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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

188 hedge funds and large institutions have $704M invested in Dimensional US Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 99 increasing their positions, 53 reducing their positions, and 13 closing their positions.

Holders
188
Holders Change
+2
Holders Change %
+1.08%
% of All Funds
2.73%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
17
Increased
99
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$30.8M
2
MFT
2
Moisand Fitzgerald Tamayo
Florida
$23.6M
3
AP
3
Adero Partners
California
$65.2M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$47.5M
5
GOCP
5
Great Oak Capital Partners
Massachusetts
$17.8M

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$3.2M
2
RS
2
Retirement Solution
Washington
$0
3
BHWM
3
Beaird Harris Wealth Management
Texas
$37.1M
4
NA
4
NewEdge Advisors
Louisiana
$2.36M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$3.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAG
76
SageView Advisory Group
California
$1.8M +$16.8K +760 +0.9%
BWA
77
BCU Wealth Advisors
Illinois
$1.7M +$225K +10,185 +15%
AC
78
Applied Capital
Arkansas
$1.62M +$167K +7,554 +11%
W
79
WPWealth
Texas
$1.58M -$3.58K -162 -0.2%
SRCM
80
Signature Resources Capital Management
California
$1.58M -$296K -13,382 -16%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$1.53M +$1.15M +52,027 +299%
JFG
82
JMG Financial Group
Illinois
$1.49M – – –
JC
83
Jentner Corp
Ohio
$1.48M -$609K -27,571 -29%
SFS
84
Sowell Financial Services
Arkansas
$1.48M -$9.19K -416 -0.6%
PA
85
PFG Advisors
Arizona
$1.48M +$105K +4,751 +8%
CA
86
CGN Advisors
Kansas
$1.47M +$95.1K +4,305 +7%
BIG
87
Builder Investment Group
Georgia
$1.39M -$9.68K -438 -0.7%
TCWM
88
Total Clarity Wealth Management
Illinois
$1.23M +$11.7K +530 +1%
DPW
89
DiNuzzo Private Wealth
Pennsylvania
$1.21M +$6.19K +280 +0.5%
AF
90
Allworth Financial
California
$1.13M +$1.07M +45,951 +1,849%
VF
91
Vawter Financial
Ohio
$1.12M +$160K +7,226 +17%
AWMNH
92
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.12M +$37.6K +1,702 +3%
ALWM
93
Andrews Lucia Wealth Management
California
$1.04M – – –
AIS
94
American Investment Services
Massachusetts
$1.02M -$663 -30 -0.1%
RLIM
95
Red Lighthouse Investment Management
New York
$1.02M +$1.02M +46,180 New
VPWA
96
Vestia Personal Wealth Advisors
Indiana
$1.01M +$1.01M +45,883 New
D.E. Shaw & Co
97
D.E. Shaw & Co
New York
$1.01M +$698K +31,594 +221%
HCM
98
Hutchinson Capital Management
California
$961K -$176K -7,962 -15%
PWIA
99
Porter White Investment Advisors
Alabama
$958K -$217K -9,820 -18%
SFP
100
Sterling Financial Planning
New Jersey
$929K +$57.9K +2,618 +7%
2 3
4
5 6