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Dimensional US Real Estate ETF (DFAR) Institutional Ownership

$23.31 -0.03 (-0.13%)
As of 01/17/2025 04:10 PM Eastern
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)
$206.49M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$61.42M
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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
1/17/2025Global Trust Asset Management LLC23,030$536K0.2%-32.2%0.050%
1/17/2025Advisory Alpha LLC35,086$816K0.0%-4.7%0.077%
1/17/2025Signature Resources Capital Management LLC47,009$1.09M1.0%-12.4%0.103%
1/16/2025Onyx Financial Advisors LLC293,634$6.83M3.7%+4.4%0.641%
1/16/2025Bridgewater Advisors Inc.517,358$11.81M1.2%-4.8%1.130%
1/16/2025Diversify Wealth Management LLC324,288$7.25M0.6%-1.5%0.708%
1/16/2025Evanson Asset Management LLC220,894$5.14M0.4%+3.5%0.482%
1/15/2025 Monument Group Wealth Advisors LLC8,702$202K0.1%-36.2%0.019%
1/15/2025 CGN Advisors LLC69,126$1.61M0.2%+2.7%0.151%
1/15/2025 Helen Stephens Group LLC328,758$7.65M2.3%-13.6%0.718%
1/15/2025 Sax Wealth Advisors LLC103,653$2.41M0.2%-8.2%0.226%
1/15/2025 Andrews Lucia Wealth Management LLC61,353$1.57M1.1%+6.0%0.134%
1/15/2025 Great Oak Capital Partners LLC819,010$18.56M6.2%+5.1%1.788%
1/14/2025 Builder Investment Group Inc. ADV75,589$1.76M0.5%+10.5%0.165%
1/14/2025 Apella Capital LLC86,560$2.01M0.1%+180.0%0.189%
1/14/2025 Crestmont Private Wealth LLC363,767$8.47M3.8%+2.8%0.794%
1/13/2025 AdvisorNet Financial Inc1,976$46K0.0%-21.1%0.004%
1/13/2025 Aprio Wealth Management LLC372,719$8.67M1.3%+28.0%0.814%
1/7/2025 Strathmore Capital Advisors Inc.105,946$2.47M1.8%N/A0.231%
12/26/2024JPMorgan Chase & Co.3,085$79K0.0%+81.7%0.007%
12/2/2024Beaird Harris Wealth Management LLC1,626,622$41.71M3.6%-3.0%3.552%
11/18/2024Rehmann Capital Advisory Group8,375$215K0.0%N/A0.018%
11/18/2024Hobbs Group Advisors LLC3,000$77K0.0%N/A0.007%
11/15/2024Glass Jacobson Investment Advisors llc87,543$2.25M0.7%+6.0%0.191%
11/15/2024Jane Street Group LLC8,665$222K0.0%-79.4%0.019%
11/15/2024SageView Advisory Group LLC78,136$2.00M0.1%-3.9%0.171%
11/15/2024HighTower Advisors LLC2,195,896$56.30M0.1%+2.3%4.795%
11/15/2024Chevy Chase Trust Holdings LLC8,984$230K0.0%N/A0.020%
11/13/2024WorthPointe LLC16,574$425K0.2%+37.8%0.036%
11/13/2024Carlson Capital Management105,142$2.70M0.1%-43.9%0.230%
11/13/2024Elios Financial Group Inc.198,133$5.08M2.3%N/A0.433%
11/12/2024Wealth Dimensions Group Ltd.395,535$10.14M2.6%+12.6%0.864%
11/8/2024Summit Wealth Group LLC91,416$2.34M0.7%-4.9%0.200%
11/7/2024Caprock Group LLC27,921$716K0.0%N/A0.061%
11/7/2024Pathstone Holdings LLC99,928$2.56M0.0%+11.2%0.218%
11/7/2024Drive Wealth Management LLC15,869$407K0.1%-32.9%0.035%
11/7/2024Phillips Financial Management LLC471,734$12.10M0.9%+8.0%1.030%
11/6/2024Straight Path Wealth Management177,370$4.55M2.0%+5.1%0.387%
11/6/2024Vawter Financial Ltd.56,194$1.44M0.9%+10.4%0.123%
11/6/2024Diversified Portfolios Inc.26,364$676K0.1%-1.6%0.058%
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11/5/2024Apollon Wealth Management LLC80,867$2.07M0.1%-4.7%0.177%
11/5/2024Vestia Personal Wealth Advisors49,217$1.26M1.0%+7.3%0.107%
11/5/2024Northwest Wealth Management LLC17,014$436K0.1%-3.0%0.037%
11/4/2024TRU Independence Asset Management 2 LLC34,743$891K0.8%N/A0.076%
11/4/2024Proffitt & Goodson Inc.1,218$31K0.0%N/A0.003%
11/4/2024Disciplined Investments LLC99,477$2.55M1.3%+8.0%0.217%
11/4/2024FMB Wealth Management45,935$1.18M0.7%+18.8%0.100%
11/4/2024Sigma Planning Corp14,117$362K0.0%N/A0.031%
11/1/2024Atria Investments Inc12,510$321K0.0%N/A0.027%
11/1/2024Tillman Hartley LLC90,678$2.33M0.7%+6.2%0.198%
11/1/2024Rather & Kittrell Inc.834,362$21.39M5.2%-2.1%1.822%
10/31/2024Bridgewater Advisors Inc.543,588$13.64M1.4%+9.5%1.187%
10/31/2024Walkner Condon Financial Advisors LLC22,195$569K0.1%+2.6%0.048%
10/30/2024Arista Wealth Management LLC12,172$312K0.1%-49.0%0.027%
10/29/2024Forum Financial Management LP410,446$10.52M0.2%-2.4%0.896%
10/29/2024Lodestone Wealth Management LLC23,716$608K0.3%+27.5%0.052%
10/29/2024Chicago Partners Investment Group LLC187,972$4.79M0.2%+0.5%0.410%
10/29/2024Farther Finance Advisors LLC6,635$170K0.0%+47.6%0.014%
10/29/2024Oceanside Advisors LLC182,712$4.69M3.5%+2.7%0.399%
10/28/2024Austin Wealth Management LLC243,063$6.11M1.3%-1.3%0.531%
10/25/2024Diversify Wealth Management LLC329,062$8.38M0.7%-0.5%0.718%
10/25/2024Dodds Wealth LLC10,315$255K0.1%-42.7%0.023%
10/25/2024PBMares Wealth Management LLC217,984$5.59M1.2%+16.5%0.476%
10/25/2024Brown Financial Advisory575,579$14.76M10.4%-2.8%1.257%
10/24/2024TCI 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%
10/23/2024Allworth Financial LP43,874$1.13M0.0%-9.4%0.096%
10/23/2024Elwood & Goetz Wealth Advisory Group LLC1,925,673$49.37M12.2%+2.5%4.205%
10/23/2024Global Trust Asset Management LLC33,955$871K0.3%-8.7%0.074%
10/23/2024Signature Resources Capital Management LLC53,650$1.38M1.3%-25.0%0.117%
10/23/2024Onyx Financial Advisors LLC281,362$7.21M4.0%+3.0%0.614%
10/22/2024RAM Investment Partners LLC1,196,984$30.69M8.0%+1.1%2.614%
10/22/2024Ruedi Wealth Management Inc.172,811$4.43M1.5%-6.7%0.377%
10/22/2024Private Advisor Group LLC34,840$893K0.0%+3.5%0.076%
10/22/2024Maryland Capital Advisors Inc.124,931$3.20M1.6%+4.9%0.273%
10/22/2024RCS Financial Planning LLC98,142$2.52M1.4%-0.5%0.214%
10/22/2024Sequoia 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%
10/21/2024Integrity Wealth Solutions LLC117,084$3.00M1.8%+9.3%0.256%
10/21/2024Asset Planning Corporation327,661$8.40M5.5%-2.0%0.715%
10/21/2024CarsonAllaria 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%
10/18/2024 Monument Group Wealth Advisors LLC13,630$349K0.2%-58.4%0.030%
10/17/2024 Sax Wealth Advisors LLC112,908$2.90M0.3%-1.3%0.247%
10/16/2024Rockwood Wealth Management LLC216,352$5.55M0.6%-2.8%0.472%
10/16/2024B.O.S.S. Retirement Advisors LLC8,723$224K0.0%N/A0.019%
10/16/2024Physician Wealth Advisors Inc.11,481$291K0.1%+15.3%0.025%
10/16/2024Firethorn Wealth Partners LLC13,500$346K0.2%-21.7%0.029%
10/15/2024Hutchens & Kramer Investment Management Group LLC12,061$307K0.2%-3.3%0.026%
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10/15/2024Aspect Partners LLC4,925$126K0.1%N/A0.011%
10/12/2024 Andrews Lucia Wealth Management LLC57,884$1.48M1.1%+24.6%0.126%
10/11/2024Creative Planning94,624$2.43M0.0%+2.3%0.207%
10/11/2024Granite 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%
10/9/2024Moisand 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%
10/8/2024Dynamic Advisor Solutions LLC362,009$9.28M0.3%+2.9%0.790%
(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 30,034,375 shares in the last 24 months. This purchase volume represents approximately $649.23M in transactions.

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

Of the 78 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 4,177,038 shares in the last 24 months. This volume of shares sold represents approximately $93.35M in transactions.


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This page (NYSEARCA:DFAR) was last updated on 1/18/2025 by MarketBeat.com Staff
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