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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 %
FOA
151
Five Oceans Advisors
California
$500K -$32.9K -1,382 -6%
FWM
152
Fonville Wealth Management
Virginia
$487K -$4.23K -178 -0.9%
SCM
153
SOL Capital Management
Maryland
$482K -$64.2K -2,700 -12%
SWM
154
SpringVest Wealth Management
Texas
$472K -$73.9K -3,111 -14%
SHFA
155
SC&H Financial Advisors
Maryland
$445K +$357 +15 +0.1%
TIAM2
156
Tru Independence Asset Management 2
Oregon
$434K -$176K -7,388 -29%
Cambridge Investment Research Advisors
157
Cambridge Investment Research Advisors
Iowa
$432K -$25.8K -1,086 -6%
JC
158
Jentner Corp
Ohio
$430K -$302K -12,686 -41%
EWA
159
Elevate Wealth Advisory
Georgia
$426K +$5.11K +215 +1%
CL
160
CLG LLC
California
$422K – – –
MWM
161
Melfa Wealth Management
Massachusetts
$421K – – –
NWM
162
Northwest Wealth Management
Iowa
$402K -$2.78K -117 -0.7%
YWM
163
Yoder Wealth Management
California
$399K +$108K +4,530 +37%
FWMP
164
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$397K -$8.3K -349 -2%
DFG
165
Dupree Financial Group
Kentucky
$364K +$404 +17 +0.1%
USCWA
166
U.S. Capital Wealth Advisors
Texas
$361K -$33.3K -1,400 -8%
MWM
167
Modera Wealth Management
New Jersey
$358K -$51.2K -2,154 -13%
HWMT
168
Heritage Wealth Management (Texas)
Texas
$355K -$87K -3,659 -20%
D.E. Shaw & Co
169
D.E. Shaw & Co
New York
$341K +$341K +14,360 New
AWM
170
Axxcess Wealth Management
California
$331K +$331K +13,937 New
WP
171
Wealthspan Partners
Iowa
$318K +$20K +840 +7%
TWA
172
TCI Wealth Advisors
Arizona
$315K +$35.5K +1,492 +13%
TC
173
TownSquare Capital
Utah
$308K -$165K -6,937 -35%
MPW
174
Magnolia Private Wealth
Pennsylvania
$307K – – –
DWM
175
Drive Wealth Management
Utah
$296K -$9.13K -384 -3%
5 6
7
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