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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)
148
Total
Institutional Inflows
(last 12 months)
$259.95M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$58.39M
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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
5/15/2024Beaird Harris Wealth Management LLC1,811,017$40.51M3.9%+5.1%3.954%
5/14/2024 Andrews Lucia Wealth Management LLC46,466$1.04M0.7%+5.8%0.101%
5/14/2024 Sax Wealth Advisors LLC164,198$3.67M0.4%-6.3%0.359%
5/9/2024 Forum Financial Management LP420,430$9.41M0.2%+1.2%0.918%
5/9/2024 Angeles Wealth Management LLC1,463$33K0.0%+157.1%0.003%
5/7/2024 Retirement Solution Inc.344,317$7.70M2.1%+0.4%0.752%
5/7/2024 CarsonAllaria Wealth Management Ltd.108,627$2.43M1.5%+21.5%0.237%
5/7/2024 PFG Advisors62,123$1.39M0.1%+7.7%0.136%
5/7/2024 TAGStone Capital Inc.25,383$568K0.3%+97.5%0.055%
5/7/2024 Empowered Funds LLC24,008$537K0.0%N/A0.052%
5/6/2024 Advisory Alpha LLC38,386$859K0.0%-1.5%0.084%
5/4/2024 Hemington Wealth Management95,325$2.13M0.8%+147.1%0.217%
5/3/2024 Chevy Chase Trust Holdings LLC8,984$201K0.0%N/A0.020%
5/3/2024 BCU Wealth Advisors LLC66,785$1.49M1.3%+24.6%0.152%
5/2/2024 Elevate Wealth Advisory Inc.13,299$297K0.3%+16.0%0.030%
5/1/2024 Summit Wealth Group LLC92,333$2.07M1.4%+5.4%0.210%
5/1/2024 Bridgewater Advisors Inc.508,437$11.37M1.7%-0.4%1.156%
5/1/2024 Sequoia Financial Advisors LLC264,392$5.91M0.1%+9.9%0.601%
5/1/2024 DecisionPoint Financial LLC172,149$3.57M1.4%+38.3%0.391%
4/30/2024 Lodestone Wealth Management LLC17,583$393K0.2%+8.9%0.040%
4/30/2024 JMG Financial Group Ltd.67,238$1.50M0.1%+14.9%0.153%
4/30/2024 Hutchens & Kramer Investment Management Group LLC12,748$280K0.2%-8.3%0.029%
4/30/2024 Lakeridge Wealth Management LLC18,230$408K0.3%+19.2%0.041%
4/29/2024Commonwealth Equity Services LLC353,468$7.91M0.0%+6.7%0.803%
4/29/2024 PBMares Wealth Management LLC160,500$3.59M0.9%+23.0%0.365%
4/29/2024 RAM Investment Partners LLC1,121,465$25.09M7.9%+2.9%2.549%
4/27/2024 Glass Jacobson Investment Advisors llc75,577$1.69M0.6%+12.2%0.172%
4/27/2024 Fonville Wealth Management LLC21,921$490K0.2%-4.5%0.050%
4/26/2024 RCS Financial Planning LLC67,732$1.52M0.9%-17.2%0.154%
4/26/2024 Brown Financial Advisory647,295$14.48M11.3%-4.1%1.471%
4/26/2024 Heritage Wealth Management Inc. Texas19,146$428K0.3%-4.5%0.044%
4/26/2024 Bogart Wealth LLC1,697$38K0.0%N/A0.004%
4/24/2024 Oceanside Advisors LLC173,031$3.87M3.2%+3.4%0.393%
4/24/2024 SOL Capital Management CO40,530$907K0.1%+6.3%0.092%
4/24/2024 Simplicity Wealth LLC11,951$267K0.0%N/A0.027%
4/23/2024 Satovsky Asset Management LLC140,740$3.15M0.9%+6.1%0.320%
4/23/2024 Applied Capital LLC65,861$1.47M0.9%+10.0%0.150%
4/23/2024 Raymond James Financial Services Advisors Inc.155,618$3.48M0.0%+5.4%0.354%
4/22/2024 Core Wealth Management Inc.402,228$9.00M3.9%+9.3%0.914%
4/22/2024 Arista Wealth Management LLC65,254$1.46M1.1%-82.4%0.148%
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4/22/2024 Rockwood Wealth Management LLC207,809$4.65M0.6%+2.8%0.472%
4/22/2024 Drive Wealth Management LLC26,833$600K0.2%-23.9%0.061%
4/19/2024 FORVIS Wealth Advisors LLC591,707$13.24M0.3%+1.5%1.345%
4/19/2024 Yoder Wealth Management Inc.10,135$227K0.1%-17.7%0.023%
4/18/2024 Integrity Wealth Solutions LLC102,365$2.29M1.5%+3.2%0.233%
4/18/2024 Fidato Wealth LLC370,480$8.29M7.4%+2.3%1.143%
4/17/2024 White Wing Wealth Management96,890$2.13M1.8%-7.3%0.299%
4/17/2024 Gradient Capital Advisors LLC165,466$3.70M1.4%+3.9%0.511%
4/17/2024 Annapolis Financial Services LLC18,236$408K0.1%-88.3%0.056%
4/17/2024 Physician Wealth Advisors Inc.10,251$211K0.0%N/A0.032%
4/16/2024 Moisand Fitzgerald Tamayo LLC49,665$1.11M0.2%+6.6%0.153%
4/16/2024 Firethorn Wealth Partners LLC20,775$465K0.3%-33.4%0.064%
4/16/2024 Onyx Financial Advisors LLC255,811$5.72M3.5%+30.9%0.790%
4/15/2024 Disciplined Investments LLC92,525$2.07M1.1%+5.2%0.286%
4/15/2024 Great Oak Capital Partners LLC516,955$11.56M5.1%+43.4%1.596%
4/13/2024 Evanson Asset Management LLC155,487$3.48M0.3%+19.1%0.480%
4/12/2024 Dynamic Advisor Solutions LLC208,720$4.67M0.2%+10.1%0.644%
4/12/2024 Morton Capital Management LLC CA11,588$259K0.1%-34.3%0.036%
4/12/2024 CGN Advisors LLC62,122$1.39M0.2%+1.6%0.192%
4/12/2024 Carlson Capital Management196,995$4.41M0.2%-14.8%0.608%
4/12/2024 Global Trust Asset Management LLC37,020$828K0.3%+6.9%0.114%
4/11/2024 Signature Resources Capital Management LLC84,883$1.93M1.8%-3.8%0.262%
4/11/2024 Crestmont Private Wealth LLC366,706$8.20M4.1%-6.1%1.132%
4/11/2024 Maryland Capital Advisors Inc.115,463$2.58M1.6%+5.6%0.356%
4/11/2024 RFG Advisory LLC94,453$2.11M0.1%-1.5%0.292%
4/10/2024 Apella Capital LLC20,350$452K0.0%N/A0.063%
3/6/2024 SageView Advisory Group LLC80,239$1.75M0.1%+0.8%0.248%
2/29/2024 Tortoise Investment Management LLC11,324$258K0.0%+17.3%0.035%
2/27/2024Beaird Harris Wealth Management LLC1,722,823$39.18M4.1%+3.3%5.317%
2/26/2024 Great Oak Capital Partners LLC360,480$8.20M4.4%N/A1.113%
2/23/2024 Chicago Partners Investment Group LLC123,098$2.67M0.1%+14.2%0.380%
2/21/2024Austin Wealth Management LLC274,574$5.97M1.6%-17.8%0.847%
2/20/2024Able Wealth Management LLC1,484$34K0.0%N/A0.005%
2/14/2024 Elevate Wealth Advisory Inc.11,466$261K0.2%N/A0.035%
2/14/2024 Wescott Financial Advisory Group LLC10,439$237K0.0%N/A0.032%
2/14/2024CFS Investment Advisory Services LLC15,389$350K0.1%-3.9%0.047%
2/13/2024 Exencial Wealth Advisors LLC12,466$283K0.0%N/A0.038%
2/13/2024Vawter Financial Ltd.36,288$825K0.6%+64.1%0.112%
2/13/2024 Essential Planning LLC.10,475$238K0.1%N/A0.032%
2/13/2024 Legacy Financial Group Inc.123,449$2.81M1.2%+180.0%0.381%
2/13/2024Pinnacle Financial Group LLC IL275,312$6.26M3.2%+5.8%0.850%
2/13/2024 Vannoy Advisory Group Inc.238,829$5.43M4.5%N/A0.737%
2/12/2024 American Investment Services Inc.59,531$1.35M0.3%+24.3%0.184%
2/12/2024 Sprinkle Financial Consultants LLC18,965$431K0.4%N/A0.059%
2/12/2024 Adero Partners LLC169,368$3.85M0.3%-9.1%0.523%
2/12/2024Dodds Wealth LLC17,264$393K0.2%N/A0.053%
2/9/2024 SageView Advisory Group LLC80,239$1.75M0.1%+0.8%0.248%
2/9/2024 BCU Wealth Advisors LLC53,592$1.22M1.3%N/A0.165%
2/9/2024 Frazier Financial Advisors LLC5,434$124K0.1%N/A0.017%
2/9/2024 Tillman Hartley LLC74,300$1.69M0.6%+6.7%0.229%
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2/9/2024 Wealth Dimensions Group Ltd.243,463$5.54M1.8%+45.0%0.751%
2/9/2024 Corient Private Wealth LLC92,977$2.11M0.0%-1.8%0.287%
2/9/2024 Andrews Lucia Wealth Management LLC43,930$999K0.8%+17.3%0.136%
2/8/2024 Tortoise Investment Management LLC11,644$251K0.0%+20.6%0.036%
2/8/2024 Integrity Wealth Solutions LLC99,179$2.26M1.6%N/A0.306%
2/8/2024 Beacon Pointe Advisors LLC290,018$6.60M0.1%+19.5%0.895%
2/8/2024 CarsonAllaria Wealth Management Ltd.89,425$2.03M1.5%+18.3%0.276%
2/8/2024 RCS Financial Planning LLC81,848$1.86M1.2%+0.9%0.253%
2/7/2024 Forum Financial Management LP415,482$9.45M0.2%-8.9%1.282%
2/7/2024 Hutchinson Capital Management CA50,580$1.15M0.3%-6.8%0.156%
(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, 180 institutional investors and hedge funds held shares of Dimensional US Real Estate ETF. The most heavily invested institutionals were Beaird Harris Wealth Management LLC ($40.51M), Elwood & Goetz Wealth Advisory Group LLC ($37.75M), Bridgeworth LLC ($30.18M), RAM Investment Partners LLC ($25.09M), HighTower Advisors LLC ($23.25M), Rather & Kittrell Inc. ($18.51M), and Brown Financial Advisory ($14.48M).Learn more on DFAR's institutional investors.

Which institutional investors have been buying Dimensional US Real Estate ETF stock?

Of the 172 institutional investors that purchased Dimensional US Real Estate ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Elwood & Goetz Wealth Advisory Group LLC ($1.62M), Beaird Harris Wealth Management LLC ($1.60M), Summit Wealth Group LLC ($1.38M), Modera Wealth Management LLC ($1.36M), Bridgeworth LLC ($1.33M), RAM Investment Partners LLC ($887.42K), and Forum Financial Management LP ($834.55K).

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

Institutional investors have bought a total of 28,554,634 shares in the last 24 months. This purchase volume represents approximately $611.54M in transactions.

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

Of the 56 institutional investors that sold Dimensional US Real Estate ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Arista Wealth Management LLC ($623.01K), Forum Financial Management LP ($470.22K), Satovsky Asset Management LLC ($219.10K), Carlson Capital Management ($212.29K), Spinnaker Investment Group LLC ($212.27K), Annapolis Financial Services LLC ($137.45K), and WPWealth LLP ($136.09K).

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

Institutional investors have sold a total of 2,916,972 shares in the last 24 months. This volume of shares sold represents approximately $64.12M in transactions.


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This page (NYSEARCA:DFAR) was last updated on 5/16/2024 by MarketBeat.com Staff

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