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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

137 hedge funds and large institutions have $374M invested in Dimensional US Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 82 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
137
Holders Change
+15
Holders Change %
+12.3%
% of All Funds
2.19%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.27%
New
25
Increased
82
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EGWAG
1
Elwood & Goetz Wealth Advisory Group
Georgia
$30.5M
2
B
2
Bridgeworth
Alabama
$22.6M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$10.2M
4
LGWM
4
Litman Gregory Wealth Management
California
$7.56M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$24.5M

Top Sellers

1
PFO
1
Pathstone Family Office
New Jersey
$1.69M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$16K
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$0
4
W
4
WPWealth
Texas
$4.52M
5
WP
5
WealthSource Partners
California
$391K
Name Market Value Shares Shares
Change 		Shares
Change %
BHWM
1
Beaird Harris Wealth Management
Texas
$33.6M 1,565,597 +67,925 +5%
EGWAG
2
Elwood & Goetz Wealth Advisory Group
Georgia
$30.5M 1,419,385 +1,376,316 +3,196%
HighTower Advisors
3
HighTower Advisors
Illinois
$24.5M 1,140,330 +304,412 +36%
B
4
Bridgeworth
Alabama
$22.6M 1,052,428 +645,590 +159%
FFM
5
Forum Financial Management
Illinois
$18.7M 868,300 -17,405 -2%
RK
6
Rather & Kittrell
Tennessee
$13M 605,794 +119,304 +25%
IWC
7
Integrated Wealth Concepts
Massachusetts
$10.2M 475,077 +465,545 +4,884%
RRC
8
Relaxing Retirement Coach
Massachusetts
$8.2M 381,565 +45,538 +14%
FMWA
9
Forvis Mazars Wealth Advisors
Missouri
$7.85M 365,262 +59,670 +20%
SAM
10
Satovsky Asset Management
New York
$7.56M 351,695 +32,468 +10%
LGWM
11
Litman Gregory Wealth Management
California
$7.56M 351,695 +351,695 New
AWM
12
AE Wealth Management
Kansas
$7.51M 349,484 +302,009 +636%
CCM
13
Carlson Capital Management
Minnesota
$7.32M 340,638 +66,300 +24%
RIP
14
RAM Investment Partners
Washington
$6.59M 306,819 +47,525 +18%
RS
15
Retirement Solution
Washington
$6.44M 299,608 +299,608 New
CWM
16
Core Wealth Management
Florida
$6.32M 294,215 +10,914 +4%
BA
17
Bridgewater Advisors
New York
$6.04M 280,838 +46,428 +20%
APC
18
Asset Planning Corporation
Tennessee
$5.39M 250,949 +3,112 +1%
PFM
19
Phillips Financial Management
Indiana
$5.21M 242,282 +17,640 +8%
ASI
20
Advisory Services & Investments
Oregon
$4.87M 226,708 -13,243 -6%
PFG
21
Pinnacle Financial Group
Illinois
$4.87M 226,589 +226,589 New
WCWM
22
Willow Creek Wealth Management
California
$4.71M 219,310 +2,992 +1%
LPL Financial
23
LPL Financial
California
$4.6M 214,176 +11,702 +6%
AP
24
Adero Partners
California
$4.54M 211,179 +48,885 +30%
W
25
WPWealth
Texas
$4.52M 210,377 -84,025 -29%
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