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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

252 hedge funds and large institutions have $936M invested in Dimensional US Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 108 increasing their positions, 77 reducing their positions, and 15 closing their positions.

Holders
252
Holders Change
+12
Holders Change %
+5%
% of All Funds
3.38%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.26%
New
32
Increased
108
Reduced
77
Closed
15
Calls
$225K
Puts
–
Net Calls
+$225K
Net Calls Change
-$184K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$84.1M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$11.8M
3
CW
3
Curio Wealth
Maryland
$5.34M
4
FH
4
Financial Harvest
Florida
$5.24M
5
SWGC
5
Summit Wealth Group (Colorado)
Colorado
$4.35M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$50.2M
2
BFA
2
Brown Financial Advisory
Alabama
$3.9M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.19M
4
AWM
4
Austin Wealth Management
Texas
$2.39M
5
SC
5
Savant Capital
Illinois
$14.3M
Name Market Value Shares Shares
Change 		Shares
Change %
FWM
101
FMB Wealth Management
California
$1.66M 70,626 +17,256 +32%
AWM
102
Ariadne Wealth Management
California
$1.63M 70,141 -3,259 -4%
ALWM
103
Andrews Lucia Wealth Management
California
$1.59M 67,867 +1,166 +2%
AF
104
Allworth Financial
California
$1.55M 65,977 -3,538 -5%
VPWA
105
Vestia Personal Wealth Advisors
Indiana
$1.54M 65,497 +5,212 +9%
JFG
106
JMG Financial Group
Illinois
$1.51M 64,510 -756 -1%
AWMNH
107
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.49M 63,367 +5,361 +9%
FFG
108
First Financial Group
North Carolina
$1.44M 61,456 +6,336 +11%
KAS
109
Kestra Advisory Services
Texas
$1.42M 60,528 +781 +1%
VPF
110
Vantage Point Financial
Illinois
$1.4M 59,568 +1,961 +3%
SWA
111
Sterling Wealth Advisors
Florida
$1.37M 58,175 -8,406 -13%
CA
112
CGN Advisors
Kansas
$1.36M 58,062 -12,723 -18%
Corient Private Wealth
113
Corient Private Wealth
Florida
$1.28M 54,523 -31,598 -37%
AWM
114
Aegis Wealth Management
Maryland
$1.23M 51,737 – –
WAM
115
Weinberger Asset Management
California
$1.2M 51,036 +2,377 +5%
MFG
116
Merit Financial Group
Georgia
$1.17M 49,879 +49,879 New
SIS
117
Strategic Investment Solutions
Illinois
$1.17M 49,676 -57,944 -54%
FPCG
118
Forum Private Client Group
Indiana
$1.16M 49,475 -4,367 -8%
W
119
WPWealth
Texas
$1.16M 49,343 -11,762 -19%
CA
120
Clune & Associates
Illinois
$1.16M 49,289 +4,075 +9%
DPI
121
Diversified Portfolios Inc
Michigan
$1.13M 48,225 +7,837 +19%
NA
122
NewEdge Advisors
Louisiana
$1.12M 47,665 +11 +0%
SFP
123
Sterling Financial Planning
New Jersey
$1.09M 46,375 +2,238 +5%
RLIM
124
Red Lighthouse Investment Management
New York
$1.08M 46,180 +46,180 New
TC
125
TAGStone Capital
North Carolina
$1.04M 44,941 +9,081 +25%
3 4
5
6 7