DFAR icon

Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

69 hedge funds and large institutions have $109M invested in Dimensional US Real Estate ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 34 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
69
Holders Change
+25
Holders Change %
+56.82%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
34
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BHWM
1
Beaird Harris Wealth Management
Texas
$26.3M
2
FFM
2
Forum Financial Management
Illinois
$6.39M
3
AP
3
Adero Partners
California
$4.58M
4
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$3.9M
5
SAM
5
Satovsky Asset Management
New York
$2.26M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
RIM
2
Rockbridge Investment Management
New York
$0
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$13K
4
BA
4
Bridgewater Advisors
New York
$649K
5
WWM
5
Wolff Wiese Magana
California
$271K
Name Market Value Shares Shares
Change 		Shares
Change %
BHWM
1
Beaird Harris Wealth Management
Texas
$26.3M 1,277,978 +349,545 +38%
HighTower Advisors
2
HighTower Advisors
Illinois
$11.4M 554,470 +41,770 +8%
FFM
3
Forum Financial Management
Illinois
$6.39M 310,786 +254,682 +454%
ASI
4
Advisory Services & Investments
Oregon
$5.91M 287,589 +56,772 +25%
AP
5
Adero Partners
California
$4.58M 229,512 +182,135 +384%
APC
6
Asset Planning Corporation
Tennessee
$4.37M 212,471 +14,548 +7%
FMWA
7
Forvis Mazars Wealth Advisors
Missouri
$3.9M 189,650 +111,142 +142%
RRC
8
Relaxing Retirement Coach
Massachusetts
$3.72M 180,948 +93,413 +107%
SIG
9
Spinnaker Investment Group
California
$3.55M 171,171 +13,920 +9%
GTAM
10
Global Trust Asset Management
Florida
$2.49M 120,972 +15,641 +15%
GCA
11
Gradient Capital Advisors
California
$2.46M 119,645 +40,841 +52%
SAM
12
Satovsky Asset Management
New York
$2.26M 109,674 +94,789 +637%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$2.06M 100,000 – –
PFM
14
Phillips Financial Management
Indiana
$1.84M 89,638 +56,266 +169%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.82M 88,413 +55,161 +166%
WCWM
16
Willow Creek Wealth Management
California
$1.76M 85,457 +33,272 +64%
Jane Street
17
Jane Street
New York
$1.71M 83,125 +3,100 +4%
RA
18
RFG Advisory
Alabama
$1.4M 66,951 +66,951 New
BPA
19
Beacon Pointe Advisors
California
$1.36M 65,934 +43,320 +192%
RK
20
Rather & Kittrell
Tennessee
$1.24M 60,207 +35,867 +147%
HCM
21
Hutchinson Capital Management
California
$1.1M 53,554 +23,786 +80%
RWM
22
Rockwood Wealth Management
Pennsylvania
$1.09M 53,136 +53,136 New
CCM
23
Carlson Capital Management
Minnesota
$1.03M 49,860 +49,860 New
AA
24
Advisory Alpha
Michigan
$887K 43,149 +43,149 New
SFG
25
Steward Financial Group
Texas
$864K 42,062 +42,062 New
1
2 3