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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

254 hedge funds and large institutions have $979M invested in Dimensional US Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 109 increasing their positions, 77 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+14
Holders Change %
+5.83%
% of All Funds
3.41%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.26%
New
33
Increased
109
Reduced
77
Closed
15
Calls
$225K
Puts
–
Net Calls
+$225K
Net Calls Change
-$184K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$84.1M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$11.8M
3
CW
3
Curio Wealth
Maryland
$5.34M
4
FH
4
Financial Harvest
Florida
$5.24M
5
Prudential Financial
5
Prudential Financial
New Jersey
$58.4M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$50.2M
2
BFA
2
Brown Financial Advisory
Alabama
$3.9M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.19M
4
AWM
4
Austin Wealth Management
Texas
$2.39M
5
SC
5
Savant Capital
Illinois
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
176
Wealthspan Partners
Iowa
$347K +$32.6K +1,389 +10%
IA
177
IFP Advisors
Florida
$341K +$86.7K +3,697 +34%
WMN
178
Wealth Management Nebraska
Nebraska
$333K +$333K +14,298 New
CAM
179
CPA Asset Management
Florida
$330K +$38.5K +1,642 +13%
GCA
180
Greenwood Capital Associates
South Carolina
$325K +$106K +4,512 +48%
T
181
Tableaux
Massachusetts
$321K +$321K +11,011 New
TWA
182
TCI Wealth Advisors
Arizona
$312K +$868 +37 +0.3%
MPW
183
Magnolia Private Wealth
Pennsylvania
$303K – – –
AWM
184
Axxcess Wealth Management
California
$292K -$35K -1,494 -11%
TIM
185
Tortoise Investment Management
New York
$292K – – –
HWMT
186
Heritage Wealth Management (Texas)
Texas
$286K -$64.3K -2,739 -18%
EFP
187
EnRich Financial Partners
Wisconsin
$285K – – –
MWM
188
Mission Wealth Management
California
$284K +$284K +12,101 New
JWM
189
JDH Wealth Management
California
$282K -$7.88K -336 -3%
BCM
190
Brookstone Capital Management
Illinois
$282K +$12.2K +519 +5%
SHFA
191
SC&H Financial Advisors
Maryland
$281K -$158K -6,742 -36%
BAM
192
Bayshore Asset Management
Florida
$278K +$278K +11,831 New
PWA
193
Physician Wealth Advisors
Utah
$275K -$6.05K -258 -2%
BCI
194
Brinker Capital Investments
Pennsylvania
$273K +$273K +11,619 New
TIAM2
195
Tru Independence Asset Management 2
Oregon
$266K -$163K -6,938 -38%
FWMP
196
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$265K -$126K -5,380 -32%
AWM
197
Arista Wealth Management
Nevada
$249K -$17K -725 -6%
HKIMG
198
Hutchens & Kramer Investment Management Group
Indiana
$247K -$9.15K -388 -4%
WFAG
199
Wescott Financial Advisory Group
Pennsylvania
$245K – – –
Northern Trust
200
Northern Trust
Illinois
$243K +$243K +10,354 New
6 7
8
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