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Dimensional US Real Estate ETF (DFAR) Institutional Ownership

Dimensional US Real Estate ETF logo
$22.96 -0.13 (-0.56%)
As of 05/22/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
180
Total
Institutional Inflows
(last 12 months)
$377.68M
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$59.69M
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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
5/20/2025 Focus Partners Wealth441,558$10.50M0.0%+16.2%0.788%
5/16/2025 NewEdge Advisors LLC47,654$1.13M0.0%-10.0%0.086%
5/16/2025 Integrated Wealth Concepts LLC131,780$3.13M0.0%-0.3%0.237%
5/16/2025 Jentner Corp18,070$430K0.1%-41.2%0.032%
5/16/2025 Beaird Harris Wealth Management LLC1,732,271$41.18M3.5%+3.0%3.113%
5/16/2025 Aprio Wealth Management LLC551,152$13.10M1.6%+47.9%0.990%
5/15/2025 Focus Partners Advisor Solutions LLC175,694$4.18M0.1%+183.4%0.316%
5/15/2025 Royal Bank of Canada25,148$598K0.0%-21.1%0.045%
5/15/2025 Betterment LLC268,218$6.38M0.0%+18.0%0.482%
5/14/2025 Note Advisors LLC62,816$1.49M1.2%+26.9%0.113%
5/14/2025 Entrewealth LLC56,505$1.34M1.0%-3.8%0.102%
5/14/2025 Northwestern Mutual Wealth Management Co.98,812$2.35M0.0%+29.8%0.178%
5/14/2025 Sax Wealth Advisors LLC94,470$2.25M0.2%-8.9%0.170%
5/14/2025 Kestra Advisory Services LLC59,747$1.42M0.0%-2.8%0.107%
5/14/2025 Arista Wealth Management LLC11,353$270K0.1%-5.4%0.020%
5/14/2025 Fidato Wealth LLC429,409$10.21M7.8%+2.8%0.772%
5/13/2025 Raymond James Financial Inc.358,021$8.51M0.0%+25.1%0.643%
5/13/2025 Forvis Mazars Wealth Advisors LLC174,543$4.15M0.1%-35.0%0.314%
5/13/2025 American Investment Services Inc.42,369$1.01M0.2%+3.9%0.076%
5/13/2025 Infinity Wealth Counsel LLC36,973$879K0.9%+6.7%0.066%
5/13/2025 Ariadne Wealth Management LP73,400$1.73M0.9%+1.9%0.132%
5/13/2025 HighTower Advisors LLC2,545,950$60.52M0.1%+8.9%4.575%
5/13/2025 Sterling Wealth Advisors Inc66,581$1.58M1.2%+1.5%0.120%
5/12/2025 Arcadia Wealth Management Inc.151,479$3.60M2.8%+9.2%0.272%
5/12/2025 Townsquare Capital LLC12,969$308K0.0%-34.8%0.023%
5/9/2025 Chicago Partners Investment Group LLC195,128$4.58M0.2%+0.8%0.351%
5/9/2025 Pinney & Scofield Inc.257,186$6.11M4.4%+12.9%0.462%
5/9/2025 Hemington Wealth Management475,839$11.31M1.8%+130.5%0.855%
5/9/2025 Warburton Capital Management LLC64,248$1.53M1.1%+36.6%0.115%
5/9/2025 Exencial Wealth Advisors LLC493,095$11.72M0.4%+2.2%0.886%
5/9/2025 Strategic Investment Solutions Inc. IL107,620$2.57M0.7%+2.1%0.193%
5/8/2025 Elios Financial Group Inc.196,940$4.68M2.3%-0.9%0.354%
5/8/2025 Tillman Hartley LLC90,452$2.15M0.6%-3.7%0.163%
5/8/2025 Modera Wealth Management LLC15,065$358K0.0%-12.5%0.027%
5/8/2025 Aegis Wealth Management LLC51,737$1.23M0.7%+2.7%0.093%
5/8/2025 Squire Investment Management Company LLC80,000$1.90M0.8%N/A0.144%
5/7/2025 AWM Capital LLC98,769$2.35M0.3%-6.8%0.177%
5/7/2025 Seneschal Advisors LLC140,614$3.34M2.9%+14.4%0.253%
5/7/2025 LPL Financial LLC306,073$7.28M0.0%+2.8%0.550%
5/6/2025 Grand Wealth Management LLC159,158$3.78M2.1%+11.6%0.286%
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5/6/2025 SpringVest Wealth Management LLC19,836$472K0.4%-13.6%0.036%
5/6/2025 Maryland Capital Advisors Inc.142,152$3.38M1.5%+4.8%0.255%
5/6/2025 AE Wealth Management LLC150,987$3.59M0.0%+9.0%0.271%
5/6/2025 Redwood Park Advisors LLC26,573$632K0.5%+24.9%0.048%
5/6/2025 PFG Advisors81,925$1.95M0.1%+9.5%0.147%
5/5/2025 Wealth Dimensions Group Ltd.478,110$11.37M2.7%+11.9%0.859%
5/5/2025 Arcadia Wealth Management LLC58,006$1.38M0.7%+2.2%0.104%
5/5/2025 IFP Advisors Inc10,821$257K0.0%+11.1%0.019%
5/5/2025 TAGStone Capital Inc.35,860$852K0.4%+7.4%0.064%
5/5/2025 Private Advisor Group LLC184,351$4.38M0.0%+160.2%0.331%
5/5/2025 Gradient Capital Advisors LLC190,767$4.54M1.5%+3.6%0.343%
5/2/2025 Forum Financial Management LP402,390$9.57M0.2%-0.3%0.723%
5/2/2025 DecisionPoint Financial LLC191,771$4.56M1.3%+1.5%0.345%
5/2/2025 Bridgewater Advisors Inc.539,518$12.49M1.1%+4.3%0.969%
5/2/2025 Summit Wealth Group LLC95,975$2.28M0.7%+0.8%0.172%
5/2/2025 Apollon Wealth Management LLC77,183$1.84M0.0%-1.7%0.139%
5/1/2025 Legacy Financial Group Inc.199,570$4.74M1.5%+6.6%0.359%
5/1/2025 LRI Investments LLC54,073$1.29M0.1%N/A0.097%
5/1/2025 United Wealth Management LLC479,767$11.40M3.6%+8.7%0.862%
5/1/2025 Satovsky Asset Management LLC389,126$9.25M2.1%+0.3%0.699%
5/1/2025 Forum Private Client Group LLC53,842$1.28M0.6%-13.2%0.097%
5/1/2025 Austin Wealth Management LLC218,646$5.01M1.0%-6.6%0.393%
5/1/2025 Diversify 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%
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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%
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%
(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, 262 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), Elwood & Goetz Wealth Advisory Group LLC ($47.88M), Beaird Harris Wealth Management LLC ($41.18M), 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 247 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), Modera Wealth Management LLC ($1.37M), Adero Partners LLC ($1.14M), Prudential Financial Inc. ($1.11M), RAM Investment Partners LLC ($985.61K), and Great Oak Capital Partners LLC ($819.01K).

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

Institutional investors have bought a total of 28,447,603 shares in the last 24 months. This purchase volume represents approximately $637.64M in transactions.

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

Of the 102 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 ($676.73K), Forum Financial Management LP ($477.47K), 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 5,207,974 shares in the last 24 months. This volume of shares sold represents approximately $118.10M in transactions.



This page (NYSEARCA:DFAR) was last updated on 5/23/2025 by MarketBeat.com Staff
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