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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

44 hedge funds and large institutions have $303M invested in Dimensional US Real Estate ETF in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 11 increasing their positions, reducing their positions, and 3 closing their positions.

Holders
44
Holders Change
+28
Holders Change %
+175%
% of All Funds
0.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
31
Increased
11
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BHWM
1
Beaird Harris Wealth Management
Texas
$21.5M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$11.9M
3
ASI
3
Advisory Services & Investments
Oregon
$5.33M
4
GTAM
4
Global Trust Asset Management
Florida
$2.43M
5
RRC
5
Relaxing Retirement Coach
Massachusetts
$2.02M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$0
3
ADL
3
Asset Dedication LLC
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
26
Grand Wealth Management
Michigan
$417K 18,043 +15,691 +667%
AC
27
Applied Capital
Arkansas
$412K 17,833 +17,833 New
DWM
28
Drive Wealth Management
Utah
$401K 17,331 +17,331 New
FOA
29
Five Oceans Advisors
California
$395K 17,097 +17,097 New
CWM
30
CarsonAllaria Wealth Management
Illinois
$394K 17,033 +16,604 +3,870%
SAM
31
Satovsky Asset Management
New York
$346K 14,885 +14,885 New
EGWAG
32
Elwood & Goetz Wealth Advisory Group
Georgia
$345K 14,935 +14,935 New
RCG
33
Resource Consulting Group
Florida
$343K 14,827 +14,827 New
WWM
34
Wolff Wiese Magana
California
$315K 13,630 +13,630 New
SPWM
35
Straight Path Wealth Management
Michigan
$287K 12,430 +12,430 New
CPIG
36
Chicago Partners Investment Group
Illinois
$276K 11,005 +227 +2%
DI
37
Disciplined Investments
Oklahoma
$247K 10,694 +10,694 New
RIM
38
Rockbridge Investment Management
New York
$139K 6,024 +6,024 New
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$114K 4,940 +4,940 New
AF
40
Allworth Financial
California
$105K 4,533 +4,533 New
IA
41
IFP Advisors
Florida
$49K 1,963 – –
OCM
42
Orion Capital Management
California
$39K 1,690 +1,690 New
CPA
43
Cardiff Park Advisors
California
$19K 813 +813 New
IFS
44
Intelligent Financial Strategies
Minnesota
$19K 841 +841 New
Citadel Advisors
45
Citadel Advisors
Florida
– – -24,981 Closed
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
– – -21,092 Closed
ADL
47
Asset Dedication LLC
California
– – -356 Closed
CFGS
48
Concourse Financial Group Securities
Alabama
– – – –
1
2