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Dimensional US Real Estate ETF (DFAR) Institutional Ownership

Dimensional US Real Estate ETF logo
$26.53 +0.16 (+0.61%)
As of 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)
207
Total
Institutional Inflows
(last 12 months)
$326.80M
Number of
Institutional Sellers
(last 12 months)
106
Total
Institutional Outflows
(last 12 months)
$109.63M
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Skip Chart & View Institutional Buying and Selling Data

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
7/10/2026 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%
6/3/2026DBK 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%
5/7/2026 Balefire 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%
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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%
4/20/2026 Factor Wealth Management LTD68,474$1.62M0.3%-13.0%0.104%
4/20/2026Blue Trust Inc.10,428$247K0.0%+4.6%0.016%
4/20/2026 Apella Capital LLC388,192$10.01M0.2%+140.1%0.590%
4/17/2026AdvisorNet Financial Inc3,614$85K0.0%+34.4%0.005%
4/16/2026 Sprinkle Financial Consultants LLC54,632$1.29M0.6%+49.8%0.083%
4/16/2026JDH 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%
2/27/2026 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%
2/23/2026McMill Wealth Management10,179$233K0.1%+13.8%0.016%
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%
2/18/2026Ballast Financial Advisors LLC46,597$1.07M1.1%N/A0.073%
2/17/2026Redwood Park Advisors LLC58,843$1.35M0.9%+79.9%0.092%
2/17/2026Cardiff Park Advisors LLC19,356$443K0.0%-12.0%0.030%
2/17/2026Hurlow Wealth Management Group Inc.128,312$2.94M0.7%+64.7%0.200%
2/17/2026AWM Capital LLC254,990$5.84M0.5%+4.4%0.398%
2/17/2026Osaic Holdings Inc.86,316$1.98M0.0%+8.2%0.135%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
2/17/2026Private Advisor Group LLC277,161$6.35M0.0%+22.8%0.432%
2/17/2026Donalies Financial Planning LLC9,920$227K0.2%N/A0.015%
2/17/2026Royal Bank of Canada28,022$641K0.0%-18.1%0.044%
2/16/2026Seneschal Advisors LLC200,775$4.60M3.4%+5.5%0.313%
2/16/2026Satovsky Asset Management LLC422,647$9.68M1.9%+2.3%0.659%
2/16/2026MML Investors Services LLC125,094$2.87M0.0%+6.6%0.195%
2/16/2026Mariner LLC15,490$355K0.0%-57.7%0.024%
2/16/2026Focus Partners Wealth3,803,617$87.11M0.1%+3.3%5.934%
2/16/2026Ariadne Wealth Management LP46,502$1.15M0.5%-36.7%0.073%
2/13/2026Kestra Advisory Services LLC50,981$1.17M0.0%-8.5%0.080%


DFAR Institutional Ownership - Frequently Asked Questions

During the previous two years, 306 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 268 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), Savant Capital LLC ($1.56M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($1.50M), Root Financial Partners LLC ($1.42M), Prudential Financial Inc. ($1.25M), Adero Partners LLC ($1.14M), and HighTower Advisors LLC ($833.78K).

Institutional investors have bought a total of 14,016,465 shares in the last 24 months. This purchase volume represents approximately $326.80M in transactions.

Of the 106 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 ($1.43M), Aprio Wealth Management LLC ($546.58K), Bridgewater Advisors Inc. ($382.76K), Brown Financial Advisory ($347.80K), Savant Capital LLC ($147.08K), Austin Wealth Management LLC ($142.76K), and Dynamic Advisor Solutions LLC ($116.57K).

Institutional investors have sold a total of 4,658,869 shares in the last 24 months. This volume of shares sold represents approximately $109.63M in transactions.


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This page (NYSEARCA:DFAR) was last updated on 7/13/2026 by MarketBeat.com Staff.
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