Who Owns DFAR?
Dimensional - US Real Estate ETF — Institutional Ownership & 13F Holdings
$25.31
-0.12 (-0.47%)
Market Cap
$1.7B
Shares Outstanding
60,267,165
Institutional Holders
234
Total Inst. Value
$802.3M
% of Float Held
—
QoQ Holder Change
+129
Institutional data as of Q1 2025
New Positions
81
Closed Positions
19
Increased
77
Decreased
50
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Adero Partners, LLC | $74.4M | 3,131,148 |
| 2 | HighTower Advisors, LLC | $60.5M | 2,545,950 |
| 3 | Beaird Harris Wealth Management, LLC | $41.2M | 1,732,271 |
| 4 | RAM Investment Partners, LLCNew | $29.0M | 1,219,650 |
| 5 | Moisand Fitzgerald Tamayo, LLC | $26.8M | 1,127,983 |
| 6 | Root Financial Partners, LLC | $26.4M | 1,110,962 |
| 7 | Rather & Kittrell, Inc. | $20.4M | 856,153 |
| 8 | GREAT OAK CAPITAL PARTNERS, LLCNew | $18.6M | 819,010 |
| 9 | Savant Capital, LLC | $16.9M | 709,901 |
| 10 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $14.3M | 601,887 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Adero Partners, LLC | +110K | $74.4M |
| HighTower Advisors, LLC | +208K | $60.5M |
| Beaird Harris Wealth Management, LLC | +51K | $41.2M |
| RAM Investment Partners, LLCNew | +1.2M | $29.0M |
| Moisand Fitzgerald Tamayo, LLC | +61K | $26.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Savant Capital, LLC | -302K | $16.9M |
| CURIO WEALTH, LLC | -207K | $4.9M |
| Forvis Mazars Wealth Advisors, LLC | -94K | $4.1M |
| Evanson Asset Management, LLC | -70K | $3.6M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | -46K | $6.4M |
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Frequently Asked Questions
How many institutional investors hold DFAR?
As of Q1 2025, 234 institutional investors report holding DFAR (Dimensional - US Real Estate ETF) in their 13F filings.
Which hedge fund owns the most DFAR?
The largest institutional holder of DFAR is Adero Partners, LLC with $74.4M in shares.
Are institutions buying or selling DFAR?
This quarter, 81 institutions opened new positions in DFAR and 19 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.