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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

69 hedge funds and large institutions have $109M invested in Dimensional US Real Estate ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 34 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
69
Holders Change
+25
Holders Change %
+56.82%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
34
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BHWM
1
Beaird Harris Wealth Management
Texas
$26.3M
2
FFM
2
Forum Financial Management
Illinois
$6.39M
3
AP
3
Adero Partners
California
$4.58M
4
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$3.9M
5
SAM
5
Satovsky Asset Management
New York
$2.26M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
RIM
2
Rockbridge Investment Management
New York
$0
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$13K
4
BA
4
Bridgewater Advisors
New York
$649K
5
WWM
5
Wolff Wiese Magana
California
$271K
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
26
Drive Wealth Management
Utah
$804K 39,081 +21,750 +125%
MCA
27
Maryland Capital Advisors
Maryland
$764K 37,164 +18,851 +103%
AWM
28
AE Wealth Management
Kansas
$714K 34,736 +7,065 +26%
CWM
29
CarsonAllaria Wealth Management
Illinois
$710K 34,539 +17,506 +103%
MW
30
MBL Wealth
North Carolina
$656K 31,915 +31,915 New
BA
31
Bridgewater Advisors
New York
$649K 31,551 -2,310 -7%
DI
32
Disciplined Investments
Oklahoma
$632K 30,735 +20,041 +187%
GWM
33
Grand Wealth Management
Michigan
$618K 30,048 +12,005 +67%
AIS
34
American Investment Services
Massachusetts
$564K 27,435 +27,435 New
AC
35
Applied Capital
Arkansas
$516K 25,116 +7,283 +41%
FWP
36
Firethorn Wealth Partners
Georgia
$493K 23,965 +4,727 +25%
ALWM
37
Andrews Lucia Wealth Management
California
$488K 23,764 +23,764 New
FOA
38
Five Oceans Advisors
California
$456K 22,182 +5,085 +30%
SPWM
39
Straight Path Wealth Management
Michigan
$455K 22,124 +9,694 +78%
Citadel Advisors
40
Citadel Advisors
Florida
$437K 21,238 +21,238 New
MCM
41
Morton Capital Management
California
$418K 20,313 +20,313 New
SFS
42
Sowell Financial Services
Arkansas
$416K 20,212 +20,212 New
EAM
43
Evanson Asset Management
California
$414K 20,133 – –
EGWAG
44
Elwood & Goetz Wealth Advisory Group
Georgia
$357K 17,343 +2,408 +16%
RCG
45
Resource Consulting Group
Florida
$299K 14,567 -260 -2%
CIAS
46
CFS Investment Advisory Services
New Jersey
$296K 295,802 +295,802 New
HSG
47
Helen Stephens Group
Texas
$288K 14,019 +14,019 New
WWM
48
Wolff Wiese Magana
California
$271K 13,180 -450 -3%
CPIG
49
Chicago Partners Investment Group
Illinois
$256K 12,274 +1,269 +12%
EWA
50
Exencial Wealth Advisors
Oklahoma
$243K 11,843 +11,843 New
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