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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

235 hedge funds and large institutions have $894M invested in Dimensional US Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 110 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+27
Holders Change %
+12.98%
% of All Funds
3.13%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.31%
New
46
Increased
110
Reduced
57
Closed
15
Calls
$44K
Puts
–
Net Calls
+$44K
Net Calls Change
+$44K

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
$25.8M
2
EP
Essential Planning
New Hampshire
$16.8M
3
RFP
Root Financial Partners
California
$22.6M
4
HighTower Advisors
HighTower Advisors
Illinois
$54.4M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$8.84M

Top Sellers

1
SC
Savant Capital
Illinois
$23.6M
2
FMWA
Forvis Mazars Wealth Advisors
Missouri
$6.25M
3
APC
Asset Planning Corporation
Tennessee
$5.21M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$448K
5
Mariner
Mariner
Kansas
$768K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAS
226
Coppell Advisory Solutions
Texas
$11.1K – – –
ACM
227
Anfield Capital Management
California
$6.47K – – –
ADL
228
Asset Dedication LLC
California
$3.1K – – –
LOIP
229
Live Oak Investment Partners
Texas
$2.26K – – –
PB
230
Pinnacle Bancorp
Nebraska
$2.09K – – –
Qube Research & Technologies (QRT)
231
Qube Research & Technologies (QRT)
United Kingdom
$2.05K -$2.33K -100 -53%
GRP
232
Global Retirement Partners
California
$1.04K +$1.04K +45 New
UBS Group
233
UBS Group
Switzerland
$721 +$721 +31 New
SIC
234
SJS Investment Consulting
Ohio
$163 – – –
Fidelity Investments
235
Fidelity Investments
Massachusetts
$163 +$140 +6 +600%
TRCT
236
Tower Research Capital (TRC)
New York
$140 – – –
Susquehanna International Group
237
Susquehanna International Group
Pennsylvania
– -$1.23M -47,830 Closed
LWM
238
Lodestone Wealth Management
Washington
– -$730K -23,716 Closed
SPC
239
Sigma Planning Corp
Michigan
– -$362K -14,117 Closed
BOSSRA
240
B.O.S.S. Retirement Advisors
Utah
– -$224K -8,723 Closed
RCAG
241
Rehmann Capital Advisory Group
Michigan
– -$215K -8,375 Closed
GHA
242
Granite Harbor Advisors
Texas
– -$213K -8,302 Closed
CA
243
Claris Advisors
Missouri
– -$204K -7,966 Closed
HGA
244
Hobbs Group Advisors
South Carolina
– -$76.9K -3,000 Closed
PG
245
Proffitt & Goodson
Tennessee
– -$31.2K -1,218 Closed
CT
246
Colonial Trust
South Carolina
– -$17.5K -681 Closed
AWM
247
Angeles Wealth Management
California
– -$5.33K -208 Closed
Bank of America
248
Bank of America
North Carolina
– -$641 -25 Closed
VAMG
249
Voisard Asset Management Group
Michigan
– -$565 -22 Closed
BAM
250
Belpointe Asset Management
Nevada
– -$319 -12 Closed
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