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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

186 hedge funds and large institutions have $608M invested in Dimensional US Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 109 increasing their positions, 46 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
2.7%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
16
Increased
109
Reduced
46
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AP
1
Adero Partners
California
$44.6M
2
EWA
2
Exencial Wealth Advisors
Oklahoma
$9.54M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$40.5M
4
GOCP
4
Great Oak Capital Partners
Massachusetts
$11.6M
5
HSG
5
Helen Stephens Group
Texas
$5.93M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$2.57M
2
AWM
2
Arista Wealth Management
Nevada
$1.46M
3
AFS
3
Annapolis Financial Services
Maryland
$408K
4
SC
4
Savant Capital
Illinois
$5.2M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$5.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
GTAM
101
Global Trust Asset Management
Florida
$828K +$53.2K +2,380 +7%
HWMC
102
Heritage Wealth Management (California)
California
$827K -$84K -3,754 -9%
USCWA
103
U.S. Capital Wealth Advisors
Texas
$768K +$432K +19,300 +129%
Osaic Holdings
104
Osaic Holdings
Arizona
$742K +$151K +6,751 +26%
FWM
105
FMB Wealth Management
California
$714K +$38.1K +1,705 +6%
DFC
106
DBK Financial Counsel
Ohio
$702K +$396K +17,710 +129%
WAM
107
Weinberger Asset Management
California
$640K +$94.4K +4,218 +17%
DPI
108
Diversified Portfolios Inc
Michigan
$601K +$10.6K +475 +2%
DWM
109
Drive Wealth Management
Utah
$600K -$189K -8,442 -24%
TC
110
TAGStone Capital
North Carolina
$568K +$280K +12,530 +97%
EF
111
Empowered Funds
Pennsylvania
$537K +$537K +24,008 New
LWM
112
Lodestone Wealth Management
Washington
$529K +$43.3K +1,440 +9%
SFC
113
Sprinkle Financial Consultants
Colorado
$524K +$99.8K +4,460 +24%
AAM
114
Austin Asset Management
Texas
$506K – – –
FOA
115
Five Oceans Advisors
California
$495K +$9.24K +413 +2%
FWM
116
Fonville Wealth Management
Virginia
$490K -$22.8K -1,021 -4%
WCFA
117
Walkner Condon Financial Advisors
Wisconsin
$486K +$278K +12,443 +134%
FWP
118
Firethorn Wealth Partners
Georgia
$465K -$233K -10,409 -33%
AC
119
Apella Capital
Connecticut
$452K +$452K +20,350 New
MWM
120
Melfa Wealth Management
Massachusetts
$448K +$448K +20,029 New
NWM
121
Northwest Wealth Management
Iowa
$435K +$7.38K +330 +2%
FFM
122
Flagstone Financial Management
Nebraska
$431K – – –
HWMT
123
Heritage Wealth Management (Texas)
Texas
$428K -$20K -895 -4%
AFS
124
Annapolis Financial Services
Maryland
$408K -$3.07M -137,447 -88%
LWM
125
Lakeridge Wealth Management
Ohio
$408K +$65.8K +2,940 +19%
3 4
5
6 7