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Dimensional US Real Estate ETF (DFAR) Institutional Ownership

Dimensional US Real Estate ETF logo
$23.39 +0.09 (+0.39%)
As of 05/1/2025 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)
178
Total
Institutional Inflows
(last 12 months)
$348.03M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$56.28M
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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
5/2/2025Apollon Wealth Management LLC77,183$1.84M0.0%-1.7%0.139%
5/1/2025Legacy Financial Group Inc.199,570$4.74M1.5%+6.6%0.359%
5/1/2025LRI Investments LLC54,073$1.29M0.1%N/A0.097%
5/1/2025United Wealth Management LLC479,767$11.40M3.6%+8.7%0.862%
5/1/2025Satovsky Asset Management LLC389,126$9.25M2.1%+0.3%0.699%
5/1/2025Forum Private Client Group LLC53,842$1.28M0.6%-13.2%0.097%
5/1/2025Austin Wealth Management LLC218,646$5.01M1.0%-6.6%0.393%
5/1/2025Diversify Wealth Management LLC278,425$6.45M0.5%-14.1%0.500%
4/30/2025 Vestia Personal Wealth Advisors60,285$1.43M1.1%+14.5%0.108%
4/30/2025 Phillips Financial Management LLC601,887$14.31M1.1%+7.6%1.082%
4/30/2025 TRU Independence Asset Management 2 LLC18,260$434K0.3%-28.8%0.033%
4/30/2025 Allworth Financial LP69,515$1.59M0.0%+3.2%0.125%
4/30/2025 Axxcess Wealth Management LLC13,937$331K0.0%N/A0.025%
4/30/2025 Brown Financial Advisory467,625$11.12M6.9%-13.9%0.840%
4/30/2025 Core Wealth Management Inc.447,978$10.65M4.1%-1.4%0.805%
4/29/2025 U.S. Capital Wealth Advisors LLC15,188$361K0.0%-8.4%0.027%
4/29/2025 Envestnet Asset Management Inc.150,495$3.58M0.0%+16.5%0.270%
4/29/2025 Jackson Thornton Wealth Management LLC313,495$7.19M1.0%+7.8%0.563%
4/29/2025 Sterling Financial Planning Inc.44,137$1.05M0.4%+7.2%0.079%
4/28/2025 Straight Path Wealth Management206,467$4.91M2.0%+11.1%0.371%
4/28/2025 Clune & Associates LTD.45,214$1.08M0.3%+14.1%0.081%
4/28/2025 Physician Wealth Advisors Inc.11,978$285K0.0%+5.3%0.022%
4/25/2025 Oceanside Advisors LLC199,229$4.74M3.4%+6.7%0.358%
4/25/2025 Root Financial Partners LLC1,110,962$26.41M2.8%+14.5%1.996%
4/25/2025 RCS Financial Planning LLC80,019$1.90M1.0%+1.2%0.144%
4/24/2025 Oakworth Capital Inc.1,663$40K0.0%N/A0.003%
4/23/2025 Onyx Financial Advisors LLC319,584$7.60M4.0%+8.8%0.579%
4/23/2025 Sequoia Financial Advisors LLC510,780$12.14M0.1%+45.2%0.926%
4/23/2025 SOL Capital Management CO20,270$482K0.1%-11.8%0.037%
4/23/2025 Vannoy Advisory Group Inc.248,659$5.91M4.4%+1.4%0.451%
4/23/2025 Timonier Family Office LTD.308,971$7.34M3.2%+24.1%0.560%
4/23/2025 RAM Investment Partners LLC1,219,650$28.99M7.2%+1.3%2.212%
4/23/2025 Ruedi Wealth Management Inc.178,557$4.24M1.3%+7.3%0.324%
4/23/2025 PBMares Wealth Management LLC200,413$4.76M1.0%-11.1%0.363%
4/23/2025 Helen Stephens Group LLC343,095$8.16M2.3%+4.4%0.622%
4/23/2025 Chevy Chase Trust Holdings LLC9,953$237K0.0%+10.8%0.018%
4/23/2025 Citrine Capital LLC162,449$3.86M2.4%+1.3%0.295%
4/23/2025 AssuredPartners Investment Advisors LLC38,023$904K0.2%+20.9%0.069%
4/23/2025 Elwood & Goetz Wealth Advisory Group LLC2,014,213$47.88M11.7%+3.3%3.652%
4/23/2025 Walkner Condon Financial Advisors LLC25,474$606K0.1%-8.0%0.046%
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4/23/2025 Vantage Point Financial LLC57,607$1.37M0.7%+14.7%0.104%
4/23/2025 EQ Wealth Advisors LLC4,970$118K0.1%N/A0.009%
4/22/2025 Diversified Portfolios Inc.40,388$960K0.1%+36.8%0.073%
4/22/2025 Yoder Wealth Management Inc.16,795$399K0.2%+36.9%0.030%
4/22/2025 JFS Wealth Advisors LLC2,140$51K0.0%+97.2%0.004%
4/22/2025 Cambridge Investment Research Advisors Inc.18,177$432K0.0%-5.6%0.033%
4/22/2025 First Financial Group Corp55,120$1.31M1.5%+7.2%0.100%
4/22/2025 Integrity Wealth Solutions LLC148,507$3.53M1.9%+9.7%0.269%
4/22/2025 Moisand Fitzgerald Tamayo LLC1,127,983$26.81M3.7%+5.8%2.045%
4/22/2025 Applied Capital LLC78,495$1.87M0.9%+5.7%0.142%
4/22/2025 Evanson Asset Management LLC151,142$3.59M0.3%-31.6%0.274%
4/22/2025 Heritage Wealth Management Inc. Texas14,934$355K0.2%-19.7%0.027%
4/21/2025 CPA Asset Management LLC12,426$295K0.1%N/A0.023%
4/21/2025 Andrews Lucia Wealth Management LLC66,701$1.55M1.0%+8.7%0.121%
4/21/2025 Wealthspan Partners LLC13,382$318K0.1%+6.7%0.024%
4/21/2025 TCI Wealth Advisors Inc.13,243$315K0.0%+12.7%0.024%
4/21/2025 Builder Investment Group Inc. ADV78,837$1.87M0.5%+4.3%0.143%
4/21/2025 Aspiriant LLC8,657$206K0.0%N/A0.016%
4/18/2025 Five Oceans Advisors21,049$500K0.2%-6.2%0.038%
4/18/2025 Global Trust Asset Management LLC10,664$253K0.2%-53.7%0.019%
4/17/2025 BCU Wealth Advisors LLC121,697$2.89M1.5%+11.4%0.221%
4/17/2025 Claris Advisors LLC MO8,928$212K0.1%N/A0.016%
4/17/2025 Adero Partners LLC3,131,148$74.43M4.9%+3.6%5.678%
4/17/2025 Sprinkle Financial Consultants LLC31,486$748K0.5%+6.3%0.057%
4/17/2025 Dynamic Advisor Solutions LLC387,604$9.21M0.3%+3.3%0.703%
4/16/2025 Lakeridge Wealth Management LLC30,222$718K0.4%+8.9%0.055%
4/16/2025 Wealth Enhancement Advisory Services LLC100,221$2.38M0.0%+16.3%0.182%
4/16/2025 Signature Resources Capital Management LLC39,346$935K0.8%-16.3%0.071%
4/16/2025 Wealth Advisors Northwest LLC41,843$995K0.6%-42.9%0.076%
4/15/2025 FMB Wealth Management53,370$1.27M0.7%+10.7%0.097%
4/15/2025 Greenwood Capital Associates LLC9,326$222K0.0%N/A0.017%
4/15/2025 Fifth Third Bancorp1,980$47K0.0%N/A0.004%
4/15/2025 Bannerman Wealth Management Group LLC122,504$2.91M2.4%+5.0%0.222%
4/15/2025 Simplicity 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%
3/7/2025 Bannerman 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%
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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%
(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, 261 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 ($54.41M), Elwood & Goetz Wealth Advisory Group LLC ($47.88M), Beaird Harris Wealth Management LLC ($41.71M), Bridgeworth LLC ($30.18M), RAM Investment Partners LLC ($28.99M), and Moisand Fitzgerald Tamayo LLC ($26.81M).Learn more on DFAR's institutional investors.

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

Of the 250 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: 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), Adero Partners LLC ($1.14M), Prudential Financial Inc. ($1.11M), and RAM Investment Partners LLC ($985.61K).

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

Institutional investors have bought a total of 29,837,513 shares in the last 24 months. This purchase volume represents approximately $664.14M in transactions.

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

Of the 94 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 ($476.12K), Savant Capital LLC ($357.30K), Carlson Capital Management ($330.22K), Satovsky Asset Management LLC ($222.39K), Spinnaker Investment Group LLC ($212.27K), and Brown Financial Advisory ($207.38K).

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

Institutional investors have sold a total of 5,142,498 shares in the last 24 months. This volume of shares sold represents approximately $116.33M in transactions.


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This page (NYSEARCA:DFAR) was last updated on 5/2/2025 by MarketBeat.com Staff
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