DFAR · Dimensional US Real Estate ETF ETF
$25.85
-0.15 (-0.58%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $1,272,056
Total Shares: 48,626
Institutional Ownership Trend
10 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2024Top Holder
100.0%
+52.1 pts
Top 5
100.0%
+18.2 pts
Top 10
100.0%
+4.4 pts
HHI
10,000
Highly concentrated+7,346
Quarterly Activity
vs Mar 31, 2024
New
1
Increased
0
Decreased
0
Sold Out
23
Unchanged
0
Holder count:
-22
Institutional value:
-98.5%
Shares held:
-98.7%
Top New Positions
vs Mar 31, 2024| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 48,626 | $1,272,056 |
Top Sold-Out Positions
vs Mar 31, 2024| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small Beaird Harris Wealth Management, LLC | 1,811,017 | $40,512,449 | |
| Mid Integrated Wealth Concepts LLC | 501,603 | $11,220,859 | |
| Micro Pinnacle Financial Group, LLC / IL | 296,045 | $6,622,526 | |
| Micro Austin Wealth Management, LLC | 249,566 | $5,582,791 | |
| Large MERCER GLOBAL ADVISORS INC /ADV | 237,479 | $5,312,405 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC DFAR | $1,272,056 | 100.00% | 48,626 | Shares | 2026-08-27 |