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Dimensional US Real Estate ETF (DFAR) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
193
Total
Institutional Inflows
(last 12 months)
$349.72M
Number of
Institutional Sellers
(last 12 months)
98
Total
Institutional Outflows
(last 12 months)
$68.81M
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Skip Chart & View Institutional Buying and Selling Data

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
8/27/2025 Orion Porfolio Solutions LLC11,619$273K0.0%N/A0.020%
8/15/2025 Corient Private Wealth LLC54,523$1.28M0.0%-36.7%0.094%
8/15/2025 Seneschal Advisors LLC172,245$4.04M3.2%+22.5%0.296%
8/15/2025 Orion Porfolio Solutions LLC11,619$273K0.0%N/A0.020%
8/15/2025 MML Investors Services LLC113,168$2.66M0.0%+17.3%0.195%
8/15/2025 Monograph Wealth Advisors LLC28,386$666K0.1%-8.4%0.049%
8/15/2025 Great Valley Advisor Group Inc.15,656$367K0.0%-62.6%0.027%
8/15/2025 Bank of America Corp DE76,219$1.79M0.0%N/A0.131%
8/14/2025 Raymond James Financial Inc.368,959$8.66M0.0%+3.1%0.635%
8/14/2025 Betterment LLC310,093$7.28M0.0%+15.6%0.534%
8/14/2025 Diversify Wealth Management LLC238,937$5.51M0.3%-14.2%0.411%
8/14/2025 Sei Investments Co.22,502$528K0.0%N/A0.039%
8/14/2025 DecisionPoint Financial LLC242,945$5.73M1.5%+26.7%0.418%
8/14/2025 Crestmont Private Wealth LLC329,294$7.73M2.8%-2.5%0.567%
8/13/2025 United Wealth Management LLC484,195$11.36M3.3%+0.9%0.833%
8/13/2025 SageView Advisory Group LLC80,038$1.88M0.1%+0.7%0.138%
8/13/2025 M Holdings Securities Inc.37,748$880K0.2%N/A0.065%
8/13/2025 Elios Financial Group Inc.192,487$4.52M2.0%-2.3%0.331%
8/13/2025 Beacon Pointe Advisors LLC267,811$6.28M0.1%-1.9%0.461%
8/13/2025 Legacy Capital Wealth Partners LLC27,766$651K0.1%N/A0.048%
8/13/2025 Quadrature Capital Ltd22,490$528K0.0%N/A0.039%
8/13/2025 Northwestern Mutual Wealth Management Co.189,278$4.44M0.0%+91.6%0.326%
8/13/2025 Choreo LLC15,822$371K0.0%N/A0.027%
8/12/2025 Burk Holdings LLC93,741$2.20M1.4%N/A0.161%
8/12/2025 Prudential Financial Inc.2,489,800$58.41M0.1%+6.3%4.285%
8/12/2025 Forum Private Client Group LLC49,475$1.16M0.4%-8.1%0.085%
8/12/2025 Legacy Financial Group Inc.202,147$4.74M1.4%+1.3%0.348%
8/12/2025 Tableaux LLC11,011$258K0.0%N/A0.019%
8/12/2025 Fidato Wealth LLC461,044$10.82M7.7%+7.4%0.794%
8/12/2025 JPMorgan Chase & Co.2,314$54K0.0%-38.8%0.004%
8/11/2025 Wealthspire Advisors LLC39,904$936K0.0%+8.1%0.069%
8/11/2025 Diversified Portfolios Inc.48,225$1.13M0.1%+19.4%0.083%
8/11/2025 Root Financial Partners LLC1,054,361$24.74M2.4%-5.1%1.818%
8/11/2025 Pinnacle Financial Group LLC IL242,972$5.70M1.9%+1.8%0.419%
8/11/2025 Foundation Wealth Management LLC PA11,311$265K0.1%-32.2%0.020%
8/8/2025 Pinney & Scofield Inc.281,747$6.61M4.5%+9.5%0.486%
8/8/2025 RAM Investment Partners LLC1,266,475$29.71M6.2%+3.8%2.184%
8/8/2025 Sittner & Nelson LLC2,259$53K0.0%+94.6%0.004%
8/8/2025 Austin Wealth Management LLC103,463$2.39M0.4%-52.7%0.178%
8/7/2025 Lakeridge Wealth Management LLC29,745$698K0.3%-1.6%0.051%
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8/7/2025 Timonier Family Office LTD.341,888$8.02M3.0%+10.7%0.589%
8/7/2025 Allworth Financial LP65,977$1.55M0.0%-5.1%0.114%
8/7/2025 Tillman Hartley LLC85,983$2.02M0.6%-4.9%0.148%
8/7/2025 PFG Advisors87,469$2.05M0.1%+6.8%0.151%
8/6/2025 AE Wealth Management LLC172,471$4.05M0.0%+14.2%0.297%
8/6/2025 Walkner Condon Financial Advisors LLC22,025$517K0.1%-13.5%0.038%
8/6/2025 Savant Capital LLC609,186$14.29M0.1%-14.2%1.050%
8/6/2025 Summit Wealth Group LLC101,704$2.39M0.6%+6.0%0.175%
8/6/2025 Atlantic Union Bankshares Corp23,017$540K0.0%N/A0.040%
8/6/2025 Entrewealth LLC35,400$830K0.6%-37.4%0.061%
8/5/2025 Integrity Wealth Solutions LLC163,458$3.84M1.9%+10.1%0.282%
8/5/2025 Bridgewater Advisors Inc.560,675$13.38M1.0%+3.9%0.967%
8/5/2025 Mission Wealth Management LP12,101$284K0.0%N/A0.021%
8/4/2025 Atria Investments Inc127,870$3M0.0%+2.3%0.220%
8/4/2025 Arcadia Wealth Management Inc.158,193$3.71M2.5%+4.4%0.273%
8/1/2025 Heritage Wealth Management Inc. Texas12,195$286K0.1%-18.3%0.021%
8/1/2025 Redwood Park Advisors LLC30,427$714K0.5%+14.5%0.052%
8/1/2025 Advisory Alpha LLC34,822$817K0.0%-1.4%0.060%
8/1/2025 Red Lighthouse Investment Management LLC46,180$1.08M0.4%N/A0.080%
8/1/2025 Envestnet Asset Management Inc.134,329$3.15M0.0%-10.7%0.232%
7/31/2025 Core Wealth Management Inc.457,903$10.74M3.8%+2.2%0.789%
7/31/2025 Focus Partners Advisor Solutions LLC195,714$4.59M0.1%+11.4%0.337%
7/31/2025 Curio Wealth LLC227,602$5.34M2.3%+48,952.2%0.392%
7/31/2025 Glass Jacobson Investment Advisors llc92,113$2.16M0.8%-4.4%0.159%
7/31/2025 Kathleen S. Wright Associates Inc.2,335$55K0.0%+117.2%0.004%
7/31/2025 Warburton Capital Management LLC80,069$1.91M1.1%+24.6%0.138%
7/30/2025 Bayshore Asset Management LLC11,831$278K0.1%N/A0.020%
7/30/2025 Exencial Wealth Advisors LLC485,277$11.39M0.4%-1.6%0.837%
7/30/2025 Brookstone Capital Management12,013$282K0.0%+4.5%0.021%
7/30/2025 Phillips Financial Management LLC627,239$14.72M1.1%+4.2%1.081%
7/30/2025 Dupree Financial Group LLC14,821$348K0.1%-3.2%0.026%
7/30/2025 Jackson Thornton Wealth Management LLC356,221$8.35M1.0%+13.6%0.614%
7/30/2025 Clune & Associates LTD.49,289$1.16M0.3%+9.0%0.085%
7/29/2025 Forvis Mazars Wealth Advisors LLC122,589$2.88M0.1%-29.8%0.211%
7/29/2025 Chicago Partners Investment Group LLC199,596$4.81M0.1%+2.3%0.344%
7/29/2025 Disciplined Investments LLC130,756$3.07M1.3%+12.7%0.225%
7/29/2025 Signature Estate & Investment Advisors LLC8,799$206K0.0%N/A0.015%
7/29/2025 Arista Wealth Management LLC10,628$249K0.0%-6.4%0.018%
7/29/2025 AssuredPartners Investment Advisors LLC39,231$920K0.2%+3.2%0.068%
7/29/2025 Straight Path Wealth Management224,558$5.27M1.8%+8.8%0.387%
7/28/2025 Wealthspan Partners LLC14,771$347K0.1%+10.4%0.025%
7/28/2025 RCS Financial Planning LLC71,146$1.67M0.8%-11.1%0.123%
7/28/2025 EQ Wealth Advisors LLC3,790$89K0.1%-23.7%0.007%
7/28/2025 Sterling Financial Planning Inc.46,375$1.09M0.4%+5.1%0.080%
7/28/2025 Brown Financial Advisory166,368$3.90M2.2%-64.4%0.287%
7/28/2025 Heritage Wealth Management Inc. CA 38,171$896K0.6%+3.8%0.066%
7/28/2025 Axxcess Wealth Management LLC12,443$292K0.0%-10.7%0.021%
7/25/2025 Sequoia Financial Advisors LLC623,570$14.63M0.0%+22.1%1.075%
7/25/2025 Ruedi Wealth Management Inc.165,954$3.89M1.2%-7.1%0.286%
7/25/2025 LRI Investments LLC148,232$3.48M0.3%+174.1%0.256%
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7/25/2025 Hemington Wealth Management448,161$10.51M1.5%-5.8%0.773%
7/24/2025 Blue Trust Inc.9,545$224K0.0%+43.6%0.016%
7/24/2025 Vantage Point Financial LLC59,568$1.40M0.6%+3.4%0.103%
7/24/2025 IFP Advisors Inc14,518$341K0.0%+34.2%0.025%
7/24/2025 Grand Wealth Management LLC156,559$3.67M1.9%-1.6%0.270%
7/24/2025 CarsonAllaria Wealth Management Ltd.99,566$2.34M1.3%-16.4%0.172%
7/24/2025 Wealth Advisors Northwest LLC24,600$577K0.3%-41.2%0.042%
7/23/2025 SpringVest Wealth Management LLC20,392$478K0.4%+2.8%0.035%
7/23/2025 Sax Wealth Advisors LLC37,163$872K0.1%-60.7%0.064%
7/23/2025 First Financial Group Corp61,456$1.44M1.4%+11.5%0.106%
(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, 272 institutional investors and hedge funds held shares of Dimensional US Real Estate ETF. The most heavily invested institutionals were Adero Partners LLC ($74.43M), HighTower Advisors LLC ($60.52M), Prudential Financial Inc. ($58.41M), Elwood & Goetz Wealth Advisory Group LLC ($48.64M), Beaird Harris Wealth Management LLC ($41.18M), Bridgeworth LLC ($30.18M), and RAM Investment Partners LLC ($29.71M).Learn more on Dimensional US Real Estate ETF's institutional investors.

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

Of the 254 institutional investors that purchased Dimensional US Real Estate ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Savant Capital LLC ($1.57M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($1.50M), Modera Wealth Management LLC ($1.37M), Prudential Financial Inc. ($1.25M), Adero Partners LLC ($1.14M), Great Oak Capital Partners LLC ($874.41K), and Essential Planning LLC. ($677.27K).

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

Institutional investors have bought a total of 14,850,453 shares in the last 24 months. This purchase volume represents approximately $349.72M in transactions.

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

Of the 98 institutional investors that sold Dimensional US Real Estate ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brown Financial Advisory ($425.62K), Savant Capital LLC ($350.50K), Forvis Mazars Wealth Advisors LLC ($256.91K), Austin Wealth Management LLC ($142.77K), Asset Planning Corporation ($110.34K), Carlson Capital Management ($108.20K), and Diversify Wealth Management LLC ($91.76K).

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

Institutional investors have sold a total of 2,901,620 shares in the last 24 months. This volume of shares sold represents approximately $68.81M in transactions.



This page (NYSEARCA:DFAR) was last updated on 8/27/2025 by MarketBeat.com Staff
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