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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

145 hedge funds and large institutions have $459M invested in Dimensional US Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 86 increasing their positions, 30 reducing their positions, and 11 closing their positions.

Holders
145
Holders Change
+6
Holders Change %
+4.32%
% of All Funds
2.31%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.19%
New
18
Increased
86
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$32M
2
SC
2
Savant Capital
Illinois
$7.89M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$2.32M
4
Mariner
4
Mariner
Kansas
$2.18M
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$10.9M

Top Sellers

1
ASI
1
Advisory Services & Investments
Oregon
$0
2
HighTower Advisors
2
HighTower Advisors
Illinois
$23.3M
3
LPL Financial
3
LPL Financial
California
$2.88M
4
W
4
WPWealth
Texas
$2.3M
5
FFM
5
Forum Financial Management
Illinois
$8.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
26
Beacon Pointe Advisors
California
$4.74M +$834K +42,707 +21%
FW
27
FirstPurpose Wealth
Utah
$4.64M +$460K +23,541 +11%
SIG
28
Spinnaker Investment Group
California
$4.32M +$109K +5,580 +3%
SFA
29
Sequoia Financial Advisors
Ohio
$4.12M +$459K +23,534 +13%
JC
30
Jentner Corp
Ohio
$3.86M +$839K +43,003 +28%
SFG
31
Steward Financial Group
Texas
$3.8M +$834K +42,729 +28%
AP
32
Adero Partners
California
$3.64M -$289K -14,795 -7%
OFA
33
Onyx Financial Advisors
Idaho
$3.29M +$552K +28,274 +20%
WDG
34
Wealth Dimensions Group
Ohio
$3.28M +$881K +45,158 +37%
NA
35
NewEdge Advisors
Louisiana
$3.24M +$95.4K +4,888 +3%
DAS
36
Dynamic Advisor Solutions
Arizona
$3.16M +$1.51M +77,341 +92%
GCA
37
Gradient Capital Advisors
California
$3.09M +$214K +10,971 +7%
RCG
38
Resource Consulting Group
Florida
$2.9M +$194K +9,958 +7%
HSG
39
Helen Stephens Group
Texas
$2.9M +$319K +16,357 +12%
LPL Financial
40
LPL Financial
California
$2.88M -$1.14M -58,253 -28%
RWM
41
Ruedi Wealth Management
Illinois
$2.88M +$481K +24,627 +20%
SAM
42
Satovsky Asset Management
New York
$2.6M -$148K -7,607 -5%
AFS
43
Annapolis Financial Services
Maryland
$2.44M +$342K +17,524 +16%
DF
44
DecisionPoint Financial
Arizona
$2.36M -$16.7K -856 -0.7%
RWM
45
Rockwood Wealth Management
Pennsylvania
$2.33M +$140K +7,192 +6%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$2.32M +$2.32M +118,698 New
GWM
47
Grand Wealth Management
Michigan
$2.3M +$131K +6,695 +6%
W
48
WPWealth
Texas
$2.3M -$1.02M -52,062 -31%
EAM
49
Evanson Asset Management
California
$2.24M +$579K +29,687 +35%
Mariner
50
Mariner
Kansas
$2.18M +$2.18M +111,896 New
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