DIMENSIONAL US REAL EST ETF (DFAR) Institutional Ownership Changes & 13F Activity
DIMENSIONAL US REAL EST ETF (DFAR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Elwood & Goetz Wealth Advisory Group, Llc, D. E. Shaw & Co., Inc., Moneta Group Investment Advisors Llc, Royal Bank Of Canada, and Raymond James Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +3,792 | +2.5% | 153,121 | $4.01M | Q2 2026 | Sep 09, 2026 |
| Corient Private Wealth Llc | Sell | -1,446 | -2.9% | 48,626 | $1.27M | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Buy | +1,751 | +1.0% | 184,946 | $4.84M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +8,322 | +0.9% | 936,661 | $24.50M | Q2 2026 | Aug 18, 2026 |
| Jdm Financial Group Llc | Buy | +350 | — | 350 | $9.16K | Q2 2026 | Aug 18, 2026 |
| Orion Capital Management Llc | Buy | +1 | +0.1% | 719 | $18.81K | Q2 2026 | Aug 18, 2026 |
| Sanchez Levi Garrett | Buy | +1,347 | +10.9% | 13,695 | $358.26K | Q2 2026 | Aug 17, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +306,311 | +1751.4% | 323,800 | $8.47M | Q2 2026 | Aug 14, 2026 |
| Moneta Group Investment Advisors Llc | Buy | +258,088 | +347.5% | 332,365 | $8.69M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +58,941 | +230.4% | 84,518 | $2.21M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -37,507 | -8.2% | 420,815 | $11.01M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +25,221 | +26.5% | 120,455 | $3.15M | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +23,588 | +6.2% | 405,281 | $10.60M | Q2 2026 | Aug 14, 2026 |
| Note Advisors, Llc | Buy | +18,547 | +19.4% | 114,242 | $2.99M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +13,724 | — | 13,724 | $359.01K | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +11,492 | — | 11,492 | $300.00K | Q2 2026 | Aug 14, 2026 |
| Two Sigma Securities, Llc | Sell | -11,274 | -57.1% | 8,484 | $221.94K | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, Llc | Buy | +8,640 | — | 8,640 | $226.02K | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Buy | +7,620 | — | 7,620 | $199.34K | Q2 2026 | Aug 14, 2026 |
| Cardiff Park Advisors, Llc | Buy | +6,334 | +28.8% | 28,318 | $740.81K | Q2 2026 | Aug 14, 2026 |
| Sei Investments Co | Buy | +5,513 | +14.8% | 42,682 | $1.12M | Q2 2026 | Aug 14, 2026 |
| Seneschal Advisors, Llc | Buy | +3,223 | +1.5% | 216,478 | $5.66M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +2,187 | +489.3% | 2,634 | $70.43K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +1,576 | +4.2% | 39,441 | $1.03M | Q2 2026 | Aug 14, 2026 |
| Entrewealth, Llc | Sell | -538 | -2.0% | 26,223 | $694.12K | Q2 2026 | Aug 14, 2026 |
| Vantage Point Financial Llc | Sell | -460 | -0.9% | 50,540 | $1.32M | Q2 2026 | Aug 14, 2026 |
| Elevate Wealth Advisory, Inc | Sell | -331 | -1.9% | 16,869 | $441.29K | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, Llc | Sell | -290 | -2.6% | 10,825 | $283.18K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +20 | +0.1% | 19,252 | $504.01K | Q2 2026 | Aug 14, 2026 |
| Elwood & Goetz Wealth Advisory Group, Llc | Sell | -734,130 | -29.0% | 1,795,268 | $46.96M | Q2 2026 | Aug 13, 2026 |
Frequently asked questions about DFAR activity
Which institutional owners are buying DFAR?
Institutional owners buying DFAR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DFAR activity?
"Buy" means an investor increased their reported position in DFAR compared to the prior reporting period. This reflects growing exposure to DIMENSIONAL US REAL EST ETF (DFAR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DFAR increasing?
Institutional interest in DFAR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.