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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

122 hedge funds and large institutions have $293M invested in Dimensional US Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 50 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+53
Holders Change %
+76.81%
% of All Funds
1.97%
Holding in Top 10
10
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+233.33%
% of All Funds
0.16%
New
62
Increased
50
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$24.7M
2
FFM
2
Forum Financial Management
Illinois
$18.7M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$11.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$11.1M
5
RK
5
Rather & Kittrell
Tennessee
$10.3M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$303K
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$0
3
GTAM
3
Global Trust Asset Management
Florida
$1.12M
4
AP
4
Adero Partners
California
$3.43M
5
RA
5
RFG Advisory
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
76
Sterling Financial Planning
New Jersey
$561K +$561K +26,531 New
ALWM
77
Andrews Lucia Wealth Management
California
$558K +$54.9K +2,596 +11%
BIG
78
Builder Investment Group
Georgia
$517K +$517K +24,436 New
CA
79
CGN Advisors
Kansas
$507K +$507K +23,993 New
KAS
80
Kestra Advisory Services
Texas
$447K +$447K +21,144 New
MCM
81
Morton Capital Management
California
$440K +$10.6K +502 +2%
NA
82
NewEdge Advisors
Louisiana
$434K +$434K +20,505 New
BA
83
Bridge Advisory
California
$427K +$427K +20,171 New
MWM
84
Meritas Wealth Management
California
$423K +$423K +19,992 New
MW
85
MBL Wealth
North Carolina
$407K -$268K -12,685 -40%
CPA
86
Cardiff Park Advisors
California
$405K +$388K +18,342 +2,248%
TFA
87
Triad Financial Advisors
North Carolina
$380K +$380K +17,971 New
BCM
88
Brookstone Capital Management
Illinois
$367K +$367K +17,032 New
Betterment LLC
89
Betterment LLC
New York
$366K +$366K +17,328 New
FPCG
90
Forum Private Client Group
Indiana
$365K +$138K +6,512 +61%
WWM
91
Wolff Wiese Magana
California
$346K +$67.2K +3,178 +24%
VF
92
Vawter Financial
Ohio
$326K +$326K +15,394 New
CIAS
93
CFS Investment Advisory Services
New Jersey
$303K -$5.95M -281,479 -95%
CPIG
94
Chicago Partners Investment Group
Illinois
$297K +$11.3K +487 +4%
MWM
95
Modera Wealth Management
New Jersey
$289K +$289K +13,672 New
AWM
96
Align Wealth Management
Oklahoma
$289K +$289K +14,049 New
BCM
97
Brainard Capital Management
Texas
$279K +$279K +13,190 New
PWIA
98
Porter White Investment Advisors
Alabama
$274K +$274K +12,941 New
USCWA
99
U.S. Capital Wealth Advisors
Texas
$265K +$265K +12,520 New
OCM
100
Orion Capital Management
California
$260K +$165K +7,790 +173%
2 3
4
5 6