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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

208 hedge funds and large institutions have $836M invested in Dimensional US Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 87 increasing their positions, 68 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+20
Holders Change %
+10.64%
% of All Funds
3.01%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.25%
New
28
Increased
87
Reduced
68
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$6.57M
2
RFP
2
Root Financial Partners
California
$19.2M
3
AWM
3
Aprio Wealth Management
Georgia
$7.47M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$6.36M
5
JTWM
5
Jackson Thornton Wealth Management
Alabama
$5.94M

Top Sellers

1
FMWA
1
Forvis Mazars Wealth Advisors
Missouri
$9.73M
2
SC
2
Savant Capital
Illinois
$32.4M
3
CCM
3
Carlson Capital Management
Minnesota
$2.7M
4
NA
4
NewEdge Advisors
Louisiana
$1.29M
5
BHWM
5
Beaird Harris Wealth Management
Texas
$41.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
126
SOL Capital Management
Maryland
$589K -$92.3K -3,600 -14%
AAM
127
Austin Asset Management
Texas
$579K – – –
LWM
128
Lakeridge Wealth Management
Ohio
$574K +$43.8K +1,710 +8%
RJA
129
Raymond James & Associates
Florida
$573K +$573K +22,361 New
WCFA
130
Walkner Condon Financial Advisors
Wisconsin
$569K +$14.6K +568 +3%
Citadel Advisors
131
Citadel Advisors
Florida
$549K +$549K +21,399 New
FWM
132
Fonville Wealth Management
Virginia
$541K -$2.1K -82 -0.4%
FFM
133
Flagstone Financial Management
Nebraska
$494K – – –
USCWA
134
U.S. Capital Wealth Advisors
Texas
$477K -$25.6K -1,000 -5%
HWMT
135
Heritage Wealth Management (Texas)
Texas
$470K -$23.8K -928 -5%
SHFA
136
SC&H Financial Advisors
Maryland
$470K +$1.56K +61 +0.3%
MWM
137
Melfa Wealth Management
Massachusetts
$455K -$7.69K -300 -2%
NWM
138
Northwest Wealth Management
Iowa
$436K -$13.3K -520 -3%
W
139
WorthPointe
California
$425K +$117K +4,548 +38%
DWM
140
Drive Wealth Management
Utah
$407K -$200K -7,785 -33%
DFG
141
Dupree Financial Group
Kentucky
$384K +$2.64K +103 +0.7%
AFS
142
Annapolis Financial Services
Maryland
$380K -$1.69K -66 -0.4%
BA
143
Bridge Advisory
California
$380K +$3.15K +123 +0.8%
SPC
144
Sigma Planning Corp
Michigan
$362K +$362K +14,117 New
TIM
145
Tortoise Investment Management
New York
$356K +$48.1K +1,875 +16%
CIAS
146
CFS Investment Advisory Services
New Jersey
$353K +$3.39K +132 +1%
MGWA
147
Monument Group Wealth Advisors
Massachusetts
$349K -$491K -19,144 -58%
EWA
148
Elevate Wealth Advisory
Georgia
$347K – – –
FWP
149
Firethorn Wealth Partners
Georgia
$346K -$95.7K -3,734 -22%
SW
150
Simplicity Wealth
New Jersey
$325K -$9.92K -387 -3%
4 5
6
7 8