DFAR icon

Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

186 hedge funds and large institutions have $608M invested in Dimensional US Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 109 increasing their positions, 46 reducing their positions, and 9 closing their positions.

Holders
186
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
2.7%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
16
Increased
109
Reduced
46
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AP
1
Adero Partners
California
$44.6M
2
EWA
2
Exencial Wealth Advisors
Oklahoma
$9.54M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$40.5M
4
GOCP
4
Great Oak Capital Partners
Massachusetts
$11.6M
5
HSG
5
Helen Stephens Group
Texas
$5.93M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$2.57M
2
AWM
2
Arista Wealth Management
Nevada
$1.46M
3
AFS
3
Annapolis Financial Services
Maryland
$408K
4
SC
4
Savant Capital
Illinois
$5.2M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$5.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
FW
26
FirstPurpose Wealth
Utah
$6.19M +$447K +20,907 +8%
HSG
27
Helen Stephens Group
Texas
$5.93M +$2.02M +90,175 +52%
SFA
28
Sequoia Financial Advisors
Ohio
$5.91M +$533K +23,844 +10%
OFA
29
Onyx Financial Advisors
Idaho
$5.72M +$1.35M +60,351 +31%
AWM
30
Austin Wealth Management
Texas
$5.43M -$544K -25,008 -9%
VAG
31
Vannoy Advisory Group
Texas
$5.36M +$16.9K +754 +0.3%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$5.31M -$1.29M -57,654 -20%
SC
33
Savant Capital
Illinois
$5.2M -$1.43M -64,090 -22%
NA
34
NewEdge Advisors
Louisiana
$5.1M +$444K +19,860 +10%
LPL Financial
35
LPL Financial
California
$4.96M +$46.3K +2,069 +0.9%
DAS
36
Dynamic Advisor Solutions
Arizona
$4.67M +$427K +19,088 +10%
RWM
37
Rockwood Wealth Management
Pennsylvania
$4.65M +$127K +5,690 +3%
CCM
38
Carlson Capital Management
Minnesota
$4.41M -$763K -34,124 -15%
BSW
39
Buckingham Strategic Wealth
Missouri
$4.31M +$1.34M +59,970 +45%
RWM
40
Ruedi Wealth Management
Illinois
$3.97M +$3.74K +167 +0.1%
OA
41
Oceanside Advisors
South Carolina
$3.87M +$128K +5,736 +3%
GCA
42
Gradient Capital Advisors
California
$3.7M +$141K +6,286 +4%
SWA
43
Sax Wealth Advisors
New Jersey
$3.67M -$247K -11,030 -6%
PWM
44
PBMares Wealth Management
Virginia
$3.59M +$672K +30,048 +23%
DF
45
DecisionPoint Financial
Arizona
$3.57M +$990K +47,695 +38%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$3.48M +$178K +7,940 +5%
EAM
47
Evanson Asset Management
California
$3.48M +$558K +24,934 +19%
Mariner
48
Mariner
Kansas
$3.42M +$67.5K +3,018 +2%
Betterment LLC
49
Betterment LLC
New York
$3.35M +$1.12M +50,235 +50%
LFGO
50
Legacy Financial Group (Oklahoma)
Oklahoma
$3.28M +$519K +23,211 +19%
1
2
3 4 5