Dimensional US Real Estate

DFAR • ARCA

Dimensional US Real Estate is an exchange-traded fund on ARCA. As of Q3 2025, 253 institutional investors hold shares in this ETF, with total holdings valued at $1.0B. Colony Group, LLC is the largest holder with a position valued at $87.8M.

Overview

Overview of institutional ownership in DFAR as of Q3 2025

All Institutions

Institutions: 253
Value Held: $1.0B
Shares Held: 42.6M
Avg Position: $4.0M
Median Position: $1.0M

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in DFAR as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
C Colony Group, LLC Institution	-	$87.8M 0.14% of portfolio	3.7M shares	Q3 2024 Held for 1y 2m	$61.0B
PRUDENTIAL FINANCIAL INC Institution	Andrew F. Sullivan CEO	$59.4M 0.07% of portfolio	2.5M shares	Q4 2024 Held for 11 months	$84.1B
HighTower Advisors, LLC RIA/Wealth	Robert David Oros CEO	$56.7M 0.06% of portfolio	2.4M shares	Q2 2022 Held for 3y 5m	$87.7B
Elwood & Goetz Wealth Advisory Group, LLC RIA/Wealth	Joseph William Goetz Managing Partner	$52.4M 10.08% of portfolio	2.2M shares	Q2 2022 Held for 3y 5m	$520.3M
R Root Financial Partners, LLC RIA/Wealth	James Matthew Conole Founder	$37.7M 2.33% of portfolio	1.6M shares	Q1 2023 Held for 2y 8m	$1.6B
R RAM Investment Partners, LLC Institution	-	$31.4M 5.88% of portfolio	1.3M shares	Q4 2022 Held for 2y 11m	$533.1M
Moisand Fitzgerald Tamayo, LLC RIA/Wealth	Dennis John Hunt CCO	$30.3M 3.57% of portfolio	1.3M shares	Q4 2022 Held for 2y 11m	$848.6M
Beaird Harris Wealth Management, LLC RIA/Wealth	Anthony Paul Coniaris Chairman	$25.8M 1.83% of portfolio	1.1M shares	Q1 2022 Held for 3y 8m	$1.4B
GREAT OAK CAPITAL PARTNERS, LLC RIA/Wealth	John Russell Noonan CCO	$22.0M 5.78% of portfolio	921.0K shares	Q4 2023 Held for 1y 11m	$380.8M
Rather & Kittrell, Inc. RIA/Wealth	Lytle Alexander Rather President	$21.8M 3.82% of portfolio	913.8K shares	Q2 2022 Held for 3y 5m	$571.2M

Net Capital Flow

Institutional buying and selling activity for DFAR in Q3 2025

Traded: +$30.6M
Buyers: 149
Sellers: 78
Total Bought: +$83.1M
Total Sold: −$52.5M
Avg Position: $3.8M

Biggest Buyers

Institution	Net Bought	Current Position
R Root Financial Partners, LLC RIA/Wealth	+$12.6M +528.1K shares	$37.7M 1.6M shares
V Vise Technologies, Inc. Institution	+$10.3M +432.1K shares	$10.3M 432.1K shares
HighTower Advisors, LLC RIA/Wealth	+$5.7M +238.8K shares	$56.7M 2.4M shares
PFG Private Wealth Management, LLC RIA/Wealth	+$4.2M +174.7K shares	$4.2M 174.7K shares
Elwood & Goetz Wealth Advisory Group, LLC RIA/Wealth	+$3.0M +125.2K shares	$52.4M 2.2M shares
LRI Investments, LLC RIA/Wealth	+$2.7M +112.4K shares	$6.2M 260.7K shares
Beacon Pointe Advisors, LLC RIA/Wealth	+$2.4M +100.7K shares	$8.8M 368.5K shares
C Colony Group, LLC Institution	+$2.3M +96.1K shares	$87.8M 3.7M shares
Moisand Fitzgerald Tamayo, LLC RIA/Wealth	+$1.7M +70.6K shares	$30.3M 1.3M shares
PHILLIPS FINANCIAL MANAGEMENT, LLC RIA/Wealth	+$1.6M +68.9K shares	$16.6M 696.2K shares

Biggest Sellers

Institution	Net Sold	Current Position
Beaird Harris Wealth Management, LLC RIA/Wealth	−$16.9M −709.0K shares	$25.8M 1.1M shares
Aprio Wealth Management, LLC RIA/Wealth	−$13.0M −546.6K shares	$3.4M 143.2K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	−$4.4M −185.6K shares	Sold Off 0 shares
BANK OF AMERICA CORP /DE/ Institution	−$1.8M −76.2K shares	Sold Off 0 shares
Buckingham Strategic Partners RIA/Wealth	−$1.4M −58.1K shares	$3.3M 137.6K shares
Sterling Wealth Advisors Inc RIA/Wealth	−$1.4M −58.2K shares	Sold Off 0 shares
A ATRIA INVESTMENTS LLC Institution	−$1.3M −54.1K shares	$1.8M 73.7K shares
Savant Capital, LLC RIA/Wealth	−$1.1M −46.4K shares	$13.4M 562.8K shares
BKD Wealth Advisors, LLC RIA/Wealth	−$910.7K −38.2K shares	$2.0M 84.4K shares
DIVERSIFY WEALTH MANAGEMENT, LLC RIA/Wealth	−$780.5K −33.5K shares	$4.8M 205.4K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited DFAR in Q3 2025

New Positions: 12
New Value: $17.6M
Exited Positions: 15
Exited Value: $10.3M

New Positions

Institution	Position Value
V Vise Technologies, Inc. Institution	$10.3M 432.1K shares
PFG Private Wealth Management, LLC RIA/Wealth	$4.2M 174.7K shares
Fortress Wealth Management, Inc. RIA/Wealth	$1.3M 55.9K shares
Parkwoods Wealth Partners, LLC RIA/Wealth	$541.9K 22.7K shares
Prime Capital Investment Advisors, LLC RIA/Wealth	$421.0K 17.7K shares
Washington Trust Advisors, Inc. RIA/Wealth	$377.3K 15.8K shares
McMill Wealth Management Real Assets	$213.4K 8.9K shares
MITCHELL MCLEOD PUGH & WILLIAMS INC RIA/Wealth	$207.3K 8.8K shares
C CNB Bank Institution	$32.7K 1.4K shares
Larson Financial Group LLC RIA/Wealth	$24.8K 1.0K shares

Exited Positions

Institution	Previous Position
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$4.4M 185.6K shares
BANK OF AMERICA CORP /DE/ Institution	$1.8M 76.2K shares
Sterling Wealth Advisors Inc RIA/Wealth	$1.4M 58.2K shares
Fundamentun, LLC RIA/Wealth	$532.2K 22.7K shares
Q Quadrature Capital Ltd Institution	$527.5K 22.5K shares
T TABLEAUX LLC Institution	$321.4K 11.0K shares
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC RIA/Wealth	$265.6K 11.3K shares
$Foundation Wealth Management, LLC\PA logo$ Foundation Wealth Management, LLC\PA RIA/Wealth	$265.3K 11.3K shares
NORTHERN TRUST CORP Institution	$242.9K 10.4K shares
D D. E. Shaw & Co., Inc. Institution	$242.5K 10.3K shares

Options Activity

Institutions with the largest Call and Put options positions in DFAR as of Q3 2025

Call Positions: 1
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with DFAR as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Elwood & Goetz Wealth Advisory Group, LLC RIA/Wealth	Joseph William Goetz Managing Partner	10.08% $52.4M	2.2M shares	Q2 2022 Held for 3y 5m	$520.3M
Fidato Wealth LLC RIA/Wealth	Eric T Pucek Managing Partner	7.69% $11.7M	490.7K shares	Q4 2023 Held for 1y 11m	$152.1M
R RAM Investment Partners, LLC Institution	-	5.88% $31.4M	1.3M shares	Q4 2022 Held for 2y 11m	$533.1M
GREAT OAK CAPITAL PARTNERS, LLC RIA/Wealth	John Russell Noonan CCO	5.78% $22.0M	921.0K shares	Q4 2023 Held for 1y 11m	$380.8M
PINNEY & SCOFIELD, INC. RIA/Wealth	John Robert Goddard President	4.94% $8.0M	333.4K shares	Q4 2024 Held for 11 months	$161.0M
P Pillar Financial Advisors, LLC RIA/Wealth	Gregory Michael Curry Member	4.11% $6.5M	274.1K shares	Q4 2024 Held for 11 months	$159.2M
Vannoy Advisory Group, Inc. RIA/Wealth	Neil Ray Vannoy President	4.06% $6.2M	260.7K shares	Q4 2023 Held for 1y 11m	$153.0M
F Financial Harvest, LLC Institution	-	3.95% $5.7M	240.6K shares	Q4 2024 Held for 11 months	$145.4M
Rather & Kittrell, Inc. RIA/Wealth	Lytle Alexander Rather President	3.82% $21.8M	913.8K shares	Q2 2022 Held for 3y 5m	$571.2M
Core Wealth Management, Inc. RIA/Wealth	Todd M Schanel President	3.60% $11.2M	468.7K shares	Q4 2022 Held for 2y 11m	$310.6M