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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

254 hedge funds and large institutions have $979M invested in Dimensional US Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 109 increasing their positions, 77 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+14
Holders Change %
+5.83%
% of All Funds
3.41%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.25%
New
33
Increased
109
Reduced
77
Closed
15
Calls
$225K
Puts
–
Net Calls
+$225K
Net Calls Change
-$184K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$84.1M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
$11.8M
3
CW
Curio Wealth
Maryland
$5.34M
4
FH
Financial Harvest
Florida
$5.24M
5
Prudential Financial
Prudential Financial
New Jersey
$58.4M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$50.2M
2
BFA
Brown Financial Advisory
Alabama
$3.9M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.19M
4
AWM
Austin Wealth Management
Texas
$2.39M
5
SC
Savant Capital
Illinois
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFP
101
RCS Financial Planning
Maryland
$1.67M -$208K -8,873 -11%
FWM
102
FMB Wealth Management
California
$1.66M +$405K +17,256 +32%
AWM
103
Ariadne Wealth Management
California
$1.63M -$75.7K -3,259 -4%
ALWM
104
Andrews Lucia Wealth Management
California
$1.59M +$27.4K +1,166 +2%
AF
105
Allworth Financial
California
$1.55M -$83K -3,538 -5%
VPWA
106
Vestia Personal Wealth Advisors
Indiana
$1.54M +$122K +5,212 +9%
JFG
107
JMG Financial Group
Illinois
$1.51M -$17.7K -756 -1%
AWMNH
108
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.49M +$126K +5,361 +9%
FFG
109
First Financial Group
North Carolina
$1.44M +$149K +6,336 +11%
KAS
110
Kestra Advisory Services
Texas
$1.42M +$18.3K +781 +1%
VPF
111
Vantage Point Financial
Illinois
$1.4M +$46K +1,961 +3%
SWA
112
Sterling Wealth Advisors
Florida
$1.37M -$198K -8,406 -13%
CA
113
CGN Advisors
Kansas
$1.36M -$298K -12,723 -18%
Corient Private Wealth
114
Corient Private Wealth
Florida
$1.28M -$741K -31,598 -37%
AWM
115
Aegis Wealth Management
Maryland
$1.23M – – –
WAM
116
Weinberger Asset Management
California
$1.2M +$55.8K +2,377 +5%
MFG
117
Merit Financial Group
Georgia
$1.17M +$1.17M +49,879 New
SIS
118
Strategic Investment Solutions
Illinois
$1.17M -$1.36M -57,944 -54%
FPCG
119
Forum Private Client Group
Indiana
$1.16M -$102K -4,367 -8%
W
120
WPWealth
Texas
$1.16M -$276K -11,762 -19%
CA
121
Clune & Associates
Illinois
$1.16M +$95.6K +4,075 +9%
DPI
122
Diversified Portfolios Inc
Michigan
$1.13M +$184K +7,837 +19%
NA
123
NewEdge Advisors
Louisiana
$1.12M +$258 +11 +0%
SFP
124
Sterling Financial Planning
New Jersey
$1.09M +$52.5K +2,238 +5%
RLIM
125
Red Lighthouse Investment Management
New York
$1.08M +$1.08M +46,180 New
3 4
5
6 7