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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

188 hedge funds and large institutions have $704M invested in Dimensional US Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 99 increasing their positions, 53 reducing their positions, and 13 closing their positions.

Holders
188
Holders Change
+2
Holders Change %
+1.08%
% of All Funds
2.73%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
17
Increased
99
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$30.8M
2
MFT
2
Moisand Fitzgerald Tamayo
Florida
$23.6M
3
AP
3
Adero Partners
California
$65.2M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$47.5M
5
GOCP
5
Great Oak Capital Partners
Massachusetts
$17.8M

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$3.2M
2
RS
2
Retirement Solution
Washington
$0
3
BHWM
3
Beaird Harris Wealth Management
Texas
$37.1M
4
NA
4
NewEdge Advisors
Louisiana
$2.36M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$3.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
101
Jane Street
New York
$929K +$631K +28,540 +212%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$895K +$644K +29,165 +257%
KAS
103
Kestra Advisory Services
Texas
$894K +$29.3K +1,328 +3%
DFC
104
DBK Financial Counsel
Ohio
$869K +$175K +7,910 +25%
FWM
105
FMB Wealth Management
California
$855K +$150K +6,786 +21%
GVAG
106
Great Valley Advisor Group
Delaware
$852K +$852K +38,545 New
AA
107
Advisory Alpha
Michigan
$837K -$11.2K -505 -1%
HWMC
108
Heritage Wealth Management (California)
California
$835K +$18.1K +821 +2%
GTAM
109
Global Trust Asset Management
Florida
$822K +$3.54K +160 +0.4%
WAM
110
Weinberger Asset Management
California
$782K +$150K +6,796 +24%
PAG
111
Private Advisor Group
New Jersey
$744K +$448K +20,266 +151%
MGWA
112
Monument Group Wealth Advisors
Massachusetts
$724K -$1.92M -86,760 -73%
MWA
113
Monograph Wealth Advisors
California
$671K +$671K +30,375 New
Osaic Holdings
114
Osaic Holdings
Arizona
$656K -$77.4K -3,502 -11%
TC
115
TAGStone Capital
North Carolina
$604K +$42.6K +1,928 +8%
SFC
116
Sprinkle Financial Consultants
Colorado
$601K +$83.3K +3,769 +16%
FOA
117
Five Oceans Advisors
California
$594K +$105K +4,762 +22%
DPI
118
Diversified Portfolios Inc
Michigan
$592K -$2.08K -94 -0.3%
SCM
119
SOL Capital Management
Maryland
$587K -$308K -13,960 -34%
LWM
120
Lodestone Wealth Management
Washington
$535K +$29.2K +1,014 +6%
AWM
121
Arista Wealth Management
Nevada
$528K -$914K -41,373 -63%
DWM
122
Drive Wealth Management
Utah
$523K -$70.3K -3,179 -12%
AAM
123
Austin Asset Management
Texas
$499K – – –
WCFA
124
Walkner Condon Financial Advisors
Wisconsin
$478K -$2.5K -113 -0.5%
FWM
125
Fonville Wealth Management
Virginia
$468K -$16.7K -756 -3%
3 4
5
6 7