DFAR icon

Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

254 hedge funds and large institutions have $979M invested in Dimensional US Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 109 increasing their positions, 77 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+14
Holders Change %
+5.83%
% of All Funds
3.41%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.25%
New
33
Increased
109
Reduced
77
Closed
15
Calls
$225K
Puts
–
Net Calls
+$225K
Net Calls Change
-$184K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$84.1M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
$11.8M
3
CW
Curio Wealth
Maryland
$5.34M
4
FH
Financial Harvest
Florida
$5.24M
5
Prudential Financial
Prudential Financial
New Jersey
$58.4M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$50.2M
2
BFA
Brown Financial Advisory
Alabama
$3.9M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.19M
4
AWM
Austin Wealth Management
Texas
$2.39M
5
SC
Savant Capital
Illinois
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
76
Atria Investments
North Carolina
$3M +$68.4K +2,917 +2%
BWMG
77
Bannerman Wealth Management Group
Texas
$2.94M +$66.5K +2,836 +2%
FMWA
78
Forvis Mazars Wealth Advisors
Missouri
$2.88M -$1.22M -51,954 -30%
SCA
79
Strathmore Capital Advisors
North Carolina
$2.67M +$2.67M +113,883 New
MML Investors Services
80
MML Investors Services
Massachusetts
$2.66M +$391K +16,686 +17%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$2.58M +$212K +8,967 +9%
Osaic Holdings
82
Osaic Holdings
Arizona
$2.4M +$204K +8,763 +9%
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$2.4M -$578K -24,650 -19%
AWM
84
Austin Wealth Management
Texas
$2.39M -$2.66M -115,183 -53%
SWG
85
Summit Wealth Group
Vermont
$2.39M +$134K +5,729 +6%
CWM
86
CarsonAllaria Wealth Management
Illinois
$2.34M -$458K -19,520 -16%
BH
87
Burk Holdings
Oklahoma
$2.2M +$636K +27,107 +41%
BIG
88
Builder Investment Group
Georgia
$2.19M +$343K +14,637 +19%
GJIA
89
Glass Jacobson Investment Advisors
Maryland
$2.16M -$98.6K -4,203 -4%
PA
90
PFG Advisors
Arizona
$2.05M +$130K +5,544 +7%
SIMC
91
Squire Investment Management Company
Utah
$2.05M +$175K +7,446 +9%
THL
92
Tillman Hartley LLC
Colorado
$2.02M -$105K -4,469 -5%
AC
93
Applied Capital
Arkansas
$1.93M +$92.6K +3,949 +5%
WCM
94
Warburton Capital Management
Oklahoma
$1.91M +$377K +15,821 +25%
Creative Planning
95
Creative Planning
Kansas
$1.89M -$3.17K -135 -0.2%
SAG
96
SageView Advisory Group
California
$1.88M +$12.3K +522 +0.7%
PAM
97
Pacific Asset Management
Washington
$1.86M +$73K +3,110 +4%
NA
98
Note Advisors
New York
$1.83M +$357K +15,229 +24%
AWM
99
Apollon Wealth Management
South Carolina
$1.8M -$8.21K -350 -0.5%
Bank of America
100
Bank of America
North Carolina
$1.79M +$1.79M +76,219 New
2 3
4
5 6