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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

208 hedge funds and large institutions have $836M invested in Dimensional US Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 87 increasing their positions, 68 reducing their positions, and 7 closing their positions.

Holders
208
Holders Change
+20
Holders Change %
+10.64%
% of All Funds
3.01%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.25%
New
28
Increased
87
Reduced
68
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$6.57M
2
RFP
2
Root Financial Partners
California
$19.2M
3
AWM
3
Aprio Wealth Management
Georgia
$7.47M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$6.36M
5
JTWM
5
Jackson Thornton Wealth Management
Alabama
$5.94M

Top Sellers

1
FMWA
1
Forvis Mazars Wealth Advisors
Missouri
$9.73M
2
SC
2
Savant Capital
Illinois
$32.4M
3
CCM
3
Carlson Capital Management
Minnesota
$2.7M
4
NA
4
NewEdge Advisors
Louisiana
$1.29M
5
BHWM
5
Beaird Harris Wealth Management
Texas
$41.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFGO
51
Legacy Financial Group (Oklahoma)
Oklahoma
$4.06M +$160K +6,473 +4%
IWC
52
Integrated Wealth Concepts
Massachusetts
$3.72M -$897 -35 -0%
AWM
53
AE Wealth Management
Kansas
$3.47M +$276K +10,782 +9%
MCA
54
Maryland Capital Advisors
Maryland
$3.2M +$149K +5,808 +5%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$3.04M -$560K -22,000 -16%
IWS
56
Integrity Wealth Solutions
Colorado
$3M +$255K +9,945 +9%
GWM
57
Grand Wealth Management
Michigan
$2.94M +$120K +4,690 +4%
CWM
58
CarsonAllaria Wealth Management
Illinois
$2.93M -$14.2K -553 -0.5%
SWA
59
Sax Wealth Advisors
New Jersey
$2.89M -$37.6K -1,466 -1%
CCM
60
Carlson Capital Management
Minnesota
$2.7M -$2.11M -82,121 -44%
Osaic Holdings
61
Osaic Holdings
Arizona
$2.68M +$1.92M +74,893 +252%
Pathstone Holdings
62
Pathstone Holdings
New Jersey
$2.56M +$258K +10,048 +11%
DI
63
Disciplined Investments
Oklahoma
$2.55M +$188K +7,331 +8%
RFP
64
RCS Financial Planning
Maryland
$2.52M -$11.8K -462 -0.5%
Creative Planning
65
Creative Planning
Kansas
$2.43M +$54K +2,108 +2%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$2.4M +$270K +10,549 +13%
SIS
67
Strategic Investment Solutions
Illinois
$2.4M -$2.41K -94 -0.1%
BWA
68
BCU Wealth Advisors
Illinois
$2.36M +$388K +15,152 +20%
SWG
69
Summit Wealth Group
Vermont
$2.34M -$121K -4,724 -5%
THL
70
Tillman Hartley LLC
Colorado
$2.32M +$137K +5,329 +6%
GJIA
71
Glass Jacobson Investment Advisors
Maryland
$2.24M +$128K +4,989 +6%
Mariner
72
Mariner
Kansas
$2.24M -$1.25M -48,759 -36%
Corient Private Wealth
73
Corient Private Wealth
Florida
$2.24M +$148K +5,784 +7%
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$2.21M +$431K +16,793 +24%
MML Investors Services
75
MML Investors Services
Massachusetts
$2.17M -$7.62K -297 -0.3%
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