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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

208 hedge funds and large institutions have $836M invested in Dimensional US Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 87 increasing their positions, 68 reducing their positions, and 7 closing their positions.

Holders
208
Holders Change
+20
Holders Change %
+10.64%
% of All Funds
3.01%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.25%
New
28
Increased
87
Reduced
68
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$6.57M
2
RFP
2
Root Financial Partners
California
$19.2M
3
AWM
3
Aprio Wealth Management
Georgia
$7.47M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$6.36M
5
JTWM
5
Jackson Thornton Wealth Management
Alabama
$5.94M

Top Sellers

1
FMWA
1
Forvis Mazars Wealth Advisors
Missouri
$9.73M
2
SC
2
Savant Capital
Illinois
$32.4M
3
CCM
3
Carlson Capital Management
Minnesota
$2.7M
4
NA
4
NewEdge Advisors
Louisiana
$1.29M
5
BHWM
5
Beaird Harris Wealth Management
Texas
$41.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
101
Hutchinson Capital Management
California
$1.12M – – –
PWIA
102
Porter White Investment Advisors
Alabama
$1.1M -$10.6K -413 -1%
WAM
103
Weinberger Asset Management
California
$1.1M +$193K +7,511 +21%
AIS
104
American Investment Services
Massachusetts
$1.1M -$88.9K -3,467 -7%
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$1.09M +$54.1K +2,111 +5%
AC
106
AWM Capital
Arizona
$1.06M +$1.06M +41,369 New
SFP
107
Sterling Financial Planning
New Jersey
$1.05M -$23.4K -913 -2%
GVAG
108
Great Valley Advisor Group
Delaware
$989K +$538 +21 +0.1%
KAS
109
Kestra Advisory Services
Texas
$947K -$90.4K -3,525 -9%
AA
110
Advisory Alpha
Michigan
$944K -$27.1K -1,057 -3%
HWMC
111
Heritage Wealth Management (California)
California
$939K -$29.2K -1,138 -3%
SFS
112
Sowell Financial Services
Arkansas
$930K -$786K -30,653 -46%
PAG
113
Private Advisor Group
New Jersey
$893K +$30.2K +1,178 +3%
TIAM2
114
Tru Independence Asset Management 2
Oregon
$891K +$891K +34,743 New
GTAM
115
Global Trust Asset Management
Florida
$871K -$82.7K -3,225 -9%
AC
116
Apella Capital
Connecticut
$783K +$261K +10,316 +50%
MWA
117
Monograph Wealth Advisors
California
$783K +$4.31K +168 +0.6%
DFC
118
DBK Financial Counsel
Ohio
$776K -$231K -9,024 -23%
LWM
119
Lodestone Wealth Management
Washington
$730K +$158K +5,119 +28%
CG
120
Caprock Group
Idaho
$716K +$716K +27,921 New
TC
121
TAGStone Capital
North Carolina
$704K +$3.59K +140 +0.5%
SFC
122
Sprinkle Financial Consultants
Colorado
$701K +$4K +156 +0.6%
DPI
123
Diversified Portfolios Inc
Michigan
$676K -$10.7K -417 -2%
FOA
124
Five Oceans Advisors
California
$673K -$16.4K -641 -2%
AWM
125
Ariadne Wealth Management
California
$660K +$215K +8,685 +48%
3 4
5
6 7