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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

240 hedge funds and large institutions have $958M invested in Dimensional US Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 115 increasing their positions, 69 reducing their positions, and 11 closing their positions.

Holders
240
Holders Change
+5
Holders Change %
+2.13%
% of All Funds
3.26%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.27%
New
21
Increased
115
Reduced
69
Closed
11
Calls
$647K
Puts
$238K
Net Calls
+$409K
Net Calls Change
+$365K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$55.7M
2
HWM
2
Hemington Wealth Management
Virginia
$11.3M
3
SFO
3
Stokes Family Office
Louisiana
$6M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$60.5M
5
AWM
5
Aprio Wealth Management
Georgia
$13.1M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$4.93M
2
EP
2
Essential Planning
New Hampshire
$208K
3
SC
3
Savant Capital
Illinois
$16.9M
4
FH
4
Financial Harvest
Florida
$0
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$4.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
BH
101
Burk Holdings
Oklahoma
$1.58M +$368K +15,487 +30%
SWA
102
Sterling Wealth Advisors
Florida
$1.58M +$22.9K +962 +1%
ALWM
103
Andrews Lucia Wealth Management
California
$1.55M +$124K +5,348 +9%
JFG
104
JMG Financial Group
Illinois
$1.55M – – –
WCM
105
Warburton Capital Management
Oklahoma
$1.53M +$409K +17,220 +37%
NA
106
Note Advisors
New York
$1.49M +$317K +13,331 +27%
W
107
WPWealth
Texas
$1.45M -$2.23K -94 -0.2%
VPWA
108
Vestia Personal Wealth Advisors
Indiana
$1.43M +$182K +7,655 +15%
KAS
109
Kestra Advisory Services
Texas
$1.42M -$41.1K -1,730 -3%
AWMNH
110
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.38M +$29.5K +1,239 +2%
VF
111
Vawter Financial
Ohio
$1.38M +$5.49K +231 +0.4%
VPF
112
Vantage Point Financial
Illinois
$1.37M +$175K +7,381 +15%
E
113
EntreWealth
Texas
$1.34M -$53.4K -2,246 -4%
TCWM
114
Total Clarity Wealth Management
Illinois
$1.33M – – –
FFG
115
First Financial Group
North Carolina
$1.31M +$87.6K +3,684 +7%
DPW
116
DiNuzzo Private Wealth
Pennsylvania
$1.3M -$5.54K -233 -0.4%
LI
117
LRI Investments
Florida
$1.29M +$1.29M +54,073 New
FPCG
118
Forum Private Client Group
Indiana
$1.28M -$194K -8,162 -13%
FWM
119
FMB Wealth Management
California
$1.27M +$123K +5,170 +11%
AWM
120
Aegis Wealth Management
Maryland
$1.23M +$32.9K +1,382 +3%
WAM
121
Weinberger Asset Management
California
$1.16M -$15.4K -648 -1%
NA
122
NewEdge Advisors
Louisiana
$1.13M -$125K -5,268 -10%
CA
123
Clune & Associates
Illinois
$1.07M +$133K +5,588 +14%
SFP
124
Sterling Financial Planning
New Jersey
$1.05M +$70.6K +2,970 +7%
AIS
125
American Investment Services
Massachusetts
$1.01M +$37.5K +1,578 +4%
3 4
5
6 7