DFAR icon

Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

185 hedge funds and large institutions have $596M invested in Dimensional US Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+40
Holders Change %
+27.59%
% of All Funds
2.71%
Holding in Top 10
20
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+66.67%
% of All Funds
0.29%
New
53
Increased
84
Reduced
37
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
$36.6M
2
CPW
Crestmont Private Wealth
Texas
$8.88M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$6.71M
4
WCWM
Willow Creek Wealth Management
California
$9.61M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$3.36M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
$1.49M
2
AWM
Arista Wealth Management
Nevada
$8.41M
3
SIG
Spinnaker Investment Group
California
$205K
4
CCM
Carlson Capital Management
Minnesota
$5.26M
5
SC
Savant Capital
Illinois
$6.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
126
Morton Capital Management
California
$401K -$14K -616 -3%
DW
127
Dodds Wealth
Colorado
$393K +$393K +17,264 New
BA
128
Bridge Advisory
California
$390K -$31.9K -1,401 -8%
Wealth Enhancement Advisory Services
129
Wealth Enhancement Advisory Services
Minnesota
$371K +$80.9K +3,559 +28%
SHFA
130
SC&H Financial Advisors
Maryland
$360K -$346K -15,209 -49%
CIAS
131
CFS Investment Advisory Services
New Jersey
$350K -$14.2K -623 -4%
LWM
132
Lakeridge Wealth Management
Ohio
$348K +$348K +15,290 New
USCWA
133
U.S. Capital Wealth Advisors
Texas
$341K +$24.6K +1,082 +8%
NSG
134
Nalls Sherbakoff Group
Tennessee
$336K +$336K +14,797 New
HKIMG
135
Hutchens & Kramer Investment Management Group
Indiana
$316K -$61.7K -2,715 -16%
GA
136
Greenspring Advisors
Maryland
$316K – – –
DFC
137
DBK Financial Counsel
Ohio
$311K -$841K -36,965 -73%
MWM
138
Mission Wealth Management
California
$298K +$298K +13,094 New
TC
139
TAGStone Capital
North Carolina
$292K +$292K +12,853 New
EWA
140
Exencial Wealth Advisors
Oklahoma
$283K +$283K +12,466 New
YWM
141
Yoder Wealth Management
California
$280K +$280K +12,315 New
MWM
142
Modera Wealth Management
New Jersey
$279K +$205 +9 +0.1%
TWA
143
TCI Wealth Advisors
Arizona
$267K +$267K +11,752 New
SS
144
Simplicity Solutions
Minnesota
$262K +$262K +11,529 New
EWA
145
Elevate Wealth Advisory
Georgia
$261K +$261K +11,466 New
TIM
146
Tortoise Investment Management
New York
$258K +$38K +1,670 +17%
PAG
147
Private Advisor Group
New Jersey
$246K +$246K +10,827 New
BCM
148
Brookstone Capital Management
Illinois
$246K -$2.32K -102 -0.9%
EP
149
Essential Planning
New Hampshire
$238K +$238K +10,475 New
WFAG
150
Wescott Financial Advisory Group
Pennsylvania
$237K +$237K +10,439 New
4 5
6
7 8