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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 %
AI
151
Atria Investments
North Carolina
$321K +$321K +12,510 New
YWM
152
Yoder Wealth Management
California
$318K -$4.21K -164 -1%
AWM
153
Arista Wealth Management
Nevada
$312K -$300K -11,709 -49%
EFP
154
EnRich Financial Partners
Wisconsin
$311K – – –
HKIMG
155
Hutchens & Kramer Investment Management Group
Indiana
$307K -$10.6K -417 -3%
CPA
156
Cardiff Park Advisors
California
$306K +$54.7K +2,132 +22%
WP
157
Wealthspan Partners
Iowa
$303K +$48K +1,871 +19%
PWA
158
Physician Wealth Advisors
Utah
$291K +$38.6K +1,520 +15%
BCM
159
Brookstone Capital Management
Illinois
$291K +$14.3K +557 +5%
EP
160
Essential Planning
New Hampshire
$284K -$9.03K -352 -3%
SSB
161
Sandy Spring Bank
Maryland
$269K +$119K +4,642 +79%
TWA
162
TCI Wealth Advisors
Arizona
$269K -$29.1K -1,136 -10%
WFAG
163
Wescott Financial Advisory Group
Pennsylvania
$268K – – –
MWM
164
Mission Wealth Management
California
$258K -$12.8K -499 -5%
DW
165
Dodds Wealth
Colorado
$255K -$190K -7,689 -43%
TC
166
TownSquare Capital
Utah
$243K – – –
Chevy Chase Trust
167
Chevy Chase Trust
Maryland
$230K +$230K +8,984 New
FG
168
Foster Group
Iowa
$226K +$226K +8,806 New
BOSSRA
169
B.O.S.S. Retirement Advisors
Utah
$224K +$224K +8,723 New
Jane Street
170
Jane Street
New York
$222K -$855K -33,361 -79%
RCAG
171
Rehmann Capital Advisory Group
Michigan
$215K +$215K +8,375 New
GHA
172
Granite Harbor Advisors
Texas
$213K +$213K +8,302 New
CA
173
Claris Advisors
Missouri
$204K +$204K +7,966 New
UB
174
UMB Bank
Missouri
$176K – – –
FFA
175
Farther Finance Advisors
California
$170K +$54.8K +2,139 +48%
5 6
7
8 9