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Dimensional US Real Estate ETF (DFAR) Institutional Ownership

Dimensional US Real Estate ETF logo
$23.80 -0.19 (-0.79%)
Closing price 02/21/2025 04:10 PM Eastern
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$23.44 -0.36 (-1.49%)
As of 02/21/2025 05:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Dimensional US Real Estate ETF (NYSEARCA:DFAR)

Number of
Institutional Buyers
(last 12 months)
170
Total
Institutional Inflows
(last 12 months)
$336.53M
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$60.91M
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DFAR Institutional Buying and Selling by Quarter

Dimensional US Real Estate ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/20/2025 Forum Financial Management LP403,738$9.40M0.2%-1.6%0.882%
2/19/2025 Pinney & Scofield Inc.227,805$5.30M4.1%N/A0.497%
2/18/2025 Legacy Financial Group Inc.187,192$4.36M1.4%+14.1%0.409%
2/18/2025 Pinnacle Financial Group LLC IL239,553$5.57M2.2%-7.4%0.523%
2/18/2025 Monograph Wealth Advisors LLC30,986$721K0.1%+1.5%0.068%
2/18/2025 Focus Partners Advisor Solutions LLC61,992$1.44M0.0%+9.5%0.135%
2/18/2025 Note Advisors LLC49,485$1.15M1.0%N/A0.108%
2/17/2025 Focus Partners Wealth379,939$8.84M0.0%+48.3%0.830%
2/14/2025 Jane Street Group LLC30,491$710K0.0%+251.9%0.067%
2/14/2025 Beacon Pointe Advisors LLC273,707$6.37M0.1%-0.4%0.598%
2/14/2025 Betterment LLC227,353$5.29M0.0%+9.2%0.496%
2/14/2025 Integrated Wealth Concepts LLC132,240$3.08M0.0%-8.8%0.289%
2/14/2025 WPWealth LLP61,199$1.42M0.3%-9.2%0.134%
2/14/2025 Wealth Dimensions Group Ltd.427,151$9.94M2.4%+8.0%0.933%
2/14/2025 MML Investors Services LLC90,074$2.10M0.0%+6.3%0.197%
2/14/2025 Forum Financial Management LP403,738$9.40M0.2%-1.6%0.882%
2/14/2025 Bridge Generations Wealth Management LLC2,867$67K0.0%N/A0.006%
2/13/2025 Strategic Investment Solutions Inc. IL105,431$2.64M0.9%+12.5%0.230%
2/13/2025 NewEdge Advisors LLC52,922$1.23M0.0%+5.2%0.116%
2/13/2025 Rather & Kittrell Inc.849,094$19.76M4.6%+1.8%1.854%
2/13/2025 Mariner LLC33,002$768K0.0%-62.2%0.072%
2/13/2025 SageView Advisory Group LLC79,928$1.86M0.1%+2.3%0.175%
2/13/2025 Townsquare Capital LLC19,906$463K0.0%+110.2%0.043%
2/13/2025 Elios Financial Group Inc.198,780$4.63M2.2%+0.3%0.434%
2/13/2025 Glass Jacobson Investment Advisors llc96,316$2.24M0.7%+10.0%0.210%
2/13/2025 Seneschal Advisors LLC122,862$2.86M2.4%N/A0.268%
2/13/2025 Redwood Park Advisors LLC21,283$495K0.3%N/A0.046%
2/13/2025 Raymond James Financial Inc.286,205$6.66M0.0%N/A0.625%
2/13/2025 Forum Private Client Group LLC62,004$1.44M0.6%-19.8%0.135%
2/13/2025 Envestnet Asset Management Inc.129,198$3.01M0.0%+37.8%0.282%
2/12/2025 Grand Wealth Management LLC142,655$3.32M1.9%+24.4%0.311%
2/12/2025 Riggs Capital Management LLC48,047$1.12M1.1%N/A0.105%
2/12/2025 AssuredPartners Investment Advisors LLC31,448$732K0.1%N/A0.069%
2/12/2025 Foundation Wealth Management LLC PA17,040$397K0.2%N/A0.037%
2/12/2025 SwitchPoint Financial Planning LLC8,660$202K0.2%N/A0.019%
2/12/2025 Ariadne Wealth Management LP72,059$1.71M0.8%+170.2%0.157%
2/11/2025 WorthPointe LLC21,351$497K0.2%+28.8%0.047%
2/11/2025 Prudential Financial Inc.1,106,700$25.75M0.0%N/A2.416%
2/11/2025 TAGStone Capital Inc.33,382$777K0.4%+21.6%0.073%
2/11/2025 Jackson Thornton Wealth Management LLC290,766$6.77M0.9%+25.6%0.635%
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2/11/2025 Clune & Associates LTD.39,626$922K0.3%N/A0.087%
2/11/2025 LPL Financial LLC297,768$6.93M0.0%+9.2%0.650%
2/11/2025 Elevate Wealth Advisory Inc.17,698$412K0.3%+30.8%0.039%
2/11/2025 Sandy Spring Bank12,187$284K0.0%+16.3%0.027%
2/11/2025 VSM Wealth Advisory LLC1,579$37K0.0%N/A0.003%
2/10/2025 Entrewealth LLC58,751$1.50M1.4%N/A0.128%
2/10/2025 Carlson Capital Management79,064$1.84M0.1%-24.8%0.173%
2/10/2025 Dopkins Wealth Management LLC9,591$223K0.1%N/A0.021%
2/10/2025 Curio Wealth LLC207,569$4.83M2.6%N/A0.453%
2/10/2025 United Wealth Management LLC441,195$10.27M3.5%N/A0.963%
2/10/2025 Corient Private Wealth LLC91,589$2.13M0.0%+4.9%0.200%
2/10/2025 Hutchinson Capital Management CA9,968$232K0.0%-77.1%0.022%
2/10/2025 First Financial Group Corp51,436$1.20M1.3%N/A0.112%
2/10/2025 Phillips Financial Management LLC559,165$13.01M1.0%+18.5%1.221%
2/10/2025 Commonwealth Equity Services LLC395,784$9.21M0.0%+4.6%0.864%
2/10/2025 Tillman Hartley LLC93,927$2.19M0.6%+3.6%0.205%
2/10/2025 Essential Planning LLC.677,870$16.79M0.1%+6,022.9%1.480%
2/10/2025 Austin Wealth Management LLC234,015$5.46M1.1%-3.7%0.511%
2/10/2025 Farther Finance Advisors LLC4,705$109K0.0%-29.1%0.010%
2/10/2025 EverSource Wealth Advisors LLC4,789$111K0.0%+936.6%0.010%
2/7/2025 Sequoia Financial Advisors LLC351,886$8.19M0.1%+6.2%0.768%
2/7/2025 PFG Advisors74,832$1.74M0.1%+7.0%0.163%
2/7/2025 HighTower Advisors LLC2,338,083$54.41M0.1%+6.5%5.105%
2/7/2025 Warburton Capital Management LLC47,028$1.09M0.8%N/A0.103%
2/7/2025 Tortoise Investment Management LLC12,007$279K0.0%-13.4%0.026%
2/7/2025 Simplicity Wealth LLC12,020$280K0.1%-5.0%0.026%
2/7/2025 Sowell Financial Services LLC36,883$858K0.0%+1.7%0.081%
2/7/2025 Pillar Financial Advisors LLC205,700$4.79M3.7%N/A0.449%
2/7/2025 Rialto Wealth Management LLC1,366$32K0.0%N/A0.003%
2/7/2025 PNC Financial Services Group Inc.5,130$119K0.0%N/A0.011%
2/6/2025 Straight Path Wealth Management185,913$4.33M1.7%+4.8%0.406%
2/6/2025 Raymond James Financial Inc.286,205$6.66M0.0%N/A0.625%
2/6/2025 Atria Investments Inc128,959$3.00M0.0%+930.8%0.282%
2/6/2025 Exencial Wealth Advisors LLC482,405$11.23M0.4%-1.8%1.053%
2/6/2025 Modera Wealth Management LLC17,219$401K0.0%N/A0.038%
2/5/2025 AWM Capital LLC106,014$2.47M0.3%+156.3%0.231%
2/5/2025 Magnolia Private Wealth LLC12,908$300K0.2%N/A0.028%
2/4/2025 Summit Wealth Group LLC95,171$2.22M0.6%+4.1%0.208%
2/4/2025 Weinberger Asset Management Inc49,307$1.15M0.5%+14.9%0.108%
2/4/2025 IFP Advisors Inc9,742$227K0.0%+83.4%0.021%
2/4/2025 Moisand Fitzgerald Tamayo LLC1,066,571$24.82M3.5%-0.8%2.329%
2/4/2025 Forvis Mazars Wealth Advisors LLC268,614$6.25M0.1%-29.2%0.586%
2/4/2025 Elwood & Goetz Wealth Advisory Group LLC1,950,014$45.38M11.1%+1.3%4.258%
2/4/2025 Wealthspire Advisors LLC36,908$859K0.0%N/A0.081%
2/3/2025 Timonier Family Office LTD.248,921$5.79M3.0%N/A0.543%
2/3/2025 JMG Financial Group Ltd.65,266$1.52M0.1%-3.1%0.143%
2/3/2025 Financial Harvest LLC194,763$4.53M3.8%N/A0.425%
2/3/2025 Satovsky Asset Management LLC388,017$9.03M2.1%-0.8%0.847%
2/3/2025 Private Advisor Group LLC70,860$1.65M0.0%+103.4%0.155%
1/31/2025 Vawter Financial Ltd.57,761$1.34M0.8%+2.8%0.126%
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1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors747,781$17.40M0.6%N/A1.633%
1/31/2025 JFS Wealth Advisors LLC1,085$25K0.0%N/A0.002%
1/30/2025 Allworth Financial LP67,366$1.57M0.0%+53.5%0.147%
1/30/2025 Lakeridge Wealth Management LLC27,762$646K0.3%+24.1%0.061%
1/30/2025 Maryland Capital Advisors Inc.135,613$3.16M1.5%+8.6%0.296%
1/30/2025 BCU Wealth Advisors LLC109,249$2.54M1.5%+18.6%0.239%
1/30/2025 Blue Trust Inc.6,646$155K0.0%+29.8%0.015%
1/30/2025 Root Financial Partners LLC970,364$22.58M2.8%+29.5%2.119%
1/30/2025 Walkner Condon Financial Advisors LLC27,698$645K0.1%+24.8%0.060%
1/29/2025 Hemington Wealth Management206,478$4.80M1.2%+17.6%0.451%
(Data available from 1/1/2016 forward)

DFAR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFAR shares?

During the previous two years, 248 institutional investors and hedge funds held shares of Dimensional US Real Estate ETF. The most heavily invested institutionals were Adero Partners LLC ($70.31M), HighTower Advisors LLC ($54.41M), Elwood & Goetz Wealth Advisory Group LLC ($45.38M), Beaird Harris Wealth Management LLC ($41.71M), Bridgeworth LLC ($30.18M), RAM Investment Partners LLC ($28.01M), and Prudential Financial Inc. ($25.75M).Learn more on DFAR's institutional investors.

Which institutional investors have been buying Dimensional US Real Estate ETF stock?

Of the 240 institutional investors that purchased Dimensional US Real Estate ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Elwood & Goetz Wealth Advisory Group LLC ($1.78M), Savant Capital LLC ($1.57M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($1.50M), Summit Wealth Group LLC ($1.39M), Modera Wealth Management LLC ($1.37M), Prudential Financial Inc. ($1.11M), and Adero Partners LLC ($1.03M).

How much institutional buying is happening at Dimensional US Real Estate ETF?

Institutional investors have bought a total of 32,262,690 shares in the last 24 months. This purchase volume represents approximately $712.99M in transactions.

Which Dimensional US Real Estate ETF major shareholders have been selling company stock?

Of the 89 institutional investors that sold Dimensional US Real Estate ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Arista Wealth Management LLC ($676.09K), Forum Financial Management LP ($493.53K), Savant Capital LLC ($357.30K), Carlson Capital Management ($330.22K), Satovsky Asset Management LLC ($222.39K), Spinnaker Investment Group LLC ($212.27K), and Beaird Harris Wealth Management LLC ($191.17K).

How much institutional selling is happening at Dimensional US Real Estate ETF?

Institutional investors have sold a total of 4,834,381 shares in the last 24 months. This volume of shares sold represents approximately $108.89M in transactions.



This page (NYSEARCA:DFAR) was last updated on 2/22/2025 by MarketBeat.com Staff
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