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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

186 hedge funds and large institutions have $608M invested in Dimensional US Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 109 increasing their positions, 46 reducing their positions, and 9 closing their positions.

Holders
186
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
2.7%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
16
Increased
109
Reduced
46
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AP
1
Adero Partners
California
$44.6M
2
EWA
2
Exencial Wealth Advisors
Oklahoma
$9.54M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$40.5M
4
GOCP
4
Great Oak Capital Partners
Massachusetts
$11.6M
5
HSG
5
Helen Stephens Group
Texas
$5.93M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$2.57M
2
AWM
2
Arista Wealth Management
Nevada
$1.46M
3
AFS
3
Annapolis Financial Services
Maryland
$408K
4
SC
4
Savant Capital
Illinois
$5.2M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$5.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPWM
51
Straight Path Wealth Management
Michigan
$3.15M +$312K +13,953 +11%
SAM
52
Satovsky Asset Management
New York
$3.15M +$182K +8,149 +6%
GWM
53
Grand Wealth Management
Michigan
$3.05M +$448K +20,043 +17%
CPIG
54
Chicago Partners Investment Group
Illinois
$3.01M +$440K +21,039 +17%
Pathstone Holdings
55
Pathstone Holdings
New Jersey
$2.76M -$172K -7,696 -6%
MGWA
56
Monument Group Wealth Advisors
Massachusetts
$2.67M +$572K +25,587 +27%
MCA
57
Maryland Capital Advisors
Maryland
$2.58M +$137K +6,141 +6%
AWM
58
AE Wealth Management
Kansas
$2.57M -$9.71M -434,121 -79%
CWM
59
CarsonAllaria Wealth Management
Illinois
$2.43M +$430K +19,202 +21%
IWS
60
Integrity Wealth Solutions
Colorado
$2.29M +$71.3K +3,186 +3%
AWM
61
Apollon Wealth Management
South Carolina
$2.16M +$59.7K +2,667 +3%
HWM
62
Hemington Wealth Management
Virginia
$2.13M +$1.27M +56,743 +147%
WWWM
63
White Wing Wealth Management
Texas
$2.13M -$167K -7,582 -7%
JC
64
Jentner Corp
Ohio
$2.12M -$30.5K -1,364 -1%
RA
65
RFG Advisory
Alabama
$2.11M -$32.3K -1,446 -2%
DI
66
Disciplined Investments
Oklahoma
$2.07M +$103K +4,608 +5%
SWG
67
Summit Wealth Group
Vermont
$2.07M +$106K +4,746 +5%
FPCG
68
Forum Private Client Group
Indiana
$2M +$634K +28,337 +46%
SRCM
69
Signature Resources Capital Management
California
$1.93M -$76.8K -3,376 -4%
Corient Private Wealth
70
Corient Private Wealth
Florida
$1.92M -$163K -7,292 -8%
SAG
71
SageView Advisory Group
California
$1.8M +$6.51K +291 +0.4%
MML Investors Services
72
MML Investors Services
Massachusetts
$1.76M +$126K +5,613 +8%
THL
73
Tillman Hartley LLC
Colorado
$1.74M +$73.2K +3,274 +4%
GJIA
74
Glass Jacobson Investment Advisors
Maryland
$1.69M +$184K +8,232 +12%
W
75
WPWealth
Texas
$1.6M -$108K -4,821 -6%
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