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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

145 hedge funds and large institutions have $459M invested in Dimensional US Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 86 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+6
Holders Change %
+4.32%
% of All Funds
2.31%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.19%
New
18
Increased
86
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$32M
2
SC
2
Savant Capital
Illinois
$7.89M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$2.32M
4
Mariner
4
Mariner
Kansas
$2.18M
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$10.9M

Top Sellers

1
ASI
1
Advisory Services & Investments
Oregon
$0
2
HighTower Advisors
2
HighTower Advisors
Illinois
$23.3M
3
LPL Financial
3
LPL Financial
California
$2.88M
4
W
4
WPWealth
Texas
$2.3M
5
FFM
5
Forum Financial Management
Illinois
$8.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
151
TCI Wealth Advisors
Arizona
– -$204K -9,499 Closed
PW
152
Peninsula Wealth
California
– -$202K -9,387 Closed
VCM
153
Versant Capital Management
Arizona
– -$167K -7,778 Closed
Citigroup
154
Citigroup
New York
– -$3.49K -162 Closed
AWM
155
Aspire Wealth Management
Massachusetts
– -$3.21K -149 Closed
3 4 5 6
7