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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

186 hedge funds and large institutions have $608M invested in Dimensional US Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 109 increasing their positions, 46 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
2.7%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
16
Increased
109
Reduced
46
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AP
1
Adero Partners
California
$44.6M
2
EWA
2
Exencial Wealth Advisors
Oklahoma
$9.54M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$40.5M
4
GOCP
4
Great Oak Capital Partners
Massachusetts
$11.6M
5
HSG
5
Helen Stephens Group
Texas
$5.93M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$2.57M
2
AWM
2
Arista Wealth Management
Nevada
$1.46M
3
AFS
3
Annapolis Financial Services
Maryland
$408K
4
SC
4
Savant Capital
Illinois
$5.2M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$5.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$1.56M +$148K +6,620 +10%
RFP
77
RCS Financial Planning
Maryland
$1.52M -$316K -14,116 -17%
SFS
78
Sowell Financial Services
Arkansas
$1.51M +$148K +6,636 +11%
JFG
79
JMG Financial Group
Illinois
$1.5M +$195K +8,713 +15%
BWA
80
BCU Wealth Advisors
Illinois
$1.49M +$295K +13,193 +25%
AC
81
Applied Capital
Arkansas
$1.47M +$134K +5,971 +10%
AWM
82
Arista Wealth Management
Nevada
$1.46M -$6.82M -304,666 -82%
BIG
83
Builder Investment Group
Georgia
$1.41M +$18.3K +816 +1%
PA
84
PFG Advisors
Arizona
$1.39M +$99.4K +4,443 +8%
CA
85
CGN Advisors
Kansas
$1.39M +$22.5K +1,007 +2%
TCWM
86
Total Clarity Wealth Management
Illinois
$1.24M +$39.8K +1,781 +3%
DPW
87
DiNuzzo Private Wealth
Pennsylvania
$1.22M -$7.87K -352 -0.6%
PWIA
88
Porter White Investment Advisors
Alabama
$1.19M +$71.3K +3,186 +6%
HCM
89
Hutchinson Capital Management
California
$1.15M +$19.8K +885 +2%
MRWM
90
ML&R Wealth Management
Texas
$1.15M +$6.62K +296 +0.6%
MFT
91
Moisand Fitzgerald Tamayo
Florida
$1.11M +$68.8K +3,074 +7%
AWMNH
92
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.1M +$28.3K +1,259 +3%
ALWM
93
Andrews Lucia Wealth Management
California
$1.04M +$56.7K +2,536 +6%
AIS
94
American Investment Services
Massachusetts
$1.04M -$295K -13,186 -22%
VF
95
Vawter Financial
Ohio
$977K +$165K +7,390 +20%
Creative Planning
96
Creative Planning
Kansas
$922K +$160K +7,168 +21%
SCM
97
SOL Capital Management
Maryland
$907K +$53.9K +2,410 +6%
SFP
98
Sterling Financial Planning
New Jersey
$882K -$249K -11,117 -22%
KAS
99
Kestra Advisory Services
Texas
$875K -$62.9K -2,813 -7%
AA
100
Advisory Alpha
Michigan
$859K -$13K -581 -1%
2 3
4
5 6