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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

139 hedge funds and large institutions have $439M invested in Dimensional US Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 87 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
139
Holders Change
+2
Holders Change %
+1.46%
% of All Funds
2.19%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
12
Increased
87
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIP
1
RAM Investment Partners
Washington
$24.5M
2
BFA
2
Brown Financial Advisory
Alabama
$13.3M
3
AWM
3
Arista Wealth Management
Nevada
$13.7M
4
B
4
Bridgeworth
Alabama
$25.9M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$27.3M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$1.68M
2
FFM
2
Forum Financial Management
Illinois
$10.9M
3
LGWM
3
Litman Gregory Wealth Management
California
$0
4
SAM
4
Satovsky Asset Management
New York
$3.03M
5
Jane Street
5
Jane Street
New York
$750K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$4.43M -$179K -8,295 -4%
AP
27
Adero Partners
California
$4.33M -$218K -10,116 -5%
BPA
28
Beacon Pointe Advisors
California
$4.31M +$984K +45,724 +30%
ASI
29
Advisory Services & Investments
Oregon
$4.17M -$706K -32,784 -14%
SFA
30
Sequoia Financial Advisors
Ohio
$4.04M +$684K +31,779 +20%
W
31
WPWealth
Texas
$3.65M -$874K -40,622 -19%
NA
32
NewEdge Advisors
Louisiana
$3.47M +$324K +15,068 +10%
JC
33
Jentner Corp
Ohio
$3.33M +$1.27M +58,999 +62%
SFG
34
Steward Financial Group
Texas
$3.27M +$914K +42,462 +39%
GCA
35
Gradient Capital Advisors
California
$3.17M +$160K +7,437 +5%
SAM
36
Satovsky Asset Management
New York
$3.03M -$4.54M -210,807 -60%
OFA
37
Onyx Financial Advisors
Idaho
$3.02M +$337K +15,637 +13%
RCG
38
Resource Consulting Group
Florida
$2.99M +$1.61M +74,615 +116%
HSG
39
Helen Stephens Group
Texas
$2.85M +$608K +28,263 +27%
RWM
40
Ruedi Wealth Management
Illinois
$2.64M +$469K +21,807 +22%
WDG
41
Wealth Dimensions Group
Ohio
$2.64M +$456K +21,172 +21%
DF
42
DecisionPoint Financial
Arizona
$2.62M +$371K +17,252 +17%
PFO
43
Pathstone Family Office
New Jersey
$2.5M +$810K +37,618 +48%
RWM
44
Rockwood Wealth Management
Pennsylvania
$2.41M +$442K +20,518 +22%
GWM
45
Grand Wealth Management
Michigan
$2.4M +$94.8K +4,405 +4%
AFS
46
Annapolis Financial Services
Maryland
$2.31M +$519K +24,103 +29%
Corient Private Wealth
47
Corient Private Wealth
Florida
$2.11M +$103K +4,791 +5%
SPWM
48
Straight Path Wealth Management
Michigan
$2.02M +$246K +11,435 +14%
AWM
49
Apollon Wealth Management
South Carolina
$1.98M -$10.8K -500 -0.5%
EAM
50
Evanson Asset Management
California
$1.83M +$642K +29,853 +54%
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