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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

208 hedge funds and large institutions have $836M invested in Dimensional US Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 87 increasing their positions, 68 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+20
Holders Change %
+10.64%
% of All Funds
3.01%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.25%
New
28
Increased
87
Reduced
68
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$6.57M
2
RFP
2
Root Financial Partners
California
$19.2M
3
AWM
3
Aprio Wealth Management
Georgia
$7.47M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$6.36M
5
JTWM
5
Jackson Thornton Wealth Management
Alabama
$5.94M

Top Sellers

1
FMWA
1
Forvis Mazars Wealth Advisors
Missouri
$9.73M
2
SC
2
Savant Capital
Illinois
$32.4M
3
CCM
3
Carlson Capital Management
Minnesota
$2.7M
4
NA
4
NewEdge Advisors
Louisiana
$1.29M
5
BHWM
5
Beaird Harris Wealth Management
Texas
$41.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
26
Sequoia Financial Advisors
Ohio
$8.5M +$522K +20,346 +7%
APC
27
Asset Planning Corporation
Tennessee
$8.4M -$172K -6,712 -2%
DWM
28
Diversify Wealth Management
Utah
$8.38M -$41.6K -1,631 -0.5%
AWM
29
Aprio Wealth Management
Georgia
$7.47M +$3.36M +130,992 +82%
OFA
30
Onyx Financial Advisors
Idaho
$7.21M +$213K +8,326 +3%
BPA
31
Beacon Pointe Advisors
California
$7.05M +$23.1K +899 +0.3%
LPL Financial
32
LPL Financial
California
$6.99M +$261K +10,183 +4%
PFG
33
Pinnacle Financial Group
Illinois
$6.63M -$1.08M -42,042 -14%
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$6.57M +$6.57M +256,171 New
RJFSA
35
Raymond James Financial Services Advisors
Florida
$6.36M +$2.14M +83,561 +51%
VAG
36
Vannoy Advisory Group
Texas
$6.32M -$36.6K -1,427 -0.6%
AWM
37
Austin Wealth Management
Texas
$6.11M -$79.7K -3,171 -1%
JTWM
38
Jackson Thornton Wealth Management
Alabama
$5.94M +$1.96M +76,556 +49%
PWM
39
PBMares Wealth Management
Virginia
$5.59M +$791K +30,842 +16%
RWM
40
Rockwood Wealth Management
Pennsylvania
$5.55M -$160K -6,238 -3%
EAM
41
Evanson Asset Management
California
$5.47M +$531K +20,697 +11%
Betterment LLC
42
Betterment LLC
New York
$5.34M +$711K +27,718 +15%
EFG
43
Elios Financial Group
Ohio
$5.08M +$5.08M +198,133 New
CPIG
44
Chicago Partners Investment Group
Illinois
$4.79M +$25.7K +1,007 +0.5%
OA
45
Oceanside Advisors
South Carolina
$4.68M +$123K +4,780 +3%
DF
46
DecisionPoint Financial
Arizona
$4.62M -$12.5K -488 -0.3%
GCA
47
Gradient Capital Advisors
California
$4.58M +$197K +7,669 +4%
SPWM
48
Straight Path Wealth Management
Michigan
$4.55M +$220K +8,592 +5%
RWM
49
Ruedi Wealth Management
Illinois
$4.43M -$319K -12,423 -7%
HWM
50
Hemington Wealth Management
Virginia
$4.34M +$1.05M +42,361 +32%
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