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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

254 hedge funds and large institutions have $979M invested in Dimensional US Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 109 increasing their positions, 77 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+14
Holders Change %
+5.83%
% of All Funds
3.41%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.25%
New
33
Increased
109
Reduced
77
Closed
15
Calls
$225K
Puts
–
Net Calls
+$225K
Net Calls Change
-$184K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$84.1M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
$11.8M
3
CW
Curio Wealth
Maryland
$5.34M
4
FH
Financial Harvest
Florida
$5.24M
5
Prudential Financial
Prudential Financial
New Jersey
$58.4M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$50.2M
2
BFA
Brown Financial Advisory
Alabama
$3.9M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.19M
4
AWM
Austin Wealth Management
Texas
$2.39M
5
SC
Savant Capital
Illinois
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFGO
51
Legacy Financial Group (Oklahoma)
Oklahoma
$4.74M +$60.5K +2,577 +1%
GCA
52
Gradient Capital Advisors
California
$4.64M +$163K +6,938 +4%
FPAS
53
Focus Partners Advisor Solutions
Missouri
$4.59M +$470K +20,020 +11%
PWM
54
PBMares Wealth Management
Virginia
$4.58M -$122K -5,209 -3%
EFG
55
Elios Financial Group
Ohio
$4.52M -$104K -4,453 -2%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$4.44M +$2.12M +90,466 +92%
SWGC
57
Summit Wealth Group (Colorado)
Colorado
$4.35M +$4.35M +185,618 New
RWM
58
Rockwood Wealth Management
Pennsylvania
$4.32M -$334K -14,233 -7%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$4.19M -$5.02M -213,875 -55%
AWM
60
AE Wealth Management
Kansas
$4.05M +$504K +21,484 +14%
SA
61
Seneschal Advisors
Washington
$4.04M +$742K +31,631 +22%
BFA
62
Brown Financial Advisory
Alabama
$3.9M -$7.07M -301,257 -64%
RWM
63
Ruedi Wealth Management
Illinois
$3.89M -$296K -12,603 -7%
IWS
64
Integrity Wealth Solutions
Colorado
$3.83M +$351K +14,951 +10%
AWMNY
65
Arcadia Wealth Management (New York)
New York
$3.71M +$158K +6,714 +4%
EAM
66
Evanson Asset Management
California
$3.69M +$141K +6,024 +4%
CC
67
Citrine Capital
California
$3.68M -$135K -5,754 -4%
GWM
68
Grand Wealth Management
Michigan
$3.67M -$61K -2,599 -2%
LI
69
LRI Investments
Florida
$3.48M +$2.21M +94,159 +174%
MCA
70
Maryland Capital Advisors
Maryland
$3.43M +$95K +4,050 +3%
BWA
71
BCU Wealth Advisors
Illinois
$3.24M +$380K +16,203 +13%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$3.15M -$379K -16,166 -11%
IWC
73
Integrated Wealth Concepts
Massachusetts
$3.12M +$28.5K +1,214 +0.9%
AC
74
Apella Capital
Connecticut
$3.08M +$774K +32,976 +34%
DI
75
Disciplined Investments
Oklahoma
$3.07M +$346K +14,765 +13%
1 2
3
4 5