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Dimensional US Real Estate ETF (DFAR) Institutional Ownership

Dimensional US Real Estate ETF logo
$24.26 +0.20 (+0.83%)
Closing price 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)
191
Total
Institutional Inflows
(last 12 months)
$275.14M
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$85.20M
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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
9/23/2026Envestnet Asset Management Inc.174,214$4.56M0.0%+2.4%0.258%
9/9/2026Tortoise Investment Management LLC24,047$629K0.0%+29.7%0.036%
9/9/2026Sequoia Financial Advisors LLC757,577$19.82M0.1%+7.2%1.136%
9/9/2026NorthRock Partners LLC11,589$303K0.0%N/A0.017%
9/9/2026Integrated Wealth Concepts LLC153,121$4.01M0.0%+2.5%0.230%
9/9/2026NewEdge Advisors LLC50,701$1.33M0.0%+30.8%0.076%
9/9/2026XY Planning Network Inc.21,770$570K0.1%N/A0.033%
9/8/2026Allworth Financial LP98,751$2.58M0.0%-4.1%0.148%
8/27/2026Corient Private Wealth LP48,626$1.27M0.0%-2.9%0.073%
8/23/2026Straight Path Wealth Management329,831$8.63M2.0%+2.4%0.494%
8/23/2026Andrews Lucia Wealth Management LLC107,609$2.82M1.5%+16.3%0.161%
8/23/2026Bayshore Asset Management LLC10,881$285K0.1%-22.1%0.016%
8/23/2026Beaird Harris Wealth Management LLC258,386$6.76M0.4%-38.1%0.387%
8/22/2026Noble Wealth Partners LLC10,490$274K0.2%N/A0.016%
8/22/2026Concurrent Investment Advisors LLC469,889$12.29M0.1%+5.2%0.704%
8/21/2026Greenspring Advisors LLC27,747$726K0.0%+10.1%0.042%
7/10/2026Wealthcare Advisory Partners LLC11,252$294K0.0%+19.2%0.017%
7/9/2026Sax Wealth Advisors LLC82,585$2.16M0.1%+230.2%0.125%
7/8/2026Beaird Harris Wealth Management LLC258,386$6.76M0.4%-38.1%0.391%
7/8/20263 Factor Indexing LLC6,138$161K0.1%+23.8%0.009%
7/8/2026Sprinkle Financial Consultants LLC55,756$1.46M0.6%+2.1%0.084%
7/8/2026Factor Wealth Management LTD56,579$1.48M0.2%-17.4%0.086%
7/8/2026DWR Wealth Management LLC106,535$2.84M2.1%+21.0%0.161%
7/8/2026Bannerman Wealth Management Group LLC164,429$4.30M2.5%+4.2%0.249%
7/8/2026Apella Capital LLC386,053$10.29M0.1%-0.6%0.585%
7/8/2026Evanson Financial LLC162,029$4.24M0.2%N/A0.245%
7/7/2026Dynamic Advisor Solutions LLC308,340$8.07M0.2%-2.0%0.466%
7/7/2026CGN Advisors LLC63,090$1.65M0.1%+1.3%0.095%
6/3/2026DBK Financial Counsel LLC28,043$663K0.5%+8.8%0.043%
6/3/2026NewEdge Advisors LLC38,772$917K0.0%-8.4%0.059%
5/19/2026NewEdge Advisors LLC38,772$917K0.0%-8.4%0.059%
5/19/2026Arkadios Wealth Advisors36,471$863K0.0%N/A0.056%
5/18/2026Royal Bank of Canada25,577$605K0.0%-8.7%0.039%
5/16/2026Quantinno Capital Management LP24,652$583K0.0%+23.8%0.038%
5/15/2026Cardiff Park Advisors LLC21,984$520K0.0%+13.6%0.034%
5/15/2026Broadhurst Jeffrey B66,719$1.58M1.6%N/A0.102%
5/14/2026CLG LLC17,138$405K0.1%-2.3%0.026%
5/14/2026Sei Investments Co.37,169$879K0.0%+32.9%0.057%
5/8/2026PNC Financial Services Group Inc.6,060$143K0.0%+18.1%0.009%
5/8/2026JMG Financial Group Ltd.69,444$1.64M0.0%+3.9%0.106%
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5/7/2026Balefire LLC14,606$345K0.1%N/A0.022%
5/6/2026Sterling Financial Planning Inc.50,188$1.19M0.4%+5.2%0.077%
5/5/2026Financial Harvest LLC294,265$6.96M4.1%+9.1%0.449%
5/5/2026Ferguson Johnson Wealth Management Inc86,500$2.05M1.7%+7.9%0.132%
5/5/2026D.A. Davidson & CO.11,807$279K0.0%+20.4%0.018%
5/5/2026Sanctuary Advisors LLC52,460$1.24M0.0%-3.6%0.080%
5/4/2026Summit Wealth Group LLC110,103$2.60M0.6%+4.4%0.168%
5/4/2026Integrity Wealth Solutions LLC209,225$4.95M1.9%+7.3%0.319%
5/4/2026Chicago Partners Investment Group LLC218,658$5.50M0.1%+2.5%0.333%
5/4/2026Ruedi Wealth Management Inc.169,097$4.00M1.0%+2.3%0.258%
5/2/2026Strategic Wealth Advisors LLC181,322$4.29M3.4%+9.3%0.276%
5/2/2026Diversify Wealth Management LLC198,989$5.05M0.1%+6.0%0.303%
5/1/2026Fifth Third Bancorp1,178$28K0.0%N/A0.002%
5/1/2026Warburton Capital Management LLC159,795$3.96M1.9%+30.0%0.244%
5/1/2026Sequoia Financial Advisors LLC706,829$16.72M0.1%+2.8%1.077%
4/30/2026Kestra Advisory Services LLC52,510$1.24M0.0%+3.0%0.080%
4/30/2026Austin Asset Management Co Inc21,000$497K0.1%-7.1%0.032%
4/30/2026Greenwood Capital Associates LLC42,171$997K0.1%+36.5%0.064%
4/29/2026Rockwood Wealth Management LLC162,987$3.86M0.3%-2.3%0.248%
4/29/2026Jackson Thornton Wealth Management LLC455,801$11.35M1.0%+6.4%0.695%
4/29/2026Core Wealth Management Inc.485,351$11.48M3.5%+1.6%0.740%
4/29/2026Oceanside Advisors LLC235,198$5.56M3.2%+5.8%0.359%
4/27/2026Arcadia Wealth Management LLC51,573$1.22M0.4%-4.7%0.079%
4/27/2026Private Advisor Group LLC293,827$6.95M0.0%+6.0%0.448%
4/25/2026Keybank National Association OH12,128$287K0.0%-13.6%0.018%
4/24/2026Root Financial Partners LLC2,117,477$50.08M2.3%+10.9%3.218%
4/24/2026Squire Investment Management Company LLC136,191$3.22M0.9%+14.5%0.207%
4/24/2026Johnson Wealth Management LLC126,343$2.99M1.4%+5.1%0.192%
4/23/2026Forum Financial Management LP401,108$9.49M0.1%+0.1%0.610%
4/23/2026Dupree Financial Group LLC13,497$319K0.1%-3.9%0.021%
4/23/2026Guardian Wealth Management LLC42,066$995K0.3%-7.7%0.064%
4/23/2026Apollon Wealth Management LLC59,200$1.40M0.0%-8.9%0.090%
4/22/2026First Financial Group Corp66,787$1.58M1.3%-0.9%0.102%
4/22/2026Hurlow Wealth Management Group Inc.163,937$3.88M0.9%+27.8%0.249%
4/22/2026Vannoy Advisory Group Inc.282,335$6.68M4.2%+1.5%0.429%
4/22/2026Citrine Capital LLC186,754$4.42M1.9%+4.0%0.284%
4/22/2026Yoder Wealth Management Inc.19,948$472K0.2%+2.6%0.030%
4/21/2026RCS Financial Planning LLC68,418$1.62M0.8%-0.7%0.104%
4/21/2026BCU Wealth Advisors LLC170,039$4.02M1.5%-1.3%0.258%
4/20/2026Factor Wealth Management LTD68,474$1.62M0.3%-13.0%0.104%
4/20/2026Blue Trust Inc.10,428$247K0.0%+4.6%0.016%
4/20/2026Apella Capital LLC388,192$10.01M0.2%+140.1%0.590%
4/17/2026AdvisorNet Financial Inc3,614$85K0.0%+34.4%0.005%
4/16/2026Sprinkle Financial Consultants LLC54,632$1.29M0.6%+49.8%0.083%
4/16/2026JDH Wealth Management LLC10,174$241K0.2%-15.3%0.015%
3/12/2026Nalls Sherbakoff Group LLC13,188$302K0.2%N/A0.021%
3/9/2026Corient Private Wealth LLC50,050$1.15M0.0%+4.7%0.078%
2/27/2026Strategic Investment Solutions Inc. IL34,522$791K0.2%-16.9%0.054%
2/23/2026Beaird Harris Wealth Management LLC521,934$11.95M0.8%-51.7%0.814%
2/23/2026McMill Wealth Management10,179$233K0.1%+13.8%0.016%
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2/20/2026Capstone Wealth Management Inc.17,437$397K0.3%N/A0.027%
2/19/2026Professional Financial Solutions LLC ADV137,730$3.15M3.0%N/A0.215%
2/19/2026Aznar Financial Advisors LLC49,529$1.13M1.1%N/A0.077%
2/19/2026Corient Private Wealth LLC49,791$1.14M0.0%+4.2%0.078%
2/18/2026Note Advisors LLC91,782$2.17M1.0%+6.6%0.143%
2/18/2026Mercer Global Advisors Inc. ADV64,317$1.47M0.0%-34.9%0.100%
2/18/2026Beacon Pointe Advisors LLC852,933$19.53M0.1%+131.5%1.331%
2/18/2026NewEdge Advisors LLC42,343$970K0.0%-5.9%0.066%
2/18/2026Stokes Family Office LLC262,910$6.02M0.6%+1.7%0.410%
2/18/2026Quadrature Capital Ltd60,091$1.38M0.0%N/A0.094%


DFAR Institutional Ownership - Frequently Asked Questions

During the previous two years, 304 institutional investors and hedge funds held shares of Dimensional US Real Estate ETF. The most heavily invested institutionals were Focus Partners Wealth ($87.11M), Adero Partners LLC ($74.43M), HighTower Advisors LLC ($58.98M), Prudential Financial Inc. ($58.41M), Elwood & Goetz Wealth Advisory Group LLC ($54.41M), Root Financial Partners LLC ($50.08M), and Vise Technologies Inc. ($38.85M).Learn more on Dimensional US Real Estate ETF's institutional investors.

Of the 267 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: Vise Technologies Inc. ($1.70M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($1.50M), Root Financial Partners LLC ($1.42M), Prudential Financial Inc. ($1.25M), HighTower Advisors LLC ($833.78K), Burton Enright Welch ($674.98K), and Essential Planning LLC. ($666.80K).

Institutional investors have bought a total of 11,795,551 shares in the last 24 months. This purchase volume represents approximately $275.14M in transactions.

Of the 82 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: Beaird Harris Wealth Management LLC ($1.58M), Aprio Wealth Management LLC ($546.58K), Bridgewater Advisors Inc. ($382.76K), Dynamic Advisor Solutions LLC ($116.57K), Focus Partners Advisor Solutions LLC ($98.37K), DecisionPoint Financial LLC ($55.31K), and Atria Investments Inc ($54.13K).

Institutional investors have sold a total of 3,598,213 shares in the last 24 months. This volume of shares sold represents approximately $85.20M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:DFAR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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