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Dimensional US Real Estate ETF (DFAR) Institutional Ownership

Dimensional US Real Estate ETF logo
$23.66 +0.02 (+0.08%)
As of 07/3/2025 05:00 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)
180
Total
Institutional Inflows
(last 12 months)
$378.63M
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$59.29M
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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
7/3/2025CPA 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%
5/30/2025Porter 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%
5/16/2025Jentner 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%
5/13/2025Infinity 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%
5/13/2025Sterling 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%
5/9/2025Strategic Investment Solutions Inc. IL107,620$2.57M0.7%+2.1%0.193%
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%
5/8/2025Squire Investment Management Company LLC80,000$1.90M0.8%N/A0.144%
5/7/2025AWM Capital LLC98,769$2.35M0.3%-6.8%0.177%
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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%
5/6/2025Maryland Capital Advisors Inc.142,152$3.38M1.5%+4.8%0.255%
5/6/2025AE Wealth Management LLC150,987$3.59M0.0%+9.0%0.271%
5/6/2025Redwood Park Advisors LLC26,573$632K0.5%+24.9%0.048%
5/6/2025PFG Advisors81,925$1.95M0.1%+9.5%0.147%
5/5/2025Wealth Dimensions Group Ltd.478,110$11.37M2.7%+11.9%0.859%
5/5/2025Arcadia Wealth Management LLC58,006$1.38M0.7%+2.2%0.104%
5/5/2025IFP Advisors Inc10,821$257K0.0%+11.1%0.019%
5/5/2025TAGStone Capital Inc.35,860$852K0.4%+7.4%0.064%
5/5/2025Private Advisor Group LLC184,351$4.38M0.0%+160.2%0.331%
5/5/2025Gradient Capital Advisors LLC190,767$4.54M1.5%+3.6%0.343%
5/2/2025Forum Financial Management LP402,390$9.57M0.2%-0.3%0.723%
5/2/2025DecisionPoint Financial LLC191,771$4.56M1.3%+1.5%0.345%
5/2/2025Bridgewater Advisors Inc.539,518$12.49M1.1%+4.3%0.969%
5/2/2025Summit Wealth Group LLC95,975$2.28M0.7%+0.8%0.172%
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%
4/30/2025Vestia Personal Wealth Advisors60,285$1.43M1.1%+14.5%0.108%
4/30/2025Phillips Financial Management LLC601,887$14.31M1.1%+7.6%1.082%
4/30/2025TRU Independence Asset Management 2 LLC18,260$434K0.3%-28.8%0.033%
4/30/2025Allworth Financial LP69,515$1.59M0.0%+3.2%0.125%
4/30/2025Axxcess Wealth Management LLC13,937$331K0.0%N/A0.025%
4/30/2025Brown Financial Advisory467,625$11.12M6.9%-13.9%0.840%
4/30/2025Core Wealth Management Inc.447,978$10.65M4.1%-1.4%0.805%
4/29/2025U.S. Capital Wealth Advisors LLC15,188$361K0.0%-8.4%0.027%
4/29/2025Envestnet Asset Management Inc.150,495$3.58M0.0%+16.5%0.270%
4/29/2025Jackson Thornton Wealth Management LLC313,495$7.19M1.0%+7.8%0.563%
4/29/2025Sterling Financial Planning Inc.44,137$1.05M0.4%+7.2%0.079%
4/28/2025Straight Path Wealth Management206,467$4.91M2.0%+11.1%0.371%
4/28/2025Clune & Associates LTD.45,214$1.08M0.3%+14.1%0.081%
4/28/2025Physician Wealth Advisors Inc.11,978$285K0.0%+5.3%0.022%
4/25/2025Oceanside Advisors LLC199,229$4.74M3.4%+6.7%0.358%
4/25/2025Root Financial Partners LLC1,110,962$26.41M2.8%+14.5%1.996%
4/25/2025RCS Financial Planning LLC80,019$1.90M1.0%+1.2%0.144%
4/24/2025Oakworth Capital Inc.1,663$40K0.0%N/A0.003%
4/23/2025Onyx Financial Advisors LLC319,584$7.60M4.0%+8.8%0.579%
4/23/2025Sequoia Financial Advisors LLC510,780$12.14M0.1%+45.2%0.926%
4/23/2025SOL Capital Management CO20,270$482K0.1%-11.8%0.037%
4/23/2025Vannoy Advisory Group Inc.248,659$5.91M4.4%+1.4%0.451%
4/23/2025Timonier Family Office LTD.308,971$7.34M3.2%+24.1%0.560%
4/23/2025RAM Investment Partners LLC1,219,650$28.99M7.2%+1.3%2.212%
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4/23/2025Ruedi Wealth Management Inc.178,557$4.24M1.3%+7.3%0.324%
4/23/2025PBMares 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%
4/23/2025Chevy Chase Trust Holdings LLC9,953$237K0.0%+10.8%0.018%
4/23/2025Citrine Capital LLC162,449$3.86M2.4%+1.3%0.295%
4/23/2025AssuredPartners Investment Advisors LLC38,023$904K0.2%+20.9%0.069%
4/23/2025Elwood & Goetz Wealth Advisory Group LLC2,014,213$47.88M11.7%+3.3%3.652%
4/23/2025Walkner Condon Financial Advisors LLC25,474$606K0.1%-8.0%0.046%
4/23/2025Vantage Point Financial LLC57,607$1.37M0.7%+14.7%0.104%
4/23/2025EQ Wealth Advisors LLC4,970$118K0.1%N/A0.009%
(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, 263 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 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 ($819.01K).

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

Institutional investors have bought a total of 16,316,385 shares in the last 24 months. This purchase volume represents approximately $378.63M in transactions.

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

Of the 87 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), Carlson Capital Management ($117.93K), and Monument Group Wealth Advisors LLC ($110.83K).

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

Institutional investors have sold a total of 2,540,846 shares in the last 24 months. This volume of shares sold represents approximately $59.29M in transactions.


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This page (NYSEARCA:DFAR) was last updated on 7/4/2025 by MarketBeat.com Staff
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