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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

137 hedge funds and large institutions have $374M invested in Dimensional US Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 82 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+15
Holders Change %
+12.3%
% of All Funds
2.19%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.27%
New
25
Increased
82
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EGWAG
1
Elwood & Goetz Wealth Advisory Group
Georgia
$30.5M
2
B
2
Bridgeworth
Alabama
$22.6M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$10.2M
4
LGWM
4
Litman Gregory Wealth Management
California
$7.56M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$24.5M

Top Sellers

1
PFO
1
Pathstone Family Office
New Jersey
$1.69M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$16K
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$0
4
W
4
WPWealth
Texas
$4.52M
5
WP
5
WealthSource Partners
California
$391K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIG
26
Spinnaker Investment Group
California
$4.37M +$332K +15,445 +8%
AWM
27
Arista Wealth Management
Nevada
$3.98M +$2.93M +136,550 +280%
FW
28
FirstPurpose Wealth
Utah
$3.66M +$786K +36,572 +27%
SFA
29
Sequoia Financial Advisors
Ohio
$3.35M +$3.35M +155,731 New
BPA
30
Beacon Pointe Advisors
California
$3.32M +$913K +42,483 +38%
NA
31
NewEdge Advisors
Louisiana
$3.14M +$2.7M +125,638 +613%
GCA
32
Gradient Capital Advisors
California
$3.01M +$106K +4,913 +4%
RFP
33
Root Financial Partners
California
$2.8M +$2.8M +130,415 New
OFA
34
Onyx Financial Advisors
Idaho
$2.68M +$441K +20,507 +20%
SFG
35
Steward Financial Group
Texas
$2.35M +$582K +27,098 +33%
GWM
36
Grand Wealth Management
Michigan
$2.3M +$376K +17,494 +20%
DF
37
DecisionPoint Financial
Arizona
$2.25M +$149K +6,922 +7%
HSG
38
Helen Stephens Group
Texas
$2.23M +$540K +25,144 +32%
WDG
39
Wealth Dimensions Group
Ohio
$2.18M +$514K +23,908 +31%
RWM
40
Ruedi Wealth Management
Illinois
$2.17M +$127K +5,900 +6%
Jane Street
41
Jane Street
New York
$2.08M +$398K +18,499 +24%
JC
42
Jentner Corp
Ohio
$2.05M +$1.27M +59,298 +163%
Corient Private Wealth
43
Corient Private Wealth
Florida
$2M +$1.11M +51,448 +123%
AWM
44
Apollon Wealth Management
South Carolina
$1.99M +$705K +32,800 +55%
RWM
45
Rockwood Wealth Management
Pennsylvania
$1.97M +$83.8K +3,901 +4%
DWM
46
Drive Wealth Management
Utah
$1.97M +$465K +21,625 +31%
AFS
47
Annapolis Financial Services
Maryland
$1.79M +$703K +32,696 +65%
SPWM
48
Straight Path Wealth Management
Michigan
$1.77M +$221K +10,292 +14%
PFO
49
Pathstone Family Office
New Jersey
$1.69M -$23.4M -1,089,684 -93%
SAG
50
SageView Advisory Group
California
$1.62M +$61.7K +2,873 +4%
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