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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

122 hedge funds and large institutions have $293M invested in Dimensional US Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 50 increasing their positions, 9 reducing their positions, and 9 closing their positions.

Holders
122
Holders Change
+53
Holders Change %
+76.81%
% of All Funds
1.97%
Holding in Top 10
10
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+233.33%
% of All Funds
0.16%
New
62
Increased
50
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$24.7M
2
FFM
2
Forum Financial Management
Illinois
$18.7M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$11.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$11.1M
5
RK
5
Rather & Kittrell
Tennessee
$10.3M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$303K
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$0
3
GTAM
3
Global Trust Asset Management
Florida
$1.12M
4
AP
4
Adero Partners
California
$3.43M
5
RA
5
RFG Advisory
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HWMT
101
Heritage Wealth Management (Texas)
Texas
$252K +$252K +11,893 New
DAS
102
Dynamic Advisor Solutions
Arizona
$224K +$224K +10,599 New
NWM
103
Northwest Wealth Management
Iowa
$214K +$214K +10,127 New
Goldman Sachs
104
Goldman Sachs
New York
$213K +$213K +10,066 New
IWC
105
Integrated Wealth Concepts
Massachusetts
$202K +$202K +9,532 New
AF
106
Allworth Financial
California
$182K +$86.3K +4,078 +90%
TWA
107
TCI Wealth Advisors
Arizona
$158K +$49.6K +2,345 +46%
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$154K +$154K +7,283 New
EWA
109
EverSource Wealth Advisors
Alabama
$148K +$25.7K +1,215 +21%
GJIA
110
Glass Jacobson Investment Advisors
Maryland
$99K +$99K +4,683 New
BCM
111
Blume Capital Management
California
$91.5K +$91.5K +4,325 New
BEI
112
Benjamin Edwards Inc
Missouri
$86K +$86K +4,074 New
Morgan Stanley
113
Morgan Stanley
New York
$44.1K +$44.1K +2,086 New
SIC
114
SJS Investment Consulting
Ohio
$32.3K +$23.1K +1,090 +249%
BHWM
115
Bay Harbor Wealth Management
Maryland
$31K +$28.9K +1,349 +1,349%
AF
116
Advisornet Financial
Minnesota
$18K +$11.7K +551 +182%
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$12K -$1.71K -81 -12%
ADL
118
Asset Dedication LLC
California
$11K +$11K +506 New
AWM
119
Aspire Wealth Management
Massachusetts
$8.08K +$8.08K +382 New
Bessemer Group
120
Bessemer Group
New Jersey
$8K +$8K +378 New
BAM
121
Belpointe Asset Management
Nevada
$1.52K +$1.52K +72 New
Dimensional Fund Advisors
122
Dimensional Fund Advisors
Texas
– -$2.06M -100,000 Closed
RA
123
RFG Advisory
Alabama
– -$1.4M -66,951 Closed
Citadel Advisors
124
Citadel Advisors
Florida
– -$437K -21,238 Closed
EWA
125
Exencial Wealth Advisors
Oklahoma
– -$243K -11,843 Closed
2 3 4
5
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