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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 %
TIM
176
Tortoise Investment Management
New York
$295K +$9.98K +420 +3%
CAM
177
CPA Asset Management
Florida
$295K +$295K +12,426 New
JWM
178
JDH Wealth Management
California
$294K +$24 +1 +0%
EFP
179
EnRich Financial Partners
Wisconsin
$289K – – –
CPA
180
Cardiff Park Advisors
California
$286K +$95 +4 +0%
PWA
181
Physician Wealth Advisors
Utah
$285K +$14.2K +598 +5%
BCM
182
Brookstone Capital Management
Illinois
$273K +$2.97K +125 +1%
AWM
183
Arista Wealth Management
Nevada
$270K -$15.3K -644 -5%
HKIMG
184
Hutchens & Kramer Investment Management Group
Indiana
$258K -$7.58K -319 -3%
IA
185
IFP Advisors
Florida
$257K +$25.6K +1,079 +11%
GTAM
186
Global Trust Asset Management
Florida
$253K -$294K -12,366 -54%
WFAG
187
Wescott Financial Advisory Group
Pennsylvania
$248K – – –
DW
188
Dodds Wealth
Colorado
$245K – – –
HCM
189
Hutchinson Capital Management
California
$237K – – –
Chevy Chase Trust
190
Chevy Chase Trust
Maryland
$237K +$23K +969 +11%
DWM
191
Dopkins Wealth Management
New York
$234K +$6.2K +261 +3%
FWP
192
Firethorn Wealth Partners
Georgia
$225K -$56.8K -2,390 -20%
GCA
193
Greenwood Capital Associates
South Carolina
$222K +$222K +9,326 New
CIAS
194
CFS Investment Advisory Services
New Jersey
$219K -$109K -4,596 -33%
CA
195
Claris Advisors
Missouri
$212K +$212K +8,928 New
SW
196
Simplicity Wealth
New Jersey
$212K -$74.1K -3,116 -26%
RCAG
197
Rehmann Capital Advisory Group
Michigan
$211K +$211K +8,883 New
FG
198
Foster Group
Iowa
$209K – – –
EP
199
Essential Planning
New Hampshire
$208K -$15.9M -669,139 -99%
SFP
200
SwitchPoint Financial Planning
Utah
$206K – – –
6 7
8
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