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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)
182
Total
Institutional Inflows
(last 12 months)
$384.05M
Number of
Institutional Sellers
(last 12 months)
88
Total
Institutional Outflows
(last 12 months)
$62.39M
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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
7/24/2025Wealth Advisors Northwest LLC24,600$577K0.3%-41.2%0.042%
7/23/2025SpringVest Wealth Management LLC20,392$478K0.4%+2.8%0.035%
7/23/2025Sax Wealth Advisors LLC37,163$872K0.1%-60.7%0.064%
7/23/2025First Financial Group Corp61,456$1.44M1.4%+11.5%0.106%
7/23/2025Wealth Management Nebraska14,298$333K0.0%N/A0.025%
7/23/2025Pillar Financial Advisors LLC228,414$5.36M3.7%+2.9%0.394%
7/22/2025 AWM Capital LLC211,043$4.95M0.5%+113.7%0.364%
7/22/2025 Yoder Wealth Management Inc.17,887$420K0.2%+6.5%0.031%
7/21/2025 Onyx Financial Advisors LLC321,767$7.55M3.6%+0.7%0.555%
7/21/2025 Greenwood Capital Associates LLC13,838$325K0.0%+48.4%0.024%
7/18/2025 Citrine Capital LLC156,695$3.68M2.0%-3.5%0.270%
7/18/2025 Arcadia Wealth Management LLC63,367$1.49M0.6%+9.2%0.109%
7/18/2025 PBMares Wealth Management LLC195,204$4.58M0.8%-2.6%0.337%
7/18/2025 FMB Wealth Management70,626$1.66M0.8%+32.3%0.122%
7/18/2025 BCU Wealth Advisors LLC137,900$3.24M1.5%+13.3%0.238%
7/17/2025 Elwood & Goetz Wealth Advisory Group LLC2,073,367$48.64M10.5%+2.9%3.578%
7/17/2025 DiNuzzo Private Wealth Inc.40,737$956K0.1%-25.6%0.070%
7/17/2025 Northwest Wealth Management LLC15,761$370K0.1%-6.9%0.027%
7/17/2025 Oceanside Advisors LLC204,474$4.80M3.2%+2.6%0.353%
7/17/2025 Applied Capital LLC82,444$1.93M0.9%+5.0%0.142%
7/17/2025 Global Trust Asset Management LLC9,514$223K0.1%-10.8%0.016%
7/17/2025 Sterling Wealth Advisors Inc58,175$1.37M1.0%-12.6%0.100%
7/17/2025 Willow Creek Wealth Management Inc.386,110$9.06M0.8%+1.4%0.666%
7/17/2025 XY Planning Network Inc.9,073$213K0.1%N/A0.016%
7/17/2025 SC&H Financial Advisors Inc.11,964$281K0.0%-36.0%0.021%
7/16/2025 Signature Resources Capital Management LLC1,266$30K0.0%-96.8%0.002%
7/16/2025 Jentner Corp15,558$365K0.1%-13.9%0.027%
7/16/2025 Builder Investment Group Inc. ADV93,474$2.19M0.5%+18.6%0.161%
7/16/2025 Squire Investment Management Company LLC87,446$2.05M0.8%+9.3%0.151%
7/16/2025 TRU Independence Asset Management 2 LLC11,322$266K0.2%-38.0%0.020%
7/16/2025 Gradient Capital Advisors LLC197,705$4.64M1.4%+3.6%0.341%
7/16/2025 Vestia Personal Wealth Advisors65,497$1.54M1.0%+8.6%0.113%
7/16/2025 Moisand Fitzgerald Tamayo LLC1,201,241$28.18M3.6%+6.5%2.073%
7/16/2025 Strategic Investment Solutions Inc. IL49,676$1.17M0.4%-53.8%0.086%
7/16/2025 Five Oceans Advisors22,447$527K0.2%+6.6%0.039%
7/15/2025 Great Oak Capital Partners LLC874,413$20.57M5.9%+6.8%1.509%
7/15/2025 Evanson Asset Management LLC157,166$3.69M0.2%+4.0%0.271%
7/15/2025 Bannerman Wealth Management Group LLC125,340$2.94M2.3%+2.3%0.216%
7/15/2025 Vannoy Advisory Group Inc.253,852$5.96M4.1%+2.1%0.438%
7/15/2025 Accurate Wealth Management LLC18,208$429K0.1%N/A0.031%
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7/15/2025 Maseco LLP4,296$101K0.0%N/A0.007%
7/15/2025 CGN Advisors LLC58,062$1.36M0.1%-18.0%0.100%
7/14/2025 Financial Harvest LLC223,532$5.24M3.9%N/A0.386%
7/14/2025 Maryland Capital Advisors Inc.146,202$3.43M1.3%+2.8%0.253%
7/14/2025 Infinity Wealth Counsel LLC38,483$903K0.9%+4.1%0.066%
7/14/2025 Sowell Financial Services LLC37,967$891K0.0%+2.6%0.066%
7/11/2025 Sprinkle Financial Consultants LLC35,653$836K0.5%+13.2%0.062%
7/11/2025 Farther Finance Advisors LLC5,707$134K0.0%+22.9%0.010%
7/11/2025 Andrews Lucia Wealth Management LLC67,867$1.59M1.0%+1.7%0.118%
7/11/2025 Rockwood Wealth Management LLC183,985$4.32M0.4%-7.2%0.320%
7/10/2025 Hurlow Wealth Management Group Inc.20,479$480K0.1%N/A0.036%
7/10/2025 Weinberger Asset Management Inc51,036$1.20M0.5%+4.9%0.089%
7/10/2025 Wealth Enhancement Advisory Services LLC109,188$2.58M0.0%+8.9%0.190%
7/10/2025 Strathmore Capital Advisors Inc.113,883$2.67M1.2%N/A0.198%
7/9/2025 Dynamic Advisor Solutions LLC395,881$9.29M0.3%+2.1%0.688%
7/8/2025 Apella Capital LLC131,176$3.08M0.1%+33.6%0.229%
7/3/2025 CPA Asset Management LLC14,068$330K0.1%+13.2%0.025%
7/2/2025 Helen Stephens Group LLC336,590$7.90M2.0%-1.9%0.590%
5/30/2025 Porter White Investment Advisors Inc.42,291$1.01M0.5%N/A0.075%
5/20/2025Focus Partners Wealth441,558$10.50M0.0%+16.2%0.788%
5/16/2025NewEdge Advisors LLC47,654$1.13M0.0%-10.0%0.086%
5/16/2025Integrated Wealth Concepts LLC131,780$3.13M0.0%-0.3%0.237%
5/16/2025 Jentner Corp18,070$430K0.1%-41.2%0.032%
5/16/2025Beaird Harris Wealth Management LLC1,732,271$41.18M3.5%+3.0%3.113%
5/16/2025Aprio Wealth Management LLC551,152$13.10M1.6%+47.9%0.990%
5/15/2025Focus Partners Advisor Solutions LLC175,694$4.18M0.1%+183.4%0.316%
5/15/2025Royal Bank of Canada25,148$598K0.0%-21.1%0.045%
5/15/2025Betterment LLC268,218$6.38M0.0%+18.0%0.482%
5/14/2025Note Advisors LLC62,816$1.49M1.2%+26.9%0.113%
5/14/2025Entrewealth LLC56,505$1.34M1.0%-3.8%0.102%
5/14/2025Northwestern Mutual Wealth Management Co.98,812$2.35M0.0%+29.8%0.178%
5/14/2025Sax Wealth Advisors LLC94,470$2.25M0.2%-8.9%0.170%
5/14/2025Kestra Advisory Services LLC59,747$1.42M0.0%-2.8%0.107%
5/14/2025Arista Wealth Management LLC11,353$270K0.1%-5.4%0.020%
5/14/2025Fidato Wealth LLC429,409$10.21M7.8%+2.8%0.772%
5/13/2025Raymond James Financial Inc.358,021$8.51M0.0%+25.1%0.643%
5/13/2025Forvis Mazars Wealth Advisors LLC174,543$4.15M0.1%-35.0%0.314%
5/13/2025American 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%
5/13/2025Ariadne Wealth Management LP73,400$1.73M0.9%+1.9%0.132%
5/13/2025HighTower 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%
5/12/2025Arcadia Wealth Management Inc.151,479$3.60M2.8%+9.2%0.272%
5/12/2025Townsquare Capital LLC12,969$308K0.0%-34.8%0.023%
5/9/2025Chicago Partners Investment Group LLC195,128$4.58M0.2%+0.8%0.351%
5/9/2025Pinney & Scofield Inc.257,186$6.11M4.4%+12.9%0.462%
5/9/2025Hemington Wealth Management475,839$11.31M1.8%+130.5%0.855%
5/9/2025Warburton Capital Management LLC64,248$1.53M1.1%+36.6%0.115%
5/9/2025Exencial 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%
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5/8/2025Elios Financial Group Inc.196,940$4.68M2.3%-0.9%0.354%
5/8/2025Tillman Hartley LLC90,452$2.15M0.6%-3.7%0.163%
5/8/2025Modera Wealth Management LLC15,065$358K0.0%-12.5%0.027%
5/8/2025Aegis 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%
5/7/2025Seneschal Advisors LLC140,614$3.34M2.9%+14.4%0.253%
5/7/2025LPL Financial LLC306,073$7.28M0.0%+2.8%0.550%
5/6/2025Grand Wealth Management LLC159,158$3.78M2.1%+11.6%0.286%
5/6/2025SpringVest Wealth Management LLC19,836$472K0.4%-13.6%0.036%
(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, 264 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 ($48.64M), Beaird Harris Wealth Management LLC ($41.18M), Bridgeworth LLC ($30.18M), RAM Investment Partners LLC ($28.99M), and Moisand Fitzgerald Tamayo LLC ($28.18M).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 248 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), Adero Partners LLC ($1.14M), Prudential Financial Inc. ($1.11M), RAM Investment Partners LLC ($985.61K), and Great Oak Capital Partners LLC ($874.41K).

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

Institutional investors have bought a total of 16,515,301 shares in the last 24 months. This purchase volume represents approximately $384.25M in transactions.

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

Of the 88 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: Savant Capital LLC ($249.78K), Forvis Mazars Wealth Advisors LLC ($204.96K), Beaird Harris Wealth Management LLC ($184.40K), Brown Financial Advisory ($179.67K), NewEdge Advisors LLC ($126.62K), Monument Group Wealth Advisors LLC ($110.83K), and Asset Planning Corporation ($110.34K).

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

Institutional investors have sold a total of 2,687,967 shares in the last 24 months. This volume of shares sold represents approximately $62.91M in transactions.



This page (NYSEARCA:DFAR) was last updated on 7/24/2025 by MarketBeat.com Staff
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