DFAR Institutional Ownership
Dimensional US Real Estate ETF
1W: -1.4%
1M: -6.5%
3M: -8.3%
YTD: +5.3%
1Y: +2.8%
3Y: +34.5%
$24.15
+0.11 (+0.46%)
Weekly Expected Move ±1.3%
$24
$24
$24
$24
$25
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Top Institutional Holders (309 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 3,575,590 | $86M | -228,027 | -6.0% | 7Q | SEC ↗ |
| 2 | HighTower Advisors, LLC | 2,694,868 | $65M | +119,390 | +4.6% | 16Q | SEC ↗ |
| 3 | Elwood & Goetz Wealth Advisory Group, | 2,529,398 | $61M | +153,777 | +6.5% | 16Q | SEC ↗ |
| 4 | PRUDENTIAL FINANCIAL INC | 2,200,725 | $53M | -253,975 | -10.3% | 6Q | SEC ↗ |
| 5 | Root Financial Partners, LLC | 2,117,477 | $51M | +208,208 | +10.9% | 13Q | SEC ↗ |
| 6 | Vise Technologies, Inc. | 1,696,565 | $41M | — | +0.0% | 3Q | SEC ↗ |
| 7 | Moisand Fitzgerald Tamayo, LLC | 1,444,596 | $35M | +86,016 | +6.3% | 14Q | SEC ↗ |
| 8 | RAM Investment Partners, LLC | 1,427,781 | $34M | +72,383 | +5.3% | 14Q | SEC ↗ |
| 9 | TWO SIGMA INVESTMENTS, LP | 1,326,000 | $32M | +633,300 | +91.4% | 2Q | SEC ↗ |
| 10 | GREAT OAK CAPITAL PARTNERS, LLC | 1,055,675 | $25M | +50,120 | +5.0% | 10Q | SEC ↗ |
| 11 | Rather & Kittrell, Inc. | 1,004,907 | $24M | -4,787 | -0.5% | 16Q | SEC ↗ |
| 12 | Beacon Pointe Advisors, LLC | 928,339 | $22M | +75,406 | +8.8% | 16Q | SEC ↗ |
| 13 | Savant Capital, LLC | 712,926 | $17M | -245,861 | -25.6% | 11Q | SEC ↗ |
| 14 | Sequoia Financial Advisors, LLC | 706,829 | $17M | +19,342 | +2.8% | 13Q | SEC ↗ |
| 15 | Wealth Dimensions Group, Ltd. | 703,935 | $17M | +55,113 | +8.5% | 14Q | SEC ↗ |
| 16 | Burton Enright Welch | 698,117 | $17M | +23,138 | +3.4% | 17Q | SEC ↗ |
| 17 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 694,952 | $17M | -54,805 | -7.3% | 16Q | SEC ↗ |
| 18 | United Wealth Management, LLC | 594,705 | $14M | +70,685 | +13.5% | 6Q | SEC ↗ |
| 19 | Fidato Wealth LLC | 532,481 | $13M | +9,064 | +1.7% | 10Q | SEC ↗ |
| 20 | EXENCIAL WEALTH ADVISORS, LLC | 514,719 | $12M | +25,091 | +5.1% | 10Q | SEC ↗ |
| 21 | Pathstone Holdings, LLC | 509,846 | $12M | -95,227 | -15.7% | 10Q | SEC ↗ |
| 22 | Core Wealth Management, Inc. | 485,351 | $12M | +7,454 | +1.6% | 14Q | SEC ↗ |
| 23 | LRI Investments, LLC | 462,365 | $11M | +109,578 | +31.1% | 5Q | SEC ↗ |
| 24 | RAYMOND JAMES FINANCIAL INC | 458,322 | $11M | +55,096 | +13.7% | 6Q | SEC ↗ |
| 25 | JACKSON THORNTON WEALTH MANAGEMENT, LL | 455,801 | $11M | +27,411 | +6.4% | 8Q | SEC ↗ |
| 26 | Concurrent Investment Advisors, LLC NEW | 446,859 | $11M | — | +0.0% | 1Q | SEC ↗ |
| 27 | PINNEY & SCOFIELD, INC. | 431,323 | $10M | +57,931 | +15.5% | 6Q | SEC ↗ |
| 28 | Focus Partners Advisor Solutions, LLC | 428,799 | $10M | +331,456 | +340.5% | 7Q | SEC ↗ |
| 29 | SATOVSKY ASSET MANAGEMENT LLC | 428,038 | $10M | +5,391 | +1.3% | 16Q | SEC ↗ |
| 30 | North Berkeley Wealth Management, LLC | 421,217 | $10M | +253,820 | +151.6% | 2Q | SEC ↗ |
| 31 | Beaird Harris Wealth Management, LLC | 417,511 | $10M | -104,423 | -20.0% | 17Q | SEC ↗ |
| 32 | Onyx Financial Advisors, LLC | 413,239 | $10M | +39,190 | +10.5% | 14Q | SEC ↗ |
| 33 | Forum Financial Management, LP | 401,108 | $10M | +397 | +0.1% | 16Q | SEC ↗ |
| 34 | Aspen Wealth Management LLC | 389,654 | $9M | +12,116 | +3.2% | 15Q | SEC ↗ |
| 35 | Apella Capital, LLC | 388,192 | $9M | +226,509 | +140.1% | 9Q | SEC ↗ |
| 36 | LPL Financial LLC | 382,140 | $9M | -41,637 | -9.8% | 14Q | SEC ↗ |
| 37 | Betterment LLC | 381,693 | $9M | +27,251 | +7.7% | 14Q | SEC ↗ |
| 38 | Pillar Financial Advisors, LLC | 353,086 | $9M | +40,193 | +12.8% | 6Q | SEC ↗ |
| 39 | Crestmont Private Wealth LLC | 339,149 | $8M | +8,862 | +2.7% | 10Q | SEC ↗ |
| 40 | Straight Path Wealth Management | 322,096 | $8M | +33,655 | +11.7% | 16Q | SEC ↗ |
| 41 | Dynamic Advisor Solutions LLC | 314,590 | $8M | +11,610 | +3.8% | 14Q | SEC ↗ |
| 42 | Financial Harvest, LLC | 294,265 | $7M | +24,628 | +9.1% | 4Q | SEC ↗ |
| 43 | Private Advisor Group, LLC | 293,827 | $7M | +16,666 | +6.0% | 10Q | SEC ↗ |
| 44 | CURIO WEALTH, LLC | 284,799 | $7M | +16,829 | +6.3% | 6Q | SEC ↗ |
| 45 | Vannoy Advisory Group, Inc. | 282,335 | $7M | +4,247 | +1.5% | 10Q | SEC ↗ |
| 46 | AWM CAPITAL, LLC | 265,232 | $6M | +10,242 | +4.0% | 7Q | SEC ↗ |
| 47 | Pinnacle Financial Group, LLC / IL | 258,048 | $6M | -1,294 | -0.5% | 13Q | SEC ↗ |
| 48 | Stokes Family Office, LLC | 246,494 | $6M | -16,416 | -6.2% | 5Q | SEC ↗ |
| 49 | Oceanside Advisors LLC | 235,198 | $6M | +12,996 | +5.8% | 10Q | SEC ↗ |
| 50 | Chicago Partners Investment Group LLC | 218,658 | $5M | +5,390 | +2.5% | 17Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Concurrent Investment Advisors, LLC | 446,859 | $11M |
| GK Wealth Management LLC | 88,063 | $2M |
| MONETA GROUP INVESTMENT ADVISORS LL | 74,277 | $2M |
| TFO Wealth Partners, LLC | 51,819 | $1M |
| Arkadios Wealth Advisors | 36,471 | $881K |
| Virtu Financial LLC | 31,443 | $759K |
| GEN Financial Management, INC. | 21,966 | $530K |
| TWO SIGMA SECURITIES, LLC | 19,758 | $477K |
| Cerity Partners LLC | 19,232 | $464K |
| StoneX Group Inc. | 16,046 | $388K |
| Balefire, LLC | 14,606 | $353K |
| Cypress Point Wealth Management, LL | 13,100 | $316K |
| Sanchez Levi Garrett | 12,348 | $298K |
| Opus Financial Solutions LLC | 10,695 | $258K |
| Wealthcare Advisory Partners LLC | 9,442 | $228K |
| CLARIS ADVISORS, LLC / MO | 8,713 | $210K |
| Partners in Financial Planning | 8,517 | $206K |
| Steward Partners Investment Advisor | 5,008 | $121K |
| 3 FACTOR INDEXING, LLC | 4,959 | $120K |
| Ashton Thomas Private Wealth, LLC | 3,024 | $73K |
Sold Out (17)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Orion Porfolio Solutions, LLC | 196,935 | $5M |
| Bridgewater Advisors Inc. | 177,918 | $4M |
| Brown Financial Advisory | 119,825 | $3M |
| Quadrature Capital Ltd | 60,091 | $1M |
| Diversify Advisory Services, LLC | 24,425 | $590K |
| Pioneer Wealth Management Group | 24,176 | $584K |
| Accurate Wealth Management, LLC | 18,617 | $450K |
| CPA Asset Management Group, LLC | 14,454 | $349K |
| Magnolia Private Wealth, LLC | 10,540 | $255K |
| Smartleaf Asset Management LLC | 10,232 | $247K |
| McMill Wealth Management | 10,179 | $246K |
| UBS Group AG | 3,430 | $83K |
| EQ WEALTH ADVISORS, LLC | 3,365 | $81K |
| BRIDGE GENERATIONS WEALTH MANAGEMEN | 2,867 | $69K |
| OAKWORTH CAPITAL, INC. | 1,663 | $40K |
| BESSEMER GROUP INC | 356 | $9K |
| Triumph Capital Management | 24 | $1K |