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
15 quarters
Holder Concentration
Across 1 13F filers · Δ vs Jun 30, 2025Top Holder
100.0%
+89.9 pts
Top 5
100.0%
+66.0 pts
Top 10
100.0%
+53.3 pts
HHI
10,000
Highly concentrated+9,676
Quarterly Activity
vs Jun 30, 2025
New
0
Increased
0
Decreased
1
Sold Out
198
Unchanged
0
Holder count:
-198
Institutional value:
-99.8%
Shares held:
-99.9%
Top Buyers
vs Jun 30, 2025No qualifying movers this quarter.
Top Sellers
vs Jun 30, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | −5,897 | 48,626 |
Top New Positions
vs Jun 30, 2025No new positions this quarter.
Top Sold-Out Positions
vs Jun 30, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large Focus Partners Wealth | 3,586,771 | $84,145,647 | |
| Large PRUDENTIAL FINANCIAL INC | 2,489,800 | $58,410,708 | |
| Large HighTower Advisors, LLC | 2,140,208 | $50,209,279 | |
| Small Elwood & Goetz Wealth Advisory Group, LLC | 2,073,367 | $48,641,189 | |
| Small Beaird Harris Wealth Management, LLC | 1,788,642 | $41,961,541 |
| 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 |