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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

188 hedge funds and large institutions have $704M invested in Dimensional US Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 99 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+2
Holders Change %
+1.08%
% of All Funds
2.73%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
17
Increased
99
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$30.8M
2
MFT
2
Moisand Fitzgerald Tamayo
Florida
$23.6M
3
AP
3
Adero Partners
California
$65.2M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$47.5M
5
GOCP
5
Great Oak Capital Partners
Massachusetts
$17.8M

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$3.2M
2
RS
2
Retirement Solution
Washington
$0
3
BHWM
3
Beaird Harris Wealth Management
Texas
$37.1M
4
NA
4
NewEdge Advisors
Louisiana
$2.36M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$3.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
51
Integrated Wealth Concepts
Massachusetts
$3.2M -$7.88M -356,592 -71%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$3.13M -$2.12M -95,935 -40%
Mariner
53
Mariner
Kansas
$3.01M -$369K -16,686 -11%
HWM
54
Hemington Wealth Management
Virginia
$2.94M +$836K +37,836 +40%
AWM
55
AE Wealth Management
Kansas
$2.76M +$212K +9,594 +8%
MCA
56
Maryland Capital Advisors
Maryland
$2.63M +$80.9K +3,660 +3%
CWM
57
CarsonAllaria Wealth Management
Illinois
$2.54M +$140K +6,322 +6%
SWA
58
Sax Wealth Advisors
New Jersey
$2.53M -$1.1M -49,824 -30%
GWM
59
Grand Wealth Management
Michigan
$2.43M -$578K -26,148 -19%
IWS
60
Integrity Wealth Solutions
Colorado
$2.37M +$106K +4,774 +5%
NA
61
NewEdge Advisors
Louisiana
$2.36M -$2.68M -121,347 -53%
SIS
62
Strategic Investment Solutions
Illinois
$2.22M +$2.22M +93,778 New
RFP
63
RCS Financial Planning
Maryland
$2.18M +$682K +30,872 +46%
FPCG
64
Forum Private Client Group
Indiana
$2.13M +$155K +7,007 +8%
SWG
65
Summit Wealth Group
Vermont
$2.13M +$84.1K +3,807 +4%
RA
66
RFG Advisory
Alabama
$2.08M -$11K -497 -0.5%
Creative Planning
67
Creative Planning
Kansas
$2.04M +$1.13M +51,297 +124%
DI
68
Disciplined Investments
Oklahoma
$2.04M -$8.38K -379 -0.4%
Pathstone Holdings
69
Pathstone Holdings
New Jersey
$1.99M -$737K -33,340 -27%
THL
70
Tillman Hartley LLC
Colorado
$1.89M +$172K +7,775 +10%
MML Investors Services
71
MML Investors Services
Massachusetts
$1.88M +$137K +6,200 +8%
AWM
72
Apollon Wealth Management
South Carolina
$1.88M -$261K -11,800 -12%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$1.84M +$294K +13,301 +19%
GJIA
74
Glass Jacobson Investment Advisors
Maryland
$1.82M +$154K +6,977 +9%
Corient Private Wealth
75
Corient Private Wealth
Florida
$1.8M -$91.4K -4,137 -5%
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3
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