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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

208 hedge funds and large institutions have $836M invested in Dimensional US Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 87 increasing their positions, 68 reducing their positions, and 7 closing their positions.

Holders
208
Holders Change
+20
Holders Change %
+10.64%
% of All Funds
3.01%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.25%
New
28
Increased
87
Reduced
68
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$6.57M
2
RFP
2
Root Financial Partners
California
$19.2M
3
AWM
3
Aprio Wealth Management
Georgia
$7.47M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$6.36M
5
JTWM
5
Jackson Thornton Wealth Management
Alabama
$5.94M

Top Sellers

1
FMWA
1
Forvis Mazars Wealth Advisors
Missouri
$9.73M
2
SC
2
Savant Capital
Illinois
$32.4M
3
CCM
3
Carlson Capital Management
Minnesota
$2.7M
4
NA
4
NewEdge Advisors
Louisiana
$1.29M
5
BHWM
5
Beaird Harris Wealth Management
Texas
$41.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
76
RFG Advisory
Alabama
$2.09M -$315K -12,286 -13%
AWM
77
Apollon Wealth Management
South Carolina
$2.07M -$103K -4,000 -5%
SAG
78
SageView Advisory Group
California
$2M -$80.9K -3,154 -4%
FPCG
79
Forum Private Client Group
Indiana
$1.98M -$490K -19,117 -20%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$1.93M +$1.93M +75,138 New
AC
81
Applied Capital
Arkansas
$1.81M -$77.1K -3,006 -4%
PA
82
PFG Advisors
Arizona
$1.79M +$79K +3,081 +5%
BIG
83
Builder Investment Group
Georgia
$1.75M +$144K +5,626 +9%
W
84
WPWealth
Texas
$1.73M -$107K -4,160 -6%
JFG
85
JMG Financial Group
Illinois
$1.73M +$2.97K +116 +0.2%
CA
86
CGN Advisors
Kansas
$1.73M +$22.4K +873 +1%
JC
87
Jentner Corp
Ohio
$1.63M -$88.3K -3,444 -5%
FPAS
88
Focus Partners Advisor Solutions
Missouri
$1.45M +$1.45M +56,635 New
VF
89
Vawter Financial
Ohio
$1.44M +$136K +5,290 +10%
TCWM
90
Total Clarity Wealth Management
Illinois
$1.44M +$8.13K +317 +0.6%
DPW
91
DiNuzzo Private Wealth
Pennsylvania
$1.41M +$4.28K +167 +0.3%
SRCM
92
Signature Resources Capital Management
California
$1.38M -$458K -17,851 -25%
AWMNH
93
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.37M +$67K +2,613 +5%
NA
94
NewEdge Advisors
Louisiana
$1.29M -$1.45M -56,463 -53%
ALWM
95
Andrews Lucia Wealth Management
California
$1.28M +$252K +11,418 +25%
VPWA
96
Vestia Personal Wealth Advisors
Indiana
$1.26M +$85.4K +3,334 +7%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$1.23M +$1.23M +47,830 New
RLIM
98
Red Lighthouse Investment Management
New York
$1.18M – – –
FWM
99
FMB Wealth Management
California
$1.18M +$186K +7,254 +19%
AF
100
Allworth Financial
California
$1.12M -$117K -4,562 -9%
2 3
4
5 6