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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

252 hedge funds and large institutions have $936M invested in Dimensional US Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 108 increasing their positions, 77 reducing their positions, and 15 closing their positions.

Holders
252
Holders Change
+12
Holders Change %
+5%
% of All Funds
3.38%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.26%
New
32
Increased
108
Reduced
77
Closed
15
Calls
$225K
Puts
–
Net Calls
+$225K
Net Calls Change
-$184K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$84.1M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$11.8M
3
CW
3
Curio Wealth
Maryland
$5.34M
4
FH
4
Financial Harvest
Florida
$5.24M
5
SWGC
5
Summit Wealth Group (Colorado)
Colorado
$4.35M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$50.2M
2
BFA
2
Brown Financial Advisory
Alabama
$3.9M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.19M
4
AWM
4
Austin Wealth Management
Texas
$2.39M
5
SC
5
Savant Capital
Illinois
$14.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$84.1M 3,586,771 +3,145,213 +712%
Prudential Financial
2
Prudential Financial
New Jersey
$58.4M 2,489,800 +147,000 +6%
HighTower Advisors
3
HighTower Advisors
Illinois
$50.2M 2,140,208 -405,742 -16%
EGWAG
4
Elwood & Goetz Wealth Advisory Group
Georgia
$48.6M 2,073,367 +59,154 +3%
RIP
5
RAM Investment Partners
Washington
$29.7M 1,266,475 +46,825 +4%
MFT
6
Moisand Fitzgerald Tamayo
Florida
$28.2M 1,201,241 +73,258 +6%
RFP
7
Root Financial Partners
California
$24.7M 1,054,361 -56,601 -5%
GOCP
8
Great Oak Capital Partners
Massachusetts
$20.6M 874,413 +55,403 +7%
RK
9
Rather & Kittrell
Tennessee
$20.3M 864,776 +8,623 +1%
AWM
10
Aprio Wealth Management
Georgia
$16.2M 689,784 +138,632 +25%
PFM
11
Phillips Financial Management
Indiana
$14.7M 627,239 +25,352 +4%
SFA
12
Sequoia Financial Advisors
Ohio
$14.6M 623,570 +112,790 +22%
SC
13
Savant Capital
Illinois
$14.3M 609,186 -100,715 -14%
BA
14
Bridgewater Advisors
New York
$13.4M 560,675 +21,157 +4%
WDG
15
Wealth Dimensions Group
Ohio
$12M 513,347 +35,237 +7%
Pathstone Holdings
16
Pathstone Holdings
New Jersey
$11.8M 501,427 +336,587 +204%
EWA
17
Exencial Wealth Advisors
Oklahoma
$11.4M 485,277 -7,818 -2%
UWM
18
United Wealth Management
Virginia
$11.4M 484,195 +4,428 +0.9%
FW
19
Fidato Wealth
Ohio
$10.8M 461,044 +31,635 +7%
CWM
20
Core Wealth Management
Florida
$10.7M 457,903 +9,925 +2%
HWM
21
Hemington Wealth Management
Virginia
$10.5M 448,161 -27,678 -6%
FFM
22
Forum Financial Management
Illinois
$9.44M 402,347 -43 -0%
SAM
23
Satovsky Asset Management
New York
$9.36M 398,941 +9,815 +3%
DAS
24
Dynamic Advisor Solutions
Arizona
$9.29M 395,881 +8,277 +2%
LPL Financial
25
LPL Financial
California
$9.24M 393,673 +87,600 +29%
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