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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

122 hedge funds and large institutions have $293M invested in Dimensional US Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 50 increasing their positions, 9 reducing their positions, and 9 closing their positions.

Holders
122
Holders Change
+53
Holders Change %
+76.81%
% of All Funds
1.97%
Holding in Top 10
10
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+233.33%
% of All Funds
0.16%
New
62
Increased
50
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$24.7M
2
FFM
2
Forum Financial Management
Illinois
$18.7M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$11.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$11.1M
5
RK
5
Rather & Kittrell
Tennessee
$10.3M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$303K
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$0
3
GTAM
3
Global Trust Asset Management
Florida
$1.12M
4
AP
4
Adero Partners
California
$3.43M
5
RA
5
RFG Advisory
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BHWM
1
Beaird Harris Wealth Management
Texas
$31.7M 1,497,672 +219,694 +17%
PFO
2
Pathstone Family Office
New Jersey
$24.7M 1,168,214 +1,168,214 New
FFM
3
Forum Financial Management
Illinois
$18.7M 885,705 +574,919 +185%
HighTower Advisors
4
HighTower Advisors
Illinois
$17.7M 835,918 +281,448 +51%
BFEC
5
Benjamin F. Edwards & Company
Missouri
$11.1M 524,629 +524,629 New
Bank of New York Mellon
6
Bank of New York Mellon
New York
$11.1M 523,644 +523,644 New
RK
7
Rather & Kittrell
Tennessee
$10.3M 486,490 +426,283 +708%
B
8
Bridgeworth
Alabama
$8.6M 406,838 +406,838 New
RRC
9
Relaxing Retirement Coach
Massachusetts
$7.11M 336,027 +155,079 +86%
SAM
10
Satovsky Asset Management
New York
$6.75M 319,227 +209,553 +191%
FMWA
11
Forvis Mazars Wealth Advisors
Missouri
$6.46M 305,592 +115,942 +61%
W
12
WPWealth
Texas
$6.23M 294,402 +294,402 New
CWM
13
Core Wealth Management
Florida
$5.99M 283,301 +283,301 New
CCM
14
Carlson Capital Management
Minnesota
$5.8M 274,338 +224,478 +450%
RIP
15
RAM Investment Partners
Washington
$5.48M 259,294 +259,294 New
APC
16
Asset Planning Corporation
Tennessee
$5.24M 247,837 +35,366 +17%
ASI
17
Advisory Services & Investments
Oregon
$5.07M 239,951 -47,638 -17%
BA
18
Bridgewater Advisors
New York
$4.96M 234,410 +202,859 +643%
PFM
19
Phillips Financial Management
Indiana
$4.75M 224,642 +135,004 +151%
WCWM
20
Willow Creek Wealth Management
California
$4.58M 216,318 +130,861 +153%
LPL Financial
21
LPL Financial
California
$4.28M 202,474 +202,474 New
SIG
22
Spinnaker Investment Group
California
$3.98M 188,069 +16,898 +10%
AP
23
Adero Partners
California
$3.43M 162,294 -67,218 -29%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$3.36M 158,831 +70,418 +80%
GCA
25
Gradient Capital Advisors
California
$2.86M 135,082 +15,437 +13%
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