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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

240 hedge funds and large institutions have $958M invested in Dimensional US Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 115 increasing their positions, 69 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+5
Holders Change %
+2.13%
% of All Funds
3.26%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.27%
New
21
Increased
115
Reduced
69
Closed
11
Calls
$647K
Puts
$238K
Net Calls
+$409K
Net Calls Change
+$365K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$55.7M
2
HWM
2
Hemington Wealth Management
Virginia
$11.3M
3
SFO
3
Stokes Family Office
Louisiana
$6M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$60.5M
5
AWM
5
Aprio Wealth Management
Georgia
$13.1M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$4.93M
2
EP
2
Essential Planning
New Hampshire
$208K
3
SC
3
Savant Capital
Illinois
$16.9M
4
FH
4
Financial Harvest
Florida
$0
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$4.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWIA
126
Porter White Investment Advisors
Alabama
$1.01M -$31.2K -1,314 -3%
WAN
127
Wealth Advisors Northwest
Oregon
$995K -$747K -31,438 -43%
GVAG
128
Great Valley Advisor Group
Delaware
$995K -$1.47K -62 -0.1%
DPI
129
Diversified Portfolios Inc
Michigan
$960K +$258K +10,872 +37%
SRCM
130
Signature Resources Capital Management
California
$935K -$182K -7,663 -16%
AIA
131
AssuredPartners Investment Advisors
Florida
$904K +$156K +6,575 +21%
SFS
132
Sowell Financial Services
Arkansas
$880K +$3.09K +130 +0.4%
IWC
133
Infinity Wealth Counsel
Ohio
$879K +$55.5K +2,335 +7%
WANY
134
Wealthspire Advisors (New York)
New York
$877K – – –
HWMC
135
Heritage Wealth Management (California)
California
$874K -$1.78K -75 -0.2%
TC
136
TAGStone Capital
North Carolina
$852K +$58.9K +2,478 +7%
AA
137
Advisory Alpha
Michigan
$840K +$5.78K +243 +0.7%
Mariner
138
Mariner
Kansas
$801K +$16.1K +678 +2%
SFC
139
Sprinkle Financial Consultants
Colorado
$748K +$44.1K +1,857 +6%
MWA
140
Monograph Wealth Advisors
California
$737K – – –
DFC
141
DBK Financial Counsel
Ohio
$721K +$3.19K +134 +0.4%
LWM
142
Lakeridge Wealth Management
Ohio
$718K +$58.5K +2,460 +9%
CG
143
Caprock Group
Idaho
$676K +$12K +506 +2%
RPA
144
Redwood Park Advisors
California
$632K +$126K +5,290 +25%
WCFA
145
Walkner Condon Financial Advisors
Wisconsin
$606K -$52.9K -2,224 -8%
Royal Bank of Canada
146
Royal Bank of Canada
Ontario, Canada
$598K -$160K -6,742 -21%
AAM
147
Austin Asset Management
Texas
$537K – – –
SSB
148
Sandy Spring Bank
Maryland
$521K +$231K +9,713 +80%
FFM
149
Flagstone Financial Management
Nebraska
$503K +$998 +42 +0.2%
W
150
WorthPointe
California
$501K -$6.04K -254 -1%
4 5
6
7 8