3.27%Q1 202617
Burton Enright Welch
CIK 0002105919
$17M698K2.24%Q1 202618
PHILLIPS FINANCIAL MANAGEMENT, LLC
CIK 0001350660
$16M695K1.19%Q1 202619
United Wealth Management, LLC
CIK 0002055362
$14M595K3.50%Q1 202620
Fidato Wealth LLC
CIK 0001711360
$13M532K8.18%Q1 2026
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