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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 %
Wells Fargo
176
Wells Fargo
California
$160K +$160K +6,254 New
FFA
177
Frazier Financial Advisors
Ohio
$152K – – –
IA
178
IFP Advisors
Florida
$136K +$136K +5,311 New
AP
179
Aspect Partners
Virginia
$126K +$126K +4,925 New
Morgan Stanley
180
Morgan Stanley
New York
$123K +$36.4K +1,419 +42%
CTWM
181
Cherry Tree Wealth Management
Minnesota
$117K – – –
BCM
182
Blume Capital Management
California
$116K -$641 -25 -0.5%
BTI
183
Blue Trust Inc
Georgia
$113K – – –
ME
184
McIlrath & Eck
Washington
$108K – – –
JPMorgan Chase & Co
185
JPMorgan Chase & Co
New York
$79.1K +$35.6K +1,387 +82%
HGA
186
Hobbs Group Advisors
South Carolina
$76.9K +$76.9K +3,000 New
AF
187
Advisornet Financial
Minnesota
$64.2K +$12.6K +490 +24%
BWL
188
Bogart Wealth LLC
Virginia
$43.5K – – –
PG
189
Proffitt & Goodson
Tennessee
$31.2K +$31.2K +1,218 New
Comerica Bank
190
Comerica Bank
Texas
$30.2K – – –
KSWA
191
Kathleen S. Wright Associates
Pennsylvania
$24.4K – – –
CT
192
Colonial Trust
South Carolina
$17.5K – – –
CAS
193
Coppell Advisory Solutions
Texas
$12.3K -$407 -16 -3%
EWA
194
EverSource Wealth Advisors
Alabama
$11.8K – – –
ACM
195
Anfield Capital Management
California
$7.13K – – –
OLVIG
196
Oliver Lagore Vanvalin Investment Group
Michigan
$5.54K +$410 +16 +8%
AWM
197
Angeles Wealth Management
California
$5.33K -$3.87K -151 -42%
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$5.15K +$5.15K +201 New
Qube Research & Technologies (QRT)
199
Qube Research & Technologies (QRT)
United Kingdom
$4.82K -$4.54K -177 -48%
ADL
200
Asset Dedication LLC
California
$3.41K – – –
5 6 7
8
9