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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

252 hedge funds and large institutions have $936M invested in Dimensional US Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 108 increasing their positions, 77 reducing their positions, and 15 closing their positions.

Holders
252
Holders Change
+12
Holders Change %
+5%
% of All Funds
3.38%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.26%
New
32
Increased
108
Reduced
77
Closed
15
Calls
$225K
Puts
–
Net Calls
+$225K
Net Calls Change
-$184K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$84.1M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$11.8M
3
CW
3
Curio Wealth
Maryland
$5.34M
4
FH
4
Financial Harvest
Florida
$5.24M
5
SWGC
5
Summit Wealth Group (Colorado)
Colorado
$4.35M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$50.2M
2
BFA
2
Brown Financial Advisory
Alabama
$3.9M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.19M
4
AWM
4
Austin Wealth Management
Texas
$2.39M
5
SC
5
Savant Capital
Illinois
$14.3M
Name Market Value Shares Shares
Change 		Shares
Change %
GCA
51
Gradient Capital Advisors
California
$4.64M 197,705 +6,938 +4%
FPAS
52
Focus Partners Advisor Solutions
Missouri
$4.59M 195,714 +20,020 +11%
PWM
53
PBMares Wealth Management
Virginia
$4.58M 195,204 -5,209 -3%
EFG
54
Elios Financial Group
Ohio
$4.52M 192,487 -4,453 -2%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$4.44M 189,278 +90,466 +92%
SWGC
56
Summit Wealth Group (Colorado)
Colorado
$4.35M 185,618 +185,618 New
RWM
57
Rockwood Wealth Management
Pennsylvania
$4.32M 183,985 -14,233 -7%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$4.19M 178,373 -213,875 -55%
AWM
59
AE Wealth Management
Kansas
$4.05M 172,471 +21,484 +14%
SA
60
Seneschal Advisors
Washington
$4.04M 172,245 +31,631 +22%
BFA
61
Brown Financial Advisory
Alabama
$3.9M 166,368 -301,257 -64%
RWM
62
Ruedi Wealth Management
Illinois
$3.89M 165,954 -12,603 -7%
IWS
63
Integrity Wealth Solutions
Colorado
$3.83M 163,458 +14,951 +10%
AWMNY
64
Arcadia Wealth Management (New York)
New York
$3.71M 158,193 +6,714 +4%
EAM
65
Evanson Asset Management
California
$3.69M 157,166 +6,024 +4%
CC
66
Citrine Capital
California
$3.68M 156,695 -5,754 -4%
GWM
67
Grand Wealth Management
Michigan
$3.67M 156,559 -2,599 -2%
LI
68
LRI Investments
Florida
$3.48M 148,232 +94,159 +174%
MCA
69
Maryland Capital Advisors
Maryland
$3.43M 146,202 +4,050 +3%
BWA
70
BCU Wealth Advisors
Illinois
$3.24M 137,900 +16,203 +13%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$3.15M 134,329 -16,166 -11%
IWC
72
Integrated Wealth Concepts
Massachusetts
$3.12M 132,994 +1,214 +0.9%
AC
73
Apella Capital
Connecticut
$3.08M 131,176 +32,976 +34%
DI
74
Disciplined Investments
Oklahoma
$3.07M 130,756 +14,765 +13%
AI
75
Atria Investments
North Carolina
$3M 127,870 +2,917 +2%
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