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Dimensional US Real Estate ETF (DFAR) Institutional Ownership

Dimensional US Real Estate ETF logo
$23.84 +0.07 (+0.29%)
Closing price 10/3/2025 04:10 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)
193
Total
Institutional Inflows
(last 12 months)
$347.64M
Number of
Institutional Sellers
(last 12 months)
98
Total
Institutional Outflows
(last 12 months)
$70.90M
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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
10/2/2025 Helen Stephens Group LLC347,248$8.28M1.8%+3.2%0.598%
9/26/2025Corient Private Wealth LLC54,524$1.28M0.0%-36.7%0.094%
9/4/2025Osaic Holdings Inc.27,172$637K0.0%-71.2%0.047%
8/27/2025Orion Porfolio Solutions LLC11,619$273K0.0%N/A0.020%
8/15/2025Corient Private Wealth LLC54,523$1.28M0.0%-36.7%0.094%
8/15/2025Seneschal Advisors LLC172,245$4.04M3.2%+22.5%0.296%
8/15/2025Orion Porfolio Solutions LLC11,619$273K0.0%N/A0.020%
8/15/2025MML Investors Services LLC113,168$2.66M0.0%+17.3%0.195%
8/15/2025Monograph Wealth Advisors LLC28,386$666K0.1%-8.4%0.049%
8/15/2025Great Valley Advisor Group Inc.15,656$367K0.0%-62.6%0.027%
8/15/2025Bank of America Corp DE76,219$1.79M0.0%N/A0.131%
8/14/2025Raymond James Financial Inc.368,959$8.66M0.0%+3.1%0.635%
8/14/2025Betterment LLC310,093$7.28M0.0%+15.6%0.534%
8/14/2025Diversify Wealth Management LLC238,937$5.51M0.3%-14.2%0.411%
8/14/2025Sei Investments Co.22,502$528K0.0%N/A0.039%
8/14/2025DecisionPoint Financial LLC242,945$5.73M1.5%+26.7%0.418%
8/14/2025Crestmont Private Wealth LLC329,294$7.73M2.8%-2.5%0.567%
8/13/2025United Wealth Management LLC484,195$11.36M3.3%+0.9%0.833%
8/13/2025SageView Advisory Group LLC80,038$1.88M0.1%+0.7%0.138%
8/13/2025M Holdings Securities Inc.37,748$880K0.2%N/A0.065%
8/13/2025Elios Financial Group Inc.192,487$4.52M2.0%-2.3%0.331%
8/13/2025Beacon Pointe Advisors LLC267,811$6.28M0.1%-1.9%0.461%
8/13/2025Legacy Capital Wealth Partners LLC27,766$651K0.1%N/A0.048%
8/13/2025Quadrature Capital Ltd22,490$528K0.0%N/A0.039%
8/13/2025Northwestern Mutual Wealth Management Co.189,278$4.44M0.0%+91.6%0.326%
8/13/2025Choreo LLC15,822$371K0.0%N/A0.027%
8/12/2025Burk Holdings LLC93,741$2.20M1.4%N/A0.161%
8/12/2025Prudential Financial Inc.2,489,800$58.41M0.1%+6.3%4.285%
8/12/2025Forum Private Client Group LLC49,475$1.16M0.4%-8.1%0.085%
8/12/2025Legacy Financial Group Inc.202,147$4.74M1.4%+1.3%0.348%
8/12/2025Tableaux LLC11,011$258K0.0%N/A0.019%
8/12/2025Fidato Wealth LLC461,044$10.82M7.7%+7.4%0.794%
8/12/2025JPMorgan Chase & Co.2,314$54K0.0%-38.8%0.004%
8/11/2025Wealthspire Advisors LLC39,904$936K0.0%+8.1%0.069%
8/11/2025Diversified Portfolios Inc.48,225$1.13M0.1%+19.4%0.083%
8/11/2025Root Financial Partners LLC1,054,361$24.74M2.4%-5.1%1.818%
8/11/2025Pinnacle Financial Group LLC IL242,972$5.70M1.9%+1.8%0.419%
8/11/2025Foundation Wealth Management LLC PA11,311$265K0.1%-32.2%0.020%
8/8/2025Pinney & Scofield Inc.281,747$6.61M4.5%+9.5%0.486%
8/8/2025RAM Investment Partners LLC1,266,475$29.71M6.2%+3.8%2.184%
8/8/2025Sittner & Nelson LLC2,259$53K0.0%+94.6%0.004%
8/8/2025Austin Wealth Management LLC103,463$2.39M0.4%-52.7%0.178%
8/7/2025Lakeridge Wealth Management LLC29,745$698K0.3%-1.6%0.051%
8/7/2025Timonier Family Office LTD.341,888$8.02M3.0%+10.7%0.589%
8/7/2025Allworth Financial LP65,977$1.55M0.0%-5.1%0.114%
8/7/2025Tillman Hartley LLC85,983$2.02M0.6%-4.9%0.148%
8/7/2025PFG Advisors87,469$2.05M0.1%+6.8%0.151%
8/6/2025AE Wealth Management LLC172,471$4.05M0.0%+14.2%0.297%
8/6/2025Walkner Condon Financial Advisors LLC22,025$517K0.1%-13.5%0.038%
8/6/2025Savant Capital LLC609,186$14.29M0.1%-14.2%1.050%
8/6/2025Summit Wealth Group LLC101,704$2.39M0.6%+6.0%0.175%
8/6/2025Atlantic Union Bankshares Corp23,017$540K0.0%N/A0.040%
8/6/2025Entrewealth LLC35,400$830K0.6%-37.4%0.061%
8/5/2025Integrity Wealth Solutions LLC163,458$3.84M1.9%+10.1%0.282%
8/5/2025Bridgewater Advisors Inc.560,675$13.38M1.0%+3.9%0.967%
8/5/2025Mission Wealth Management LP12,101$284K0.0%N/A0.021%
8/4/2025Atria Investments Inc127,870$3M0.0%+2.3%0.220%
8/4/2025Arcadia Wealth Management Inc.158,193$3.71M2.5%+4.4%0.273%
8/1/2025Heritage Wealth Management Inc. Texas12,195$286K0.1%-18.3%0.021%
8/1/2025Redwood Park Advisors LLC30,427$714K0.5%+14.5%0.052%
8/1/2025Advisory Alpha LLC34,822$817K0.0%-1.4%0.060%
8/1/2025Red Lighthouse Investment Management LLC46,180$1.08M0.4%N/A0.080%
8/1/2025Envestnet Asset Management Inc.134,329$3.15M0.0%-10.7%0.232%
7/31/2025Core Wealth Management Inc.457,903$10.74M3.8%+2.2%0.789%
7/31/2025Focus Partners Advisor Solutions LLC195,714$4.59M0.1%+11.4%0.337%
7/31/2025Curio Wealth LLC227,602$5.34M2.3%+48,952.2%0.392%
7/31/2025Glass Jacobson Investment Advisors llc92,113$2.16M0.8%-4.4%0.159%
7/31/2025Kathleen S. Wright Associates Inc.2,335$55K0.0%+117.2%0.004%
7/31/2025Warburton Capital Management LLC80,069$1.91M1.1%+24.6%0.138%
7/30/2025Bayshore Asset Management LLC11,831$278K0.1%N/A0.020%
7/30/2025Exencial Wealth Advisors LLC485,277$11.39M0.4%-1.6%0.837%
7/30/2025Brookstone Capital Management12,013$282K0.0%+4.5%0.021%
7/30/2025Phillips Financial Management LLC627,239$14.72M1.1%+4.2%1.081%
7/30/2025Dupree Financial Group LLC14,821$348K0.1%-3.2%0.026%
7/30/2025Jackson Thornton Wealth Management LLC356,221$8.35M1.0%+13.6%0.614%
7/30/2025Clune & Associates LTD.49,289$1.16M0.3%+9.0%0.085%
7/29/2025Forvis Mazars Wealth Advisors LLC122,589$2.88M0.1%-29.8%0.211%
7/29/2025Chicago Partners Investment Group LLC199,596$4.81M0.1%+2.3%0.344%
7/29/2025Disciplined Investments LLC130,756$3.07M1.3%+12.7%0.225%
7/29/2025Signature Estate & Investment Advisors LLC8,799$206K0.0%N/A0.015%
7/29/2025Arista Wealth Management LLC10,628$249K0.0%-6.4%0.018%
7/29/2025AssuredPartners Investment Advisors LLC39,231$920K0.2%+3.2%0.068%
7/29/2025Straight Path Wealth Management224,558$5.27M1.8%+8.8%0.387%
7/28/2025Wealthspan Partners LLC14,771$347K0.1%+10.4%0.025%
7/28/2025RCS Financial Planning LLC71,146$1.67M0.8%-11.1%0.123%
7/28/2025EQ Wealth Advisors LLC3,790$89K0.1%-23.7%0.007%
7/28/2025Sterling Financial Planning Inc.46,375$1.09M0.4%+5.1%0.080%
7/28/2025Brown Financial Advisory166,368$3.90M2.2%-64.4%0.287%
7/28/2025Heritage Wealth Management Inc. CA 38,171$896K0.6%+3.8%0.066%
7/28/2025Axxcess Wealth Management LLC12,443$292K0.0%-10.7%0.021%
7/25/2025Sequoia Financial Advisors LLC623,570$14.63M0.0%+22.1%1.075%
7/25/2025Ruedi Wealth Management Inc.165,954$3.89M1.2%-7.1%0.286%
7/25/2025LRI Investments LLC148,232$3.48M0.3%+174.1%0.256%
7/25/2025Hemington Wealth Management448,161$10.51M1.5%-5.8%0.773%
7/24/2025Blue Trust Inc.9,545$224K0.0%+43.6%0.016%
7/24/2025Vantage Point Financial LLC59,568$1.40M0.6%+3.4%0.103%
7/24/2025IFP Advisors Inc14,518$341K0.0%+34.2%0.025%
7/24/2025Grand Wealth Management LLC156,559$3.67M1.9%-1.6%0.270%
7/24/2025CarsonAllaria Wealth Management Ltd.99,566$2.34M1.3%-16.4%0.172%
7/24/2025Wealth Advisors Northwest LLC24,600$577K0.3%-41.2%0.042%
(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, 273 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 14,757,017 shares in the last 24 months. This purchase volume represents approximately $347.64M 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 2,991,362 shares in the last 24 months. This volume of shares sold represents approximately $70.90M in transactions.


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This page (NYSEARCA:DFAR) was last updated on 10/5/2025 by MarketBeat.com Staff
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