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Dimensional US Real Estate ETF (DFAR) Institutional Ownership

Dimensional US Real Estate ETF logo
$26.48 -0.03 (-0.11%)
As of 08/21/2026 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)
188
Total
Institutional Inflows
(last 12 months)
$273.00M
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$87.37M
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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
8/23/2026 Straight Path Wealth Management329,831$8.63M2.0%+2.4%0.494%
8/23/2026 Andrews Lucia Wealth Management LLC107,609$2.82M1.5%+16.3%0.161%
8/23/2026 Bayshore Asset Management LLC10,881$285K0.1%-22.1%0.016%
8/23/2026 Beaird Harris Wealth Management LLC258,386$6.76M0.4%-38.1%0.387%
8/22/2026 Noble Wealth Partners LLC10,490$274K0.2%N/A0.016%
8/22/2026 Concurrent Investment Advisors LLC469,889$12.29M0.1%+5.2%0.704%
8/21/2026 Greenspring Advisors LLC27,747$726K0.0%+10.1%0.042%
7/10/2026 Wealthcare Advisory Partners LLC11,252$294K0.0%+19.2%0.017%
7/9/2026 Sax Wealth Advisors LLC82,585$2.16M0.1%+230.2%0.125%
7/8/2026 Beaird Harris Wealth Management LLC258,386$6.76M0.4%-38.1%0.391%
7/8/2026 3 Factor Indexing LLC6,138$161K0.1%+23.8%0.009%
7/8/2026 Sprinkle Financial Consultants LLC55,756$1.46M0.6%+2.1%0.084%
7/8/2026 Factor Wealth Management LTD56,579$1.48M0.2%-17.4%0.086%
7/8/2026 DWR Wealth Management LLC106,535$2.84M2.1%+21.0%0.161%
7/8/2026 Bannerman Wealth Management Group LLC164,429$4.30M2.5%+4.2%0.249%
7/8/2026 Apella Capital LLC386,053$10.29M0.1%-0.6%0.585%
7/8/2026 Evanson Financial LLC162,029$4.24M0.2%N/A0.245%
7/7/2026 Dynamic Advisor Solutions LLC308,340$8.07M0.2%-2.0%0.466%
7/7/2026 CGN Advisors LLC63,090$1.65M0.1%+1.3%0.095%
6/3/2026 DBK Financial Counsel LLC28,043$663K0.5%+8.8%0.043%
6/3/2026 NewEdge Advisors LLC38,772$917K0.0%-8.4%0.059%
5/19/2026 NewEdge Advisors LLC38,772$917K0.0%-8.4%0.059%
5/19/2026 Arkadios Wealth Advisors36,471$863K0.0%N/A0.056%
5/18/2026 Royal Bank of Canada25,577$605K0.0%-8.7%0.039%
5/16/2026 Quantinno Capital Management LP24,652$583K0.0%+23.8%0.038%
5/15/2026 Cardiff Park Advisors LLC21,984$520K0.0%+13.6%0.034%
5/15/2026 Broadhurst Jeffrey B66,719$1.58M1.6%N/A0.102%
5/14/2026 CLG LLC17,138$405K0.1%-2.3%0.026%
5/14/2026 Sei Investments Co.37,169$879K0.0%+32.9%0.057%
5/8/2026 PNC Financial Services Group Inc.6,060$143K0.0%+18.1%0.009%
5/8/2026 JMG Financial Group Ltd.69,444$1.64M0.0%+3.9%0.106%
5/7/2026 Balefire LLC14,606$345K0.1%N/A0.022%
5/6/2026 Sterling Financial Planning Inc.50,188$1.19M0.4%+5.2%0.077%
5/5/2026 Financial Harvest LLC294,265$6.96M4.1%+9.1%0.449%
5/5/2026 Ferguson Johnson Wealth Management Inc86,500$2.05M1.7%+7.9%0.132%
5/5/2026 D.A. Davidson & CO.11,807$279K0.0%+20.4%0.018%
5/5/2026 Sanctuary Advisors LLC52,460$1.24M0.0%-3.6%0.080%
5/4/2026 Summit Wealth Group LLC110,103$2.60M0.6%+4.4%0.168%
5/4/2026 Integrity Wealth Solutions LLC209,225$4.95M1.9%+7.3%0.319%
5/4/2026 Chicago Partners Investment Group LLC218,658$5.50M0.1%+2.5%0.333%
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5/4/2026 Ruedi Wealth Management Inc.169,097$4.00M1.0%+2.3%0.258%
5/2/2026 Strategic Wealth Advisors LLC181,322$4.29M3.4%+9.3%0.276%
5/2/2026 Diversify Wealth Management LLC198,989$5.05M0.1%+6.0%0.303%
5/1/2026 Fifth Third Bancorp1,178$28K0.0%N/A0.002%
5/1/2026 Warburton Capital Management LLC159,795$3.96M1.9%+30.0%0.244%
5/1/2026 Sequoia Financial Advisors LLC706,829$16.72M0.1%+2.8%1.077%
4/30/2026 Kestra Advisory Services LLC52,510$1.24M0.0%+3.0%0.080%
4/30/2026 Austin Asset Management Co Inc21,000$497K0.1%-7.1%0.032%
4/30/2026 Greenwood Capital Associates LLC42,171$997K0.1%+36.5%0.064%
4/29/2026 Rockwood Wealth Management LLC162,987$3.86M0.3%-2.3%0.248%
4/29/2026 Jackson Thornton Wealth Management LLC455,801$11.35M1.0%+6.4%0.695%
4/29/2026 Core Wealth Management Inc.485,351$11.48M3.5%+1.6%0.740%
4/29/2026 Oceanside Advisors LLC235,198$5.56M3.2%+5.8%0.359%
4/27/2026 Arcadia Wealth Management LLC51,573$1.22M0.4%-4.7%0.079%
4/27/2026 Private Advisor Group LLC293,827$6.95M0.0%+6.0%0.448%
4/25/2026 Keybank National Association OH12,128$287K0.0%-13.6%0.018%
4/24/2026 Root Financial Partners LLC2,117,477$50.08M2.3%+10.9%3.218%
4/24/2026 Squire Investment Management Company LLC136,191$3.22M0.9%+14.5%0.207%
4/24/2026 Johnson Wealth Management LLC126,343$2.99M1.4%+5.1%0.192%
4/23/2026 Forum Financial Management LP401,108$9.49M0.1%+0.1%0.610%
4/23/2026 Dupree Financial Group LLC13,497$319K0.1%-3.9%0.021%
4/23/2026 Guardian Wealth Management LLC42,066$995K0.3%-7.7%0.064%
4/23/2026 Apollon Wealth Management LLC59,200$1.40M0.0%-8.9%0.090%
4/22/2026 First Financial Group Corp66,787$1.58M1.3%-0.9%0.102%
4/22/2026 Hurlow Wealth Management Group Inc.163,937$3.88M0.9%+27.8%0.249%
4/22/2026 Vannoy Advisory Group Inc.282,335$6.68M4.2%+1.5%0.429%
4/22/2026 Citrine Capital LLC186,754$4.42M1.9%+4.0%0.284%
4/22/2026 Yoder Wealth Management Inc.19,948$472K0.2%+2.6%0.030%
4/21/2026 RCS Financial Planning LLC68,418$1.62M0.8%-0.7%0.104%
4/21/2026 BCU Wealth Advisors LLC170,039$4.02M1.5%-1.3%0.258%
4/20/2026 Factor Wealth Management LTD68,474$1.62M0.3%-13.0%0.104%
4/20/2026 Blue Trust Inc.10,428$247K0.0%+4.6%0.016%
4/20/2026 Apella Capital LLC388,192$10.01M0.2%+140.1%0.590%
4/17/2026 AdvisorNet Financial Inc3,614$85K0.0%+34.4%0.005%
4/16/2026 Sprinkle Financial Consultants LLC54,632$1.29M0.6%+49.8%0.083%
4/16/2026 JDH Wealth Management LLC10,174$241K0.2%-15.3%0.015%
3/12/2026 Nalls Sherbakoff Group LLC13,188$302K0.2%N/A0.021%
3/9/2026 Corient Private Wealth LLC50,050$1.15M0.0%+4.7%0.078%
2/27/2026 Strategic Investment Solutions Inc. IL34,522$791K0.2%-16.9%0.054%
2/23/2026 Beaird Harris Wealth Management LLC521,934$11.95M0.8%-51.7%0.814%
2/23/2026 McMill Wealth Management10,179$233K0.1%+13.8%0.016%
2/20/2026 Capstone Wealth Management Inc.17,437$397K0.3%N/A0.027%
2/19/2026 Professional Financial Solutions LLC ADV137,730$3.15M3.0%N/A0.215%
2/19/2026Aznar Financial Advisors LLC49,529$1.13M1.1%N/A0.077%
2/19/2026 Corient Private Wealth LLC49,791$1.14M0.0%+4.2%0.078%
2/18/2026 Note Advisors LLC91,782$2.17M1.0%+6.6%0.143%
2/18/2026 Mercer Global Advisors Inc. ADV64,317$1.47M0.0%-34.9%0.100%
2/18/2026 Beacon Pointe Advisors LLC852,933$19.53M0.1%+131.5%1.331%
2/18/2026 NewEdge Advisors LLC42,343$970K0.0%-5.9%0.066%
2/18/2026 Stokes Family Office LLC262,910$6.02M0.6%+1.7%0.410%
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2/18/2026 Quadrature Capital Ltd60,091$1.38M0.0%N/A0.094%
2/18/2026 Ballast Financial Advisors LLC46,597$1.07M1.1%N/A0.073%
2/17/2026 Redwood Park Advisors LLC58,843$1.35M0.9%+79.9%0.092%
2/17/2026 Cardiff Park Advisors LLC19,356$443K0.0%-12.0%0.030%
2/17/2026 Hurlow Wealth Management Group Inc.128,312$2.94M0.7%+64.7%0.200%
2/17/2026 AWM Capital LLC254,990$5.84M0.5%+4.4%0.398%
2/17/2026 Osaic Holdings Inc.86,316$1.98M0.0%+8.2%0.135%
2/17/2026 Private Advisor Group LLC277,161$6.35M0.0%+22.8%0.432%
2/17/2026 Donalies Financial Planning LLC9,920$227K0.2%N/A0.015%
2/17/2026 Royal Bank of Canada28,022$641K0.0%-18.1%0.044%


DFAR Institutional Ownership - Frequently Asked Questions

During the previous two years, 302 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 265 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 11,716,785 shares in the last 24 months. This purchase volume represents approximately $273.00M 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), Osaic Holdings Inc. ($67.17K), and DecisionPoint Financial LLC ($55.31K).

Institutional investors have sold a total of 3,691,362 shares in the last 24 months. This volume of shares sold represents approximately $87.37M 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 8/23/2026. New 13F filings are added each quarter as they're published.
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