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Dimensional US Real Estate ETF (DFAR) Institutional Ownership

$24.01 -0.09 (-0.37%)
(As of 12/17/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
149
Total
Institutional Inflows
(last 12 months)
$225.71M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$65.61M
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DFAR Institutional Buying and Selling by Quarter

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
12/2/2024 Beaird Harris Wealth Management LLC1,626,622$41.71M3.6%-3.0%3.552%
11/18/2024 Rehmann Capital Advisory Group8,375$215K0.0%N/A0.018%
11/18/2024 Hobbs Group Advisors LLC3,000$77K0.0%N/A0.007%
11/15/2024 Glass Jacobson Investment Advisors llc87,543$2.25M0.7%+6.0%0.191%
11/15/2024 Jane Street Group LLC8,665$222K0.0%-79.4%0.019%
11/15/2024 SageView Advisory Group LLC78,136$2.00M0.1%-3.9%0.171%
11/15/2024 HighTower Advisors LLC2,195,896$56.30M0.1%+2.3%4.795%
11/15/2024 Chevy Chase Trust Holdings LLC8,984$230K0.0%N/A0.020%
11/13/2024 WorthPointe LLC16,574$425K0.2%+37.8%0.036%
11/13/2024 Carlson Capital Management105,142$2.70M0.1%-43.9%0.230%
11/13/2024 Elios Financial Group Inc.198,133$5.08M2.3%N/A0.433%
11/12/2024 Wealth Dimensions Group Ltd.395,535$10.14M2.6%+12.6%0.864%
11/8/2024 Summit Wealth Group LLC91,416$2.34M0.7%-4.9%0.200%
11/7/2024 Caprock Group LLC27,921$716K0.0%N/A0.061%
11/7/2024 Pathstone Holdings LLC99,928$2.56M0.0%+11.2%0.218%
11/7/2024 Drive Wealth Management LLC15,869$407K0.1%-32.9%0.035%
11/7/2024 Phillips Financial Management LLC471,734$12.10M0.9%+8.0%1.030%
11/6/2024 Straight Path Wealth Management177,370$4.55M2.0%+5.1%0.387%
11/6/2024 Vawter Financial Ltd.56,194$1.44M0.9%+10.4%0.123%
11/6/2024 Diversified Portfolios Inc.26,364$676K0.1%-1.6%0.058%
11/5/2024 Apollon Wealth Management LLC80,867$2.07M0.1%-4.7%0.177%
11/5/2024 Vestia Personal Wealth Advisors49,217$1.26M1.0%+7.3%0.107%
11/5/2024 Northwest Wealth Management LLC17,014$436K0.1%-3.0%0.037%
11/4/2024 TRU Independence Asset Management 2 LLC34,743$891K0.8%N/A0.076%
11/4/2024 Proffitt & Goodson Inc.1,218$31K0.0%N/A0.003%
11/4/2024 Disciplined Investments LLC99,477$2.55M1.3%+8.0%0.217%
11/4/2024 FMB Wealth Management45,935$1.18M0.7%+18.8%0.100%
11/4/2024 Sigma Planning Corp14,117$362K0.0%N/A0.031%
11/1/2024 Atria Investments Inc12,510$321K0.0%N/A0.027%
11/1/2024 Tillman Hartley LLC90,678$2.33M0.7%+6.2%0.198%
11/1/2024 Rather & Kittrell Inc.834,362$21.39M5.2%-2.1%1.822%
10/31/2024 Bridgewater Advisors Inc.543,588$13.64M1.4%+9.5%1.187%
10/31/2024 Walkner Condon Financial Advisors LLC22,195$569K0.1%+2.6%0.048%
10/30/2024 Arista Wealth Management LLC12,172$312K0.1%-49.0%0.027%
10/29/2024 Forum Financial Management LP410,446$10.52M0.2%-2.4%0.896%
10/29/2024 Lodestone Wealth Management LLC23,716$608K0.3%+27.5%0.052%
10/29/2024 Chicago Partners Investment Group LLC187,972$4.79M0.2%+0.5%0.410%
10/29/2024 Farther Finance Advisors LLC6,635$170K0.0%+47.6%0.014%
10/29/2024 Oceanside Advisors LLC182,712$4.69M3.5%+2.7%0.399%
10/28/2024 Austin Wealth Management LLC243,063$6.11M1.3%-1.3%0.531%
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10/25/2024 Diversify Wealth Management LLC329,062$8.38M0.7%-0.5%0.718%
10/25/2024 Dodds Wealth LLC10,315$255K0.1%-42.7%0.023%
10/25/2024 PBMares Wealth Management LLC217,984$5.59M1.2%+16.5%0.476%
10/25/2024 Brown Financial Advisory575,579$14.76M10.4%-2.8%1.257%
10/24/2024 TCI Wealth Advisors Inc.10,482$269K0.0%-9.8%0.023%
10/24/2024 Wealth Enhancement Advisory Services LLC86,247$2.21M0.0%+24.2%0.188%
10/23/2024 Allworth Financial LP43,874$1.13M0.0%-9.4%0.096%
10/23/2024 Elwood & Goetz Wealth Advisory Group LLC1,925,673$49.37M12.2%+2.5%4.205%
10/23/2024 Global Trust Asset Management LLC33,955$871K0.3%-8.7%0.074%
10/23/2024 Signature Resources Capital Management LLC53,650$1.38M1.3%-25.0%0.117%
10/23/2024 Onyx Financial Advisors LLC281,362$7.21M4.0%+3.0%0.614%
10/22/2024 RAM Investment Partners LLC1,196,984$30.69M8.0%+1.1%2.614%
10/22/2024 Ruedi Wealth Management Inc.172,811$4.43M1.5%-6.7%0.377%
10/22/2024 Private Advisor Group LLC34,840$893K0.0%+3.5%0.076%
10/22/2024 Maryland Capital Advisors Inc.124,931$3.20M1.6%+4.9%0.273%
10/22/2024 RCS Financial Planning LLC98,142$2.52M1.4%-0.5%0.214%
10/22/2024 Sequoia Financial Advisors LLC331,406$8.50M0.1%+6.5%0.724%
10/21/2024 Builder Investment Group Inc. ADV68,380$1.75M0.5%+9.0%0.149%
10/21/2024 Integrity Wealth Solutions LLC117,084$3.00M1.8%+9.3%0.256%
10/21/2024 Asset Planning Corporation327,661$8.40M5.5%-2.0%0.715%
10/21/2024 CarsonAllaria Wealth Management Ltd.114,396$2.93M1.7%-0.5%0.250%
10/19/2024Heritage Wealth Management Inc. CA36,640$939K0.7%-3.0%0.080%
10/18/2024Vannoy Advisory Group Inc.246,492$6.32M4.6%-0.6%0.538%
10/18/2024Monument Group Wealth Advisors LLC13,630$349K0.2%-58.4%0.030%
10/17/2024Sax Wealth Advisors LLC112,908$2.90M0.3%-1.3%0.247%
10/16/2024 Rockwood Wealth Management LLC216,352$5.55M0.6%-2.8%0.472%
10/16/2024 B.O.S.S. Retirement Advisors LLC8,723$224K0.0%N/A0.019%
10/16/2024 Physician Wealth Advisors Inc.11,481$291K0.1%+15.3%0.025%
10/16/2024 Firethorn Wealth Partners LLC13,500$346K0.2%-21.7%0.029%
10/15/2024 Hutchens & Kramer Investment Management Group LLC12,061$307K0.2%-3.3%0.026%
10/15/2024 Aspect Partners LLC4,925$126K0.1%N/A0.011%
10/12/2024 Andrews Lucia Wealth Management LLC57,884$1.48M1.1%+24.6%0.126%
10/11/2024 Creative Planning94,624$2.43M0.0%+2.3%0.207%
10/11/2024 Granite Harbor Advisors Inc.8,302$213K0.1%N/A0.018%
10/10/2024 Crestmont Private Wealth LLC353,693$9.07M4.0%+0.7%0.772%
10/9/2024 Moisand Fitzgerald Tamayo LLC1,075,706$27.58M3.8%+0.6%2.349%
10/8/2024 Great Oak Capital Partners LLC779,202$19.49M6.7%+4.7%1.701%
10/8/2024 Helen Stephens Group LLC380,655$9.76M3.0%+15.3%0.831%
10/8/2024 Brookstone Capital Management11,332$291K0.0%+5.2%0.025%
10/8/2024 Dynamic Advisor Solutions LLC362,009$9.28M0.3%+2.9%0.790%
10/8/2024 Evanson Asset Management LLC213,496$5.47M0.4%+10.7%0.466%
10/8/2024 Aprio Wealth Management LLC291,203$7.47M1.2%+81.8%0.636%
10/7/2024 Foster Group Inc.8,806$226K0.0%N/A0.019%
10/7/2024 Lakeridge Wealth Management LLC22,370$574K0.3%+8.3%0.049%
10/3/2024 Apella Capital LLC30,910$783K0.0%+50.1%0.067%
10/2/2024 DBK Financial Counsel LLC30,281$776K0.8%-23.0%0.066%
8/30/2024 Strategic Investment Solutions Inc. IL93,778$2.22M0.7%N/A0.205%
8/26/2024 Ariadne Wealth Management LP17,984$397K0.2%N/A0.039%
8/21/2024 Advisory Alpha LLC37,881$837K0.0%-1.3%0.083%
8/16/2024 NewEdge Advisors LLC106,774$2.36M0.0%-53.2%0.233%
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8/16/2024 Creative Planning92,516$2.05M0.0%+124.4%0.202%
8/16/2024 Straight Path Wealth Management168,778$3.73M1.9%+19.8%0.369%
8/15/2024 Beaird Harris Wealth Management LLC1,677,775$37.08M3.5%-7.4%3.663%
8/14/2024 Great Oak Capital Partners LLC744,463$17.85M6.7%+44.0%1.625%
8/13/2024 Arista Wealth Management LLC23,881$528K0.1%-63.4%0.052%
8/13/2024 AE Wealth Management LLC124,693$2.76M0.0%+8.3%0.272%
8/12/2024 Glass Jacobson Investment Advisors llc82,554$1.82M0.7%+9.2%0.180%
8/12/2024 Mercer Global Advisors Inc. ADV141,544$3.13M0.0%-40.4%0.309%
8/12/2024 Legacy Financial Group Inc.157,556$3.48M1.3%+7.4%0.344%
8/10/2024 DecisionPoint Financial LLC180,522$4.27M1.4%+4.9%0.394%
(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, 210 institutional investors and hedge funds held shares of Dimensional US Real Estate ETF. The most heavily invested institutionals were Adero Partners LLC ($65.19M), HighTower Advisors LLC ($56.30M), Elwood & Goetz Wealth Advisory Group LLC ($49.37M), Beaird Harris Wealth Management LLC ($41.71M), Savant Capital LLC ($30.84M), RAM Investment Partners LLC ($30.69M), and Bridgeworth LLC ($30.18M).Learn more on DFAR's institutional investors.

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

Of the 201 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), Summit Wealth Group LLC ($1.38M), Modera Wealth Management LLC ($1.36M), Bridgeworth LLC ($1.33M), RAM Investment Partners LLC ($962.94K), and Adero Partners LLC ($956.69K).

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

Institutional investors have bought a total of 29,863,300 shares in the last 24 months. This purchase volume represents approximately $644.91M in transactions.

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

Of the 77 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 ($480.11K), Carlson Capital Management ($304.14K), Satovsky Asset Management LLC ($219.10K), Spinnaker Investment Group LLC ($212.27K), Beaird Harris Wealth Management LLC ($191.17K), and WPWealth LLP ($140.91K).

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

Institutional investors have sold a total of 4,072,806 shares in the last 24 months. This volume of shares sold represents approximately $90.90M in transactions.


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This page (NYSEARCA:DFAR) was last updated on 12/18/2024 by MarketBeat.com Staff
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