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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

188 hedge funds and large institutions have $704M invested in Dimensional US Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 99 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+2
Holders Change %
+1.08%
% of All Funds
2.73%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
17
Increased
99
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$30.8M
2
MFT
2
Moisand Fitzgerald Tamayo
Florida
$23.6M
3
AP
3
Adero Partners
California
$65.2M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$47.5M
5
GOCP
5
Great Oak Capital Partners
Massachusetts
$17.8M

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$3.2M
2
RS
2
Retirement Solution
Washington
$0
3
BHWM
3
Beaird Harris Wealth Management
Texas
$37.1M
4
NA
4
NewEdge Advisors
Louisiana
$2.36M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$3.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
APC
26
Asset Planning Corporation
Tennessee
$7.39M -$7.91K -358 -0.1%
HSG
27
Helen Stephens Group
Texas
$7.3M +$1.44M +65,037 +25%
SFA
28
Sequoia Financial Advisors
Ohio
$6.87M +$1.03M +46,668 +18%
PFG
29
Pinnacle Financial Group
Illinois
$6.65M +$103K +4,658 +2%
BPA
30
Beacon Pointe Advisors
California
$6.05M -$503K -22,757 -8%
OFA
31
Onyx Financial Advisors
Idaho
$6.03M +$381K +17,225 +7%
LPL Financial
32
LPL Financial
California
$5.8M +$901K +40,785 +18%
AWM
33
Austin Wealth Management
Texas
$5.63M -$76.2K -3,332 -1%
VAG
34
Vannoy Advisory Group
Texas
$5.48M +$184K +8,336 +3%
RWM
35
Rockwood Wealth Management
Pennsylvania
$4.92M +$327K +14,781 +7%
BSW
36
Buckingham Strategic Wealth
Missouri
$4.85M +$590K +26,713 +14%
CPIG
37
Chicago Partners Investment Group
Illinois
$4.45M +$1.02M +42,828 +30%
DF
38
DecisionPoint Financial
Arizona
$4.27M +$198K +8,373 +5%
EAM
39
Evanson Asset Management
California
$4.26M +$825K +37,312 +24%
CCM
40
Carlson Capital Management
Minnesota
$4.14M -$215K -9,732 -5%
PWM
41
PBMares Wealth Management
Virginia
$4.14M +$589K +26,642 +17%
RWM
42
Ruedi Wealth Management
Illinois
$4.09M +$167K +7,572 +4%
Betterment LLC
43
Betterment LLC
New York
$3.99M +$678K +30,661 +20%
OA
44
Oceanside Advisors
South Carolina
$3.93M +$108K +4,901 +3%
GCA
45
Gradient Capital Advisors
California
$3.78M +$125K +5,637 +3%
SPWM
46
Straight Path Wealth Management
Michigan
$3.73M +$617K +27,920 +20%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$3.63M +$193K +8,720 +6%
AWM
48
Aprio Wealth Management
Georgia
$3.54M +$3.54M +160,211 New
LFGO
49
Legacy Financial Group (Oklahoma)
Oklahoma
$3.48M +$241K +10,896 +7%
JTWM
50
Jackson Thornton Wealth Management
Alabama
$3.43M +$3.43M +154,990 New
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