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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

235 hedge funds and large institutions have $894M invested in Dimensional US Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 110 increasing their positions, 57 reducing their positions, and 15 closing their positions.

Holders
235
Holders Change
+27
Holders Change %
+12.98%
% of All Funds
3.13%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.31%
New
46
Increased
110
Reduced
57
Closed
15
Calls
$44K
Puts
–
Net Calls
+$44K
Net Calls Change
+$44K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$25.8M
2
EP
2
Essential Planning
New Hampshire
$16.8M
3
UWM
3
United Wealth Management
Virginia
$10.3M
4
Raymond James Financial
4
Raymond James Financial
Florida
$6.66M
5
TFO
5
Timonier Family Office
North Carolina
$5.79M

Top Sellers

1
SC
1
Savant Capital
Illinois
$23.6M
2
FMWA
2
Forvis Mazars Wealth Advisors
Missouri
$6.25M
3
APC
3
Asset Planning Corporation
Tennessee
$5.21M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$448K
5
Mariner
5
Mariner
Kansas
$768K
Name Market Value Shares Shares
Change 		Shares
Change %
AC
76
AWM Capital
Arizona
$2.47M 106,014 +64,645 +156%
SCA
77
Strathmore Capital Advisors
North Carolina
$2.47M 105,946 +105,946 New
Osaic Holdings
78
Osaic Holdings
Arizona
$2.46M 105,717 +1,162 +1%
SWA
79
Sax Wealth Advisors
New Jersey
$2.41M 103,653 -9,255 -8%
DI
80
Disciplined Investments
Oklahoma
$2.32M 99,706 +229 +0.2%
GJIA
81
Glass Jacobson Investment Advisors
Maryland
$2.24M 96,316 +8,773 +10%
SWG
82
Summit Wealth Group
Vermont
$2.22M 95,171 +3,755 +4%
THL
83
Tillman Hartley LLC
Colorado
$2.19M 93,927 +3,249 +4%
Corient Private Wealth
84
Corient Private Wealth
Florida
$2.13M 91,589 +4,257 +5%
Creative Planning
85
Creative Planning
Kansas
$2.1M 90,405 -4,219 -4%
MML Investors Services
86
MML Investors Services
Massachusetts
$2.1M 90,074 +5,326 +6%
AC
87
Apella Capital
Connecticut
$2.01M 86,560 +55,650 +180%
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$2.01M 86,194 -53 -0.1%
RA
89
RFG Advisory
Alabama
$1.9M 81,644 -26 -0%
SAG
90
SageView Advisory Group
California
$1.86M 79,928 +1,792 +2%
RFP
91
RCS Financial Planning
Maryland
$1.84M 79,079 -19,063 -19%
CCM
92
Carlson Capital Management
Minnesota
$1.84M 79,064 -26,078 -25%
AWM
93
Apollon Wealth Management
South Carolina
$1.83M 78,517 -2,350 -3%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$1.77M 76,101 +75,900 +37,761%
BIG
95
Builder Investment Group
Georgia
$1.76M 75,589 +7,209 +11%
PA
96
PFG Advisors
Arizona
$1.74M 74,832 +4,877 +7%
AC
97
Applied Capital
Arkansas
$1.73M 74,270 +3,861 +5%
AWM
98
Ariadne Wealth Management
California
$1.71M 72,059 +45,390 +170%
WAN
99
Wealth Advisors Northwest
Oregon
$1.71M 73,281 +73,281 New
PAG
100
Private Advisor Group
New Jersey
$1.65M 70,860 +36,020 +103%
2 3
4
5 6