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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
0.26%
New
33
Increased
109
Reduced
77
Closed
15
Calls
$225K
Puts
–
Net Calls
+$225K
Net Calls Change
-$184K

Top Buyers

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

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$50.2M
2
BFA
2
Brown Financial Advisory
Alabama
$3.9M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.19M
4
AWM
4
Austin Wealth Management
Texas
$2.39M
5
SC
5
Savant Capital
Illinois
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
126
TAGStone Capital
North Carolina
$1.04M +$209K +9,081 +25%
PWIA
127
Porter White Investment Advisors
Alabama
$996K +$3.54K +151 +0.4%
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$988K +$988K +42,117 New
DPW
129
DiNuzzo Private Wealth
Pennsylvania
$956K -$329K -14,009 -26%
WANY
130
Wealthspire Advisors (New York)
New York
$936K +$70.3K +2,996 +8%
AIA
131
AssuredPartners Investment Advisors
Florida
$920K +$28.3K +1,208 +3%
IWC
132
Infinity Wealth Counsel
Ohio
$903K +$35.4K +1,510 +4%
HWMC
133
Heritage Wealth Management (California)
California
$896K +$32.5K +1,385 +4%
SFS
134
Sowell Financial Services
Arkansas
$891K +$22.4K +954 +3%
MHS
135
M Holdings Securities
Oregon
$880K +$880K +37,748 New
SWA
136
Sax Wealth Advisors
New Jersey
$872K -$1.34M -57,307 -61%
SFC
137
Sprinkle Financial Consultants
Colorado
$836K +$97.8K +4,167 +13%
E
138
EntreWealth
Texas
$830K -$495K -21,105 -37%
AA
139
Advisory Alpha
Michigan
$817K -$11.9K -507 -1%
Mariner
140
Mariner
Kansas
$798K +$7.95K +339 +1%
RPA
141
Redwood Park Advisors
California
$714K +$90.4K +3,854 +15%
DFC
142
DBK Financial Counsel
Ohio
$710K -$1.01K -43 -0.1%
LWM
143
Lakeridge Wealth Management
Ohio
$698K -$11.2K -477 -2%
MWA
144
Monograph Wealth Advisors
California
$666K -$61K -2,600 -8%
LCWP
145
Legacy Capital Wealth Partners
Arkansas
$651K +$651K +27,766 New
Royal Bank of Canada
146
Royal Bank of Canada
Ontario, Canada
$589K -$305 -13 -0.1%
WAN
147
Wealth Advisors Northwest
Oregon
$577K -$405K -17,243 -41%
AIS
148
American Investment Services
Massachusetts
$571K -$423K -18,019 -43%
AUB
149
Atlantic Union Bankshares
Virginia
$540K +$540K +23,017 New
SIM
150
Stratos Investment Management
Ohio
$532K +$532K +22,687 New
4 5
6
7 8