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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

122 hedge funds and large institutions have $293M invested in Dimensional US Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 50 increasing their positions, 9 reducing their positions, and 9 closing their positions.

Holders
122
Holders Change
+53
Holders Change %
+76.81%
% of All Funds
1.97%
Holding in Top 10
10
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+233.33%
% of All Funds
0.16%
New
62
Increased
50
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$24.7M
2
FFM
2
Forum Financial Management
Illinois
$18.7M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$11.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$11.1M
5
RK
5
Rather & Kittrell
Tennessee
$10.3M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$303K
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$0
3
GTAM
3
Global Trust Asset Management
Florida
$1.12M
4
AP
4
Adero Partners
California
$3.43M
5
RA
5
RFG Advisory
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FW
26
FirstPurpose Wealth
Utah
$2.83M +$2.83M +133,589 New
BPA
27
Beacon Pointe Advisors
California
$2.37M +$971K +45,911 +70%
OFA
28
Onyx Financial Advisors
Idaho
$2.21M +$2.21M +104,326 New
DF
29
DecisionPoint Financial
Arizona
$2.06M +$2.06M +97,586 New
RWM
30
Ruedi Wealth Management
Illinois
$2.04M +$2.04M +95,126 New
GWM
31
Grand Wealth Management
Michigan
$1.89M +$1.26M +59,393 +198%
RWM
32
Rockwood Wealth Management
Pennsylvania
$1.86M +$733K +34,646 +65%
SFG
33
Steward Financial Group
Texas
$1.74M +$854K +40,366 +96%
HSG
34
Helen Stephens Group
Texas
$1.67M +$1.37M +64,807 +462%
Jane Street
35
Jane Street
New York
$1.66M -$98.3K -4,649 -6%
WDG
36
Wealth Dimensions Group
Ohio
$1.64M +$1.64M +77,641 New
PWM
37
PBMares Wealth Management
Virginia
$1.57M +$1.57M +74,196 New
SAG
38
SageView Advisory Group
California
$1.53M +$1.53M +72,351 New
SPWM
39
Straight Path Wealth Management
Michigan
$1.53M +$1.06M +50,098 +226%
DWM
40
Drive Wealth Management
Utah
$1.48M +$653K +30,882 +79%
SIS
41
Strategic Investment Solutions
Illinois
$1.45M +$1.45M +60,454 New
Osaic Holdings
42
Osaic Holdings
Arizona
$1.37M +$1.18M +55,921 +635%
AWM
43
Apollon Wealth Management
South Carolina
$1.26M +$1.26M +59,600 New
MML Investors Services
44
MML Investors Services
Massachusetts
$1.21M +$1.21M +57,298 New
DI
45
Disciplined Investments
Oklahoma
$1.18M +$526K +24,873 +81%
RFP
46
RCS Financial Planning
Maryland
$1.18M +$1.18M +55,583 New
WP
47
WealthSource Partners
California
$1.12M +$1.12M +52,994 New
GTAM
48
Global Trust Asset Management
Florida
$1.12M -$1.44M -68,012 -56%
AFS
49
Annapolis Financial Services
Maryland
$1.07M +$1M +47,462 +1,526%
MFT
50
Moisand Fitzgerald Tamayo
Florida
$1.07M +$1.07M +50,511 New
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