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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

240 hedge funds and large institutions have $958M invested in Dimensional US Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 115 increasing their positions, 69 reducing their positions, and 11 closing their positions.

Holders
240
Holders Change
+5
Holders Change %
+2.13%
% of All Funds
3.26%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.27%
New
21
Increased
115
Reduced
69
Closed
11
Calls
$647K
Puts
$238K
Net Calls
+$409K
Net Calls Change
+$365K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$55.7M
2
HWM
2
Hemington Wealth Management
Virginia
$11.3M
3
SFO
3
Stokes Family Office
Louisiana
$6M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$60.5M
5
AWM
5
Aprio Wealth Management
Georgia
$13.1M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$4.93M
2
EP
2
Essential Planning
New Hampshire
$208K
3
SC
3
Savant Capital
Illinois
$16.9M
4
FH
4
Financial Harvest
Florida
$0
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$4.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
26
Satovsky Asset Management
New York
$9.25M +$26.4K +1,109 +0.3%
DAS
27
Dynamic Advisor Solutions
Arizona
$9.21M +$293K +12,345 +3%
WCWM
28
Willow Creek Wealth Management
California
$9.05M -$1.5M -63,160 -14%
Raymond James Financial
29
Raymond James Financial
Florida
$8.51M +$1.71M +71,816 +25%
HSG
30
Helen Stephens Group
Texas
$8.16M +$341K +14,337 +4%
CPW
31
Crestmont Private Wealth
Texas
$8.03M -$616K -25,915 -7%
OFA
32
Onyx Financial Advisors
Idaho
$7.6M +$617K +25,950 +9%
TFO
33
Timonier Family Office
North Carolina
$7.34M +$1.43M +60,050 +24%
LPL Financial
34
LPL Financial
California
$7.28M +$197K +8,305 +3%
JTWM
35
Jackson Thornton Wealth Management
Alabama
$7.19M +$521K +22,729 +8%
BPA
36
Beacon Pointe Advisors
California
$6.49M -$18.9K -797 -0.3%
DWM
37
Diversify Wealth Management
Utah
$6.45M -$1.06M -45,863 -14%
Betterment LLC
38
Betterment LLC
New York
$6.38M +$971K +40,865 +18%
PS
39
Pinney & Scofield
Massachusetts
$6.11M +$698K +29,381 +13%
SFO
40
Stokes Family Office
Louisiana
$6M +$6M +252,496 New
VAG
41
Vannoy Advisory Group
Texas
$5.91M +$82.1K +3,453 +1%
PFG
42
Pinnacle Financial Group
Illinois
$5.68M -$18.1K -763 -0.3%
PFA
43
Pillar Financial Advisors
Kentucky
$5.28M +$389K +16,356 +8%
APC
44
Asset Planning Corporation
Tennessee
$5.15M -$171K -7,191 -3%
AWM
45
Austin Wealth Management
Texas
$5.01M -$352K -15,369 -7%
CW
46
Curio Wealth
Maryland
$4.93M -$2.2B -207,105 -100%
SPWM
47
Straight Path Wealth Management
Michigan
$4.91M +$489K +20,554 +11%
PWM
48
PBMares Wealth Management
Virginia
$4.76M -$596K -25,073 -11%
LFGO
49
Legacy Financial Group (Oklahoma)
Oklahoma
$4.74M +$294K +12,378 +7%
OA
50
Oceanside Advisors
South Carolina
$4.74M +$296K +12,456 +7%
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