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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 %
D.E. Shaw & Co
201
D.E. Shaw & Co
New York
$242K -$94.4K -4,024 -28%
DW
202
Dodds Wealth
Colorado
$242K – – –
HCM
203
Hutchinson Capital Management
California
$234K – – –
Chevy Chase Trust
204
Chevy Chase Trust
Maryland
$233K – – –
AIC
205
Allodium Investment Consultants
Minnesota
$229K +$229K +9,759 New
DWM
206
Dopkins Wealth Management
New York
$226K -$5.26K -224 -2%
BTI
207
Blue Trust Inc
Georgia
$224K +$68K +2,899 +44%
GTAM
208
Global Trust Asset Management
Florida
$223K -$27K -1,150 -11%
XPN
209
XY Planning Network
Montana
$213K +$213K +9,073 New
FG
210
Foster Group
Iowa
$207K – – –
SEIA
211
Signature Estate & Investment Advisors
California
$206K +$206K +8,799 New
CA
212
Claris Advisors
Missouri
$204K -$5.04K -215 -2%
UB
213
UMB Bank
Missouri
$168K – – –
FFA
214
Frazier Financial Advisors
Ohio
$139K – – –
FFA
215
Farther Finance Advisors
California
$134K +$24.9K +1,062 +23%
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$120K – – –
AP
217
Aspect Partners
Virginia
$116K – – –
CTWM
218
Cherry Tree Wealth Management
Minnesota
$107K – – –
BCM
219
Blume Capital Management
California
$102K – – –
MPW
220
MASECO Private Wealth
$101K +$101K +4,296 New
ME
221
McIlrath & Eck
Washington
$98.9K – – –
EWA
222
EQ Wealth Advisors
Texas
$88.9K -$27.7K -1,180 -24%
BGWM
223
Bridge Generations Wealth Management
Florida
$67.3K – – –
KSWA
224
Kathleen S. Wright Associates
Pennsylvania
$54.8K +$29.6K +1,260 +117%
JPMorgan Chase & Co
225
JPMorgan Chase & Co
New York
$54K -$34.3K -1,470 -39%
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