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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

240 hedge funds and large institutions have $958M invested in Dimensional US Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 115 increasing their positions, 69 reducing their positions, and 11 closing their positions.

Holders
240
Holders Change
+5
Holders Change %
+2.13%
% of All Funds
3.26%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.27%
New
21
Increased
115
Reduced
69
Closed
11
Calls
$647K
Puts
$238K
Net Calls
+$409K
Net Calls Change
+$365K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$55.7M
2
HWM
2
Hemington Wealth Management
Virginia
$11.3M
3
SFO
3
Stokes Family Office
Louisiana
$6M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$60.5M
5
AWM
5
Aprio Wealth Management
Georgia
$13.1M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$4.93M
2
EP
2
Essential Planning
New Hampshire
$208K
3
SC
3
Savant Capital
Illinois
$16.9M
4
FH
4
Financial Harvest
Florida
$0
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$4.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
51
Rockwood Wealth Management
Pennsylvania
$4.71M -$93.5K -3,934 -2%
EFG
52
Elios Financial Group
Ohio
$4.68M -$43.7K -1,840 -0.9%
CPIG
53
Chicago Partners Investment Group
Illinois
$4.58M +$37.8K +1,609 +0.8%
DF
54
DecisionPoint Financial
Arizona
$4.56M +$69.5K +2,922 +2%
GCA
55
Gradient Capital Advisors
California
$4.53M +$157K +6,602 +4%
PAG
56
Private Advisor Group
New Jersey
$4.38M +$2.7M +113,491 +160%
RWM
57
Ruedi Wealth Management
Illinois
$4.24M +$287K +12,089 +7%
FPAS
58
Focus Partners Advisor Solutions
Missouri
$4.18M +$2.7M +113,702 +183%
FMWA
59
Forvis Mazars Wealth Advisors
Missouri
$4.15M -$2.24M -94,071 -35%
Pathstone Holdings
60
Pathstone Holdings
New Jersey
$3.92M +$866K +36,425 +28%
CC
61
Citrine Capital
California
$3.86M +$48.8K +2,052 +1%
GWM
62
Grand Wealth Management
Michigan
$3.78M +$392K +16,503 +12%
AWMNY
63
Arcadia Wealth Management (New York)
New York
$3.6M +$303K +12,748 +9%
EAM
64
Evanson Asset Management
California
$3.59M -$1.66M -69,752 -32%
AWM
65
AE Wealth Management
Kansas
$3.59M +$298K +12,521 +9%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$3.58M +$506K +21,297 +16%
IWS
67
Integrity Wealth Solutions
Colorado
$3.53M +$313K +13,182 +10%
MCA
68
Maryland Capital Advisors
Maryland
$3.38M +$155K +6,539 +5%
SA
69
Seneschal Advisors
Washington
$3.34M +$422K +17,752 +14%
IWC
70
Integrated Wealth Concepts
Massachusetts
$3.13M -$10.9K -460 -0.3%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$3.02M +$166K +7,000 +6%
AI
72
Atria Investments
North Carolina
$2.97M -$95.2K -4,006 -3%
BWMG
73
Bannerman Wealth Management Group
Texas
$2.91M +$138K +5,823 +5%
BWA
74
BCU Wealth Advisors
Illinois
$2.89M +$296K +12,448 +11%
CWM
75
CarsonAllaria Wealth Management
Illinois
$2.83M +$3.99K +168 +0.1%
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