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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

252 hedge funds and large institutions have $936M invested in Dimensional US Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 108 increasing their positions, 77 reducing their positions, and 15 closing their positions.

Holders
252
Holders Change
+12
Holders Change %
+5%
% of All Funds
3.38%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.26%
New
32
Increased
108
Reduced
77
Closed
15
Calls
$225K
Puts
–
Net Calls
+$225K
Net Calls Change
-$184K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$84.1M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$11.8M
3
CW
3
Curio Wealth
Maryland
$5.34M
4
FH
4
Financial Harvest
Florida
$5.24M
5
SWGC
5
Summit Wealth Group (Colorado)
Colorado
$4.35M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$50.2M
2
BFA
2
Brown Financial Advisory
Alabama
$3.9M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.19M
4
AWM
4
Austin Wealth Management
Texas
$2.39M
5
SC
5
Savant Capital
Illinois
$14.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BWMG
76
Bannerman Wealth Management Group
Texas
$2.94M 125,340 +2,836 +2%
FMWA
77
Forvis Mazars Wealth Advisors
Missouri
$2.88M 122,589 -51,954 -30%
SCA
78
Strathmore Capital Advisors
North Carolina
$2.67M 113,883 +113,883 New
MML Investors Services
79
MML Investors Services
Massachusetts
$2.66M 113,168 +16,686 +17%
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$2.58M 109,188 +8,967 +9%
Osaic Holdings
81
Osaic Holdings
Arizona
$2.4M 103,104 +8,763 +9%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$2.4M 102,216 -24,650 -19%
AWM
83
Austin Wealth Management
Texas
$2.39M 103,463 -115,183 -53%
SWG
84
Summit Wealth Group
Vermont
$2.39M 101,704 +5,729 +6%
CWM
85
CarsonAllaria Wealth Management
Illinois
$2.34M 99,566 -19,520 -16%
BH
86
Burk Holdings
Oklahoma
$2.2M 93,741 +27,107 +41%
BIG
87
Builder Investment Group
Georgia
$2.19M 93,474 +14,637 +19%
GJIA
88
Glass Jacobson Investment Advisors
Maryland
$2.16M 92,113 -4,203 -4%
PA
89
PFG Advisors
Arizona
$2.05M 87,469 +5,544 +7%
SIMC
90
Squire Investment Management Company
Utah
$2.05M 87,446 +7,446 +9%
THL
91
Tillman Hartley LLC
Colorado
$2.02M 85,983 -4,469 -5%
AC
92
Applied Capital
Arkansas
$1.93M 82,444 +3,949 +5%
WCM
93
Warburton Capital Management
Oklahoma
$1.91M 80,069 +15,821 +25%
Creative Planning
94
Creative Planning
Kansas
$1.89M 80,504 -135 -0.2%
SAG
95
SageView Advisory Group
California
$1.88M 80,038 +522 +0.7%
PAM
96
Pacific Asset Management
Washington
$1.86M 79,308 +3,110 +4%
NA
97
Note Advisors
New York
$1.83M 78,045 +15,229 +24%
AWM
98
Apollon Wealth Management
South Carolina
$1.8M 76,833 -350 -0.5%
Bank of America
99
Bank of America
North Carolina
$1.79M 76,219 +76,219 New
RFP
100
RCS Financial Planning
Maryland
$1.67M 71,146 -8,873 -11%
2 3
4
5 6