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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

186 hedge funds and large institutions have $608M invested in Dimensional US Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 109 increasing their positions, 46 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
2.7%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
16
Increased
109
Reduced
46
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AP
1
Adero Partners
California
$44.6M
2
EWA
2
Exencial Wealth Advisors
Oklahoma
$9.54M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$40.5M
4
GOCP
4
Great Oak Capital Partners
Massachusetts
$11.6M
5
HSG
5
Helen Stephens Group
Texas
$5.93M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$2.57M
2
AWM
2
Arista Wealth Management
Nevada
$1.46M
3
AFS
3
Annapolis Financial Services
Maryland
$408K
4
SC
4
Savant Capital
Illinois
$5.2M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$5.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHFA
126
SC&H Financial Advisors
Maryland
$407K +$52.8K +2,362 +15%
DW
127
Dodds Wealth
Colorado
$403K +$16.6K +740 +4%
Wealth Enhancement Advisory Services
128
Wealth Enhancement Advisory Services
Minnesota
$390K +$25.2K +1,125 +7%
BA
129
Bridge Advisory
California
$376K -$7.16K -320 -2%
D.E. Shaw & Co
130
D.E. Shaw & Co
New York
$320K +$320K +14,295 New
Jane Street
131
Jane Street
New York
$302K -$1.05M -46,966 -78%
CIAS
132
CFS Investment Advisory Services
New Jersey
$301K -$42.8K -1,914 -12%
PAG
133
Private Advisor Group
New Jersey
$300K +$57.5K +2,569 +24%
EWA
134
Elevate Wealth Advisory
Georgia
$297K +$41K +1,833 +16%
MWM
135
Mission Wealth Management
California
$295K +$2.08K +93 +0.7%
HKIMG
136
Hutchens & Kramer Investment Management Group
Indiana
$280K -$25.4K -1,156 -8%
MWM
137
Modera Wealth Management
New Jersey
$274K +$22 +1 +0%
W
138
WorthPointe
California
$269K +$269K +12,026 New
CAM
139
CPA Asset Management
Florida
$269K -$309K -13,802 -53%
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
$268K -$633K -28,307 -70%
SW
141
Simplicity Wealth
New Jersey
$267K +$267K +11,951 New
TWA
142
TCI Wealth Advisors
Arizona
$260K -$3.11K -139 -1%
MCM
143
Morton Capital Management
California
$259K -$135K -6,053 -34%
EFP
144
EnRich Financial Partners
Wisconsin
$259K +$259K +11,571 New
Royal Bank of Canada
145
Royal Bank of Canada
Ontario, Canada
$254K +$81.9K +3,660 +48%
TIM
146
Tortoise Investment Management
New York
$252K -$984 -44 -0.4%
BCM
147
Brookstone Capital Management
Illinois
$242K – – –
EP
148
Essential Planning
New Hampshire
$239K +$341 +15 +0.1%
WFAG
149
Wescott Financial Advisory Group
Pennsylvania
$234K – – –
YWM
150
Yoder Wealth Management
California
$227K -$48.8K -2,180 -18%
4 5
6
7 8