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Dimensional US Real Estate ETF (DFAR) Institutional Ownership

Dimensional US Real Estate ETF logo
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Institutional Ownership Changes (13F Filings) for Dimensional US Real Estate ETF (NYSEARCA:DFAR)

Number of
Institutional Buyers
(last 12 months)
176
Total
Institutional Inflows
(last 12 months)
$330.73M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$60.28M
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DFAR Institutional Buying and Selling by Quarter

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Dimensional US Real Estate ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025FMB Wealth Management53,370$1.27M0.7%+10.7%0.097%
4/15/2025Greenwood Capital Associates LLC9,326$222K0.0%N/A0.017%
4/15/2025Fifth Third Bancorp1,980$47K0.0%N/A0.004%
4/15/2025Bannerman Wealth Management Group LLC122,504$2.91M2.4%+5.0%0.222%
4/15/2025Simplicity Wealth LLC8,904$212K0.0%-25.9%0.016%
4/14/2025 Pillar Financial Advisors LLC222,056$5.28M3.9%+8.0%0.403%
4/14/2025 Rockwood Wealth Management LLC198,218$4.71M0.5%-1.9%0.359%
4/11/2025 Disciplined Investments LLC115,991$2.76M1.3%+16.3%0.210%
4/10/2025 Firethorn Wealth Partners LLC9,479$225K0.1%-20.1%0.017%
4/10/2025 Apella Capital LLC98,200$2.18M0.1%+13.4%0.178%
4/10/2025 CGN Advisors LLC70,785$1.68M0.2%+2.4%0.128%
4/10/2025 Crestmont Private Wealth LLC337,852$8.03M3.5%-7.1%0.613%
4/9/2025 Elevation Wealth Partners LLC1,051$25K0.0%N/A0.002%
4/8/2025 Weinberger Asset Management Inc48,659$1.16M0.5%-1.3%0.088%
3/10/2025SpringVest Wealth Management LLC22,947$534K0.5%N/A0.042%
3/7/2025Aegis Wealth Management LLC50,355$1.17M0.8%N/A0.093%
3/7/2025Bannerman Wealth Management Group LLC116,681$2.72M2.2%N/A0.215%
3/6/2025Arcadia Wealth Management Inc.138,731$3.23M2.7%N/A0.256%
3/3/2025American Investment Services Inc.40,791$949K0.2%-4.8%0.075%
2/20/2025Forum Financial Management LP403,738$9.40M0.2%-1.6%0.882%
2/19/2025Pinney & Scofield Inc.227,805$5.30M4.1%N/A0.497%
2/18/2025Legacy Financial Group Inc.187,192$4.36M1.4%+14.1%0.409%
2/18/2025Pinnacle Financial Group LLC IL239,553$5.57M2.2%-7.4%0.523%
2/18/2025Monograph Wealth Advisors LLC30,986$721K0.1%+1.5%0.068%
2/18/2025Focus Partners Advisor Solutions LLC61,992$1.44M0.0%+9.5%0.135%
2/18/2025Note Advisors LLC49,485$1.15M1.0%N/A0.108%
2/17/2025Focus Partners Wealth379,939$8.84M0.0%+48.3%0.830%
2/14/2025Jane Street Group LLC30,491$710K0.0%+251.9%0.067%
2/14/2025Beacon Pointe Advisors LLC273,707$6.37M0.1%-0.4%0.598%
2/14/2025Betterment LLC227,353$5.29M0.0%+9.2%0.496%
2/14/2025Integrated Wealth Concepts LLC132,240$3.08M0.0%-8.8%0.289%
2/14/2025WPWealth LLP61,199$1.42M0.3%-9.2%0.134%
2/14/2025Wealth Dimensions Group Ltd.427,151$9.94M2.4%+8.0%0.933%
2/14/2025MML Investors Services LLC90,074$2.10M0.0%+6.3%0.197%
2/14/2025Forum Financial Management LP403,738$9.40M0.2%-1.6%0.882%
2/14/2025Bridge Generations Wealth Management LLC2,867$67K0.0%N/A0.006%
2/13/2025Strategic Investment Solutions Inc. IL105,431$2.64M0.9%+12.5%0.230%
2/13/2025NewEdge Advisors LLC52,922$1.23M0.0%+5.2%0.116%
2/13/2025Rather & Kittrell Inc.849,094$19.76M4.6%+1.8%1.854%
2/13/2025Mariner LLC33,002$768K0.0%-62.2%0.072%
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2/13/2025SageView Advisory Group LLC79,928$1.86M0.1%+2.3%0.175%
2/13/2025Townsquare Capital LLC19,906$463K0.0%+110.2%0.043%
2/13/2025Elios 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%
2/13/2025Seneschal Advisors LLC122,862$2.86M2.4%N/A0.268%
2/13/2025Redwood Park Advisors LLC21,283$495K0.3%N/A0.046%
2/13/2025Raymond James Financial Inc.286,205$6.66M0.0%N/A0.625%
2/13/2025Forum Private Client Group LLC62,004$1.44M0.6%-19.8%0.135%
2/13/2025Envestnet Asset Management Inc.129,198$3.01M0.0%+37.8%0.282%
2/12/2025Grand Wealth Management LLC142,655$3.32M1.9%+24.4%0.311%
2/12/2025Riggs Capital Management LLC48,047$1.12M1.1%N/A0.105%
2/12/2025AssuredPartners Investment Advisors LLC31,448$732K0.1%N/A0.069%
2/12/2025Foundation Wealth Management LLC PA17,040$397K0.2%N/A0.037%
2/12/2025SwitchPoint Financial Planning LLC8,660$202K0.2%N/A0.019%
2/12/2025Ariadne Wealth Management LP72,059$1.71M0.8%+170.2%0.157%
2/11/2025WorthPointe LLC21,351$497K0.2%+28.8%0.047%
2/11/2025Prudential Financial Inc.1,106,700$25.75M0.0%N/A2.416%
2/11/2025TAGStone Capital Inc.33,382$777K0.4%+21.6%0.073%
2/11/2025Jackson Thornton Wealth Management LLC290,766$6.77M0.9%+25.6%0.635%
2/11/2025Clune & Associates LTD.39,626$922K0.3%N/A0.087%
2/11/2025LPL Financial LLC297,768$6.93M0.0%+9.2%0.650%
2/11/2025Elevate Wealth Advisory Inc.17,698$412K0.3%+30.8%0.039%
2/11/2025Sandy Spring Bank12,187$284K0.0%+16.3%0.027%
2/11/2025VSM Wealth Advisory LLC1,579$37K0.0%N/A0.003%
2/10/2025Entrewealth LLC58,751$1.50M1.4%N/A0.128%
2/10/2025Carlson Capital Management79,064$1.84M0.1%-24.8%0.173%
2/10/2025Dopkins Wealth Management LLC9,591$223K0.1%N/A0.021%
2/10/2025Curio Wealth LLC207,569$4.83M2.6%N/A0.453%
2/10/2025United Wealth Management LLC441,195$10.27M3.5%N/A0.963%
2/10/2025Corient Private Wealth LLC91,589$2.13M0.0%+4.9%0.200%
2/10/2025Hutchinson Capital Management CA9,968$232K0.0%-77.1%0.022%
2/10/2025First Financial Group Corp51,436$1.20M1.3%N/A0.112%
2/10/2025Phillips Financial Management LLC559,165$13.01M1.0%+18.5%1.221%
2/10/2025Commonwealth Equity Services LLC395,784$9.21M0.0%+4.6%0.864%
2/10/2025Tillman Hartley LLC93,927$2.19M0.6%+3.6%0.205%
2/10/2025Essential Planning LLC.677,870$16.79M0.1%+6,022.9%1.480%
2/10/2025Austin 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%
2/10/2025EverSource Wealth Advisors LLC4,789$111K0.0%+936.6%0.010%
2/7/2025Sequoia Financial Advisors LLC351,886$8.19M0.1%+6.2%0.768%
2/7/2025PFG Advisors74,832$1.74M0.1%+7.0%0.163%
2/7/2025HighTower Advisors LLC2,338,083$54.41M0.1%+6.5%5.105%
2/7/2025Warburton Capital Management LLC47,028$1.09M0.8%N/A0.103%
2/7/2025Tortoise Investment Management LLC12,007$279K0.0%-13.4%0.026%
2/7/2025Simplicity Wealth LLC12,020$280K0.1%-5.0%0.026%
2/7/2025Sowell 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%
2/7/2025PNC Financial Services Group Inc.5,130$119K0.0%N/A0.011%
2/6/2025Straight Path Wealth Management185,913$4.33M1.7%+4.8%0.406%
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2/6/2025Raymond James Financial Inc.286,205$6.66M0.0%N/A0.625%
2/6/2025Atria Investments Inc128,959$3.00M0.0%+930.8%0.282%
2/6/2025Exencial Wealth Advisors LLC482,405$11.23M0.4%-1.8%1.053%
2/6/2025Modera Wealth Management LLC17,219$401K0.0%N/A0.038%
2/5/2025AWM Capital LLC106,014$2.47M0.3%+156.3%0.231%
2/5/2025Magnolia Private Wealth LLC12,908$300K0.2%N/A0.028%
2/4/2025Summit 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%
2/4/2025IFP Advisors Inc9,742$227K0.0%+83.4%0.021%
2/4/2025Moisand Fitzgerald Tamayo LLC1,066,571$24.82M3.5%-0.8%2.329%
(Data available from 1/1/2016 forward)

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DFAR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFAR shares?

During the previous two years, 255 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 244 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 31,610,210 shares in the last 24 months. This purchase volume represents approximately $699.79M in transactions.

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

Of the 90 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 4,862,241 shares in the last 24 months. This volume of shares sold represents approximately $109.58M in transactions.


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This page (NYSEARCA:DFAR) was last updated on 4/16/2025 by MarketBeat.com Staff
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