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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

240 hedge funds and large institutions have $958M invested in Dimensional US Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 115 increasing their positions, 69 reducing their positions, and 11 closing their positions.

Holders
240
Holders Change
+5
Holders Change %
+2.13%
% of All Funds
3.26%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.27%
New
21
Increased
115
Reduced
69
Closed
11
Calls
$647K
Puts
$238K
Net Calls
+$409K
Net Calls Change
+$365K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$55.7M
2
HWM
2
Hemington Wealth Management
Virginia
$11.3M
3
SFO
3
Stokes Family Office
Louisiana
$6M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$60.5M
5
AWM
5
Aprio Wealth Management
Georgia
$13.1M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$4.93M
2
EP
2
Essential Planning
New Hampshire
$208K
3
SC
3
Savant Capital
Illinois
$16.9M
4
FH
4
Financial Harvest
Florida
$0
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$4.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
76
Disciplined Investments
Oklahoma
$2.76M +$387K +16,285 +16%
SIS
77
Strategic Investment Solutions
Illinois
$2.57M +$52.2K +2,189 +2%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$2.38M +$333K +14,027 +16%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$2.35M +$540K +22,711 +30%
AC
80
AWM Capital
Arizona
$2.35M -$172K -7,245 -7%
MML Investors Services
81
MML Investors Services
Massachusetts
$2.29M +$152K +6,408 +7%
SWG
82
Summit Wealth Group
Vermont
$2.28M +$19.1K +804 +0.8%
SWA
83
Sax Wealth Advisors
New Jersey
$2.25M -$218K -9,183 -9%
Osaic Holdings
84
Osaic Holdings
Arizona
$2.24M -$271K -11,376 -11%
GJIA
85
Glass Jacobson Investment Advisors
Maryland
$2.24M – – –
AC
86
Apella Capital
Connecticut
$2.18M +$258K +11,640 +13%
THL
87
Tillman Hartley LLC
Colorado
$2.15M -$82.6K -3,475 -4%
Corient Private Wealth
88
Corient Private Wealth
Florida
$2.05M -$130K -5,468 -6%
PA
89
PFG Advisors
Arizona
$1.95M +$169K +7,093 +9%
Creative Planning
90
Creative Planning
Kansas
$1.92M -$232K -9,766 -11%
RFP
91
RCS Financial Planning
Maryland
$1.9M +$22.3K +940 +1%
SIMC
92
Squire Investment Management Company
Utah
$1.9M +$1.9M +80,000 New
SAG
93
SageView Advisory Group
California
$1.89M -$9.79K -412 -0.5%
BIG
94
Builder Investment Group
Georgia
$1.87M +$77.2K +3,248 +4%
AC
95
Applied Capital
Arkansas
$1.87M +$100K +4,225 +6%
AWM
96
Apollon Wealth Management
South Carolina
$1.83M -$31.7K -1,334 -2%
PAM
97
Pacific Asset Management
Washington
$1.81M +$179K +7,543 +11%
AWM
98
Ariadne Wealth Management
California
$1.73M +$31.6K +1,341 +2%
CA
99
CGN Advisors
Kansas
$1.68M +$39.4K +1,659 +2%
AF
100
Allworth Financial
California
$1.59M +$49.3K +2,149 +3%
2 3
4
5 6