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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

145 hedge funds and large institutions have $459M invested in Dimensional US Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 86 increasing their positions, 30 reducing their positions, and 11 closing their positions.

Holders
145
Holders Change
+6
Holders Change %
+4.32%
% of All Funds
2.31%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.19%
New
18
Increased
86
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$32M
2
SC
2
Savant Capital
Illinois
$7.89M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$2.32M
4
Mariner
4
Mariner
Kansas
$2.18M
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$10.9M

Top Sellers

1
ASI
1
Advisory Services & Investments
Oregon
$0
2
HighTower Advisors
2
HighTower Advisors
Illinois
$23.3M
3
LPL Financial
3
LPL Financial
California
$2.88M
4
W
4
WPWealth
Texas
$2.3M
5
FFM
5
Forum Financial Management
Illinois
$8.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPWM
51
Straight Path Wealth Management
Michigan
$2.08M +$243K +12,444 +13%
CPIG
52
Chicago Partners Investment Group
Illinois
$2M +$696K +37,430 +53%
AWM
53
Apollon Wealth Management
South Carolina
$1.89M +$99.6K +5,100 +6%
Corient Private Wealth
54
Corient Private Wealth
Florida
$1.85M -$62.5K -3,202 -3%
PWM
55
PBMares Wealth Management
Virginia
$1.76M +$133K +6,795 +8%
MCA
56
Maryland Capital Advisors
Maryland
$1.73M +$266K +13,630 +18%
SWA
57
Sax Wealth Advisors
New Jersey
$1.6M +$676K +34,628 +73%
RFP
58
RCS Financial Planning
Maryland
$1.58M +$222K +11,385 +16%
DI
59
Disciplined Investments
Oklahoma
$1.57M +$44K +2,253 +3%
SWG
60
Summit Wealth Group
Vermont
$1.56M +$41.9K +2,148 +3%
SAG
61
SageView Advisory Group
California
$1.55M +$70.9K +3,632 +5%
CWM
62
CarsonAllaria Wealth Management
Illinois
$1.48M +$382K +19,568 +35%
Betterment LLC
63
Betterment LLC
New York
$1.41M +$635K +32,535 +82%
BSW
64
Buckingham Strategic Wealth
Missouri
$1.39M +$51.3K +2,627 +4%
THL
65
Tillman Hartley LLC
Colorado
$1.36M +$76.9K +3,939 +6%
MML Investors Services
66
MML Investors Services
Massachusetts
$1.35M +$95.8K +4,906 +8%
PFO
67
Pathstone Family Office
New Jersey
$1.25M -$46.9K -4,196 -4%
SFS
68
Sowell Financial Services
Arkansas
$1.14M +$100K +5,136 +10%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$1.12M -$374K -19,181 -25%
AC
70
Applied Capital
Arkansas
$1.1M +$91.5K +4,686 +9%
API
71
Advisor Partners II
California
$1.07M -$82.9K -4,245 -7%
HCM
72
Hutchinson Capital Management
California
$1.06M – – –
BIG
73
Builder Investment Group
Georgia
$1.03M +$280K +14,319 +37%
PA
74
PFG Advisors
Arizona
$995K +$97.1K +4,973 +11%
CA
75
CGN Advisors
Kansas
$989K +$6.68K +342 +0.7%
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3
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