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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

122 hedge funds and large institutions have $293M invested in Dimensional US Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 50 increasing their positions, 9 reducing their positions, and 9 closing their positions.

Holders
122
Holders Change
+53
Holders Change %
+76.81%
% of All Funds
1.97%
Holding in Top 10
10
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+233.33%
% of All Funds
0.16%
New
62
Increased
50
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$24.7M
2
FFM
2
Forum Financial Management
Illinois
$18.7M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$11.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$11.1M
5
RK
5
Rather & Kittrell
Tennessee
$10.3M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$303K
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$0
3
GTAM
3
Global Trust Asset Management
Florida
$1.12M
4
AP
4
Adero Partners
California
$3.43M
5
RA
5
RFG Advisory
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
Arista Wealth Management
Nevada
$1.03M +$1.03M +48,787 New
CWM
52
CarsonAllaria Wealth Management
Illinois
$1.01M +$275K +13,018 +38%
AWM
53
AE Wealth Management
Kansas
$1M +$269K +12,739 +37%
RCG
54
Resource Consulting Group
Florida
$1M +$692K +32,723 +225%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$965K +$960K +45,375 +20,257%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$949K +$949K +44,865 New
SFS
57
Sowell Financial Services
Arkansas
$928K +$500K +23,659 +117%
BSW
58
Buckingham Strategic Wealth
Missouri
$917K +$917K +43,338 New
EGWAG
59
Elwood & Goetz Wealth Advisory Group
Georgia
$911K +$544K +25,726 +148%
THL
60
Tillman Hartley LLC
Colorado
$902K +$902K +42,650 New
AA
61
Advisory Alpha
Michigan
$895K -$17.8K -842 -2%
MCA
62
Maryland Capital Advisors
Maryland
$886K +$100K +4,732 +13%
Corient Private Wealth
63
Corient Private Wealth
Florida
$881K +$881K +41,672 New
API
64
Advisor Partners II
California
$856K +$856K +40,456 New
AC
65
Applied Capital
Arkansas
$819K +$287K +13,587 +54%
AIS
66
American Investment Services
Massachusetts
$814K +$234K +11,060 +40%
DFC
67
DBK Financial Counsel
Ohio
$771K +$771K +36,455 New
JC
68
Jentner Corp
Ohio
$768K +$768K +36,310 New
EAM
69
Evanson Asset Management
California
$739K +$313K +14,822 +74%
HCM
70
Hutchinson Capital Management
California
$735K -$398K -18,805 -35%
FOA
71
Five Oceans Advisors
California
$727K +$258K +12,205 +55%
FWP
72
Firethorn Wealth Partners
Georgia
$691K +$185K +8,725 +36%
SHFA
73
SC&H Financial Advisors
Maryland
$655K +$655K +30,976 New
CCA
74
Cravens & Co Advisors
Tennessee
$566K +$566K +26,767 New
LWAC
75
Laurel Wealth Advisors (California)
California
$562K +$562K +26,562 New
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