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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

254 hedge funds and large institutions have $979M invested in Dimensional US Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 109 increasing their positions, 77 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+14
Holders Change %
+5.83%
% of All Funds
3.41%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.25%
New
33
Increased
109
Reduced
77
Closed
15
Calls
$225K
Puts
–
Net Calls
+$225K
Net Calls Change
-$184K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$84.1M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
$11.8M
3
CW
Curio Wealth
Maryland
$5.34M
4
FH
Financial Harvest
Florida
$5.24M
5
Prudential Financial
Prudential Financial
New Jersey
$58.4M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$50.2M
2
BFA
Brown Financial Advisory
Alabama
$3.9M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.19M
4
AWM
Austin Wealth Management
Texas
$2.39M
5
SC
Savant Capital
Illinois
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$9.24M +$2.06M +87,600 +29%
WCWM
27
Willow Creek Wealth Management
California
$9.06M +$127K +5,412 +1%
Raymond James Financial
28
Raymond James Financial
Florida
$8.66M +$257K +10,938 +3%
JTWM
29
Jackson Thornton Wealth Management
Alabama
$8.35M +$1M +42,726 +14%
TFO
30
Timonier Family Office
North Carolina
$8.02M +$772K +32,917 +11%
HSG
31
Helen Stephens Group
Texas
$7.9M -$153K -6,505 -2%
CPW
32
Crestmont Private Wealth
Texas
$7.73M -$201K -8,558 -3%
OFA
33
Onyx Financial Advisors
Idaho
$7.55M +$51.2K +2,183 +0.7%
Betterment LLC
34
Betterment LLC
New York
$7.28M +$982K +41,875 +16%
PS
35
Pinney & Scofield
Massachusetts
$6.61M +$576K +24,561 +10%
BPA
36
Beacon Pointe Advisors
California
$6.28M -$120K -5,099 -2%
VAG
37
Vannoy Advisory Group
Texas
$5.96M +$122K +5,193 +2%
SFO
38
Stokes Family Office
Louisiana
$5.93M +$9.78K +417 +0.2%
DF
39
DecisionPoint Financial
Arizona
$5.73M +$1.21M +51,174 +27%
PFG
40
Pinnacle Financial Group
Illinois
$5.7M +$98.1K +4,182 +2%
PAG
41
Private Advisor Group
New Jersey
$5.67M +$1.34M +57,173 +31%
DWM
42
Diversify Wealth Management
Utah
$5.51M -$910K -39,488 -14%
PFA
43
Pillar Financial Advisors
Kentucky
$5.36M +$149K +6,358 +3%
CW
44
Curio Wealth
Maryland
$5.34M +$5.33M +227,138 +48,952%
SPWM
45
Straight Path Wealth Management
Michigan
$5.27M +$424K +18,091 +9%
FH
46
Financial Harvest
Florida
$5.24M +$5.24M +223,532 New
APC
47
Asset Planning Corporation
Tennessee
$5.09M +$1.62K +69 +0%
AC
48
AWM Capital
Arizona
$4.95M +$2.63M +112,274 +114%
CPIG
49
Chicago Partners Investment Group
Illinois
$4.81M +$108K +4,468 +2%
OA
50
Oceanside Advisors
South Carolina
$4.8M +$123K +5,245 +3%
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