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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

69 hedge funds and large institutions have $109M invested in Dimensional US Real Estate ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 34 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
69
Holders Change
+25
Holders Change %
+56.82%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
34
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BHWM
1
Beaird Harris Wealth Management
Texas
$26.3M
2
FFM
2
Forum Financial Management
Illinois
$6.39M
3
AP
3
Adero Partners
California
$4.58M
4
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$3.9M
5
SAM
5
Satovsky Asset Management
New York
$2.26M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
RIM
2
Rockbridge Investment Management
New York
$0
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$13K
4
BA
4
Bridgewater Advisors
New York
$649K
5
WWM
5
Wolff Wiese Magana
California
$271K
Name Market Value Shares Shares
Change 		Shares
Change %
FPCG
51
Forum Private Client Group
Indiana
$221K 10,743 +10,743 New
MWM
52
Mission Wealth Management
California
$210K 10,230 +10,230 New
Osaic Holdings
53
Osaic Holdings
Arizona
$181K 8,805 +8,805 New
EWA
54
EverSource Wealth Advisors
Alabama
$119K 5,790 +5,790 New
TWA
55
TCI Wealth Advisors
Arizona
$105K 5,111 +5,111 New
AF
56
Allworth Financial
California
$93K 4,533 – –
OCM
57
Orion Capital Management
California
$93K 4,504 +2,814 +167%
AFS
58
Annapolis Financial Services
Maryland
$64K 3,111 +3,111 New
IA
59
IFP Advisors
Florida
$49K 1,963 – –
CPA
60
Cardiff Park Advisors
California
$17K 816 +3 +0.4%
IFS
61
Intelligent Financial Strategies
Minnesota
$17K 844 +3 +0.4%
UBS Group
62
UBS Group
Switzerland
$15K 718 +718 New
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$13K 651 -4,289 -87%
SIC
64
SJS Investment Consulting
Ohio
$9K 438 +438 New
AF
65
Advisornet Financial
Minnesota
$6K 302 +302 New
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$5K 224 +224 New
Simplex Trading
67
Simplex Trading
Illinois
$3K 178 +178 New
BHWM
68
Bay Harbor Wealth Management
Maryland
$2K 100 +100 New
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
– – -33,646 Closed
RIM
70
Rockbridge Investment Management
New York
– – -6,024 Closed
CFGS
71
Concourse Financial Group Securities
Alabama
– – – –
TRCT
72
Tower Research Capital (TRC)
New York
$0 6 +6 New
1 2
3