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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

145 hedge funds and large institutions have $459M invested in Dimensional US Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 86 increasing their positions, 30 reducing their positions, and 11 closing their positions.

Holders
145
Holders Change
+6
Holders Change %
+4.32%
% of All Funds
2.31%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.19%
New
18
Increased
86
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$32M
2
SC
2
Savant Capital
Illinois
$7.89M
3
AWM
3
Austin Wealth Management
Texas
$6.89M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$2.32M
5
Mariner
5
Mariner
Kansas
$2.18M

Top Sellers

1
ASI
1
Advisory Services & Investments
Oregon
$0
2
HighTower Advisors
2
HighTower Advisors
Illinois
$23.3M
3
LPL Financial
3
LPL Financial
California
$2.88M
4
W
4
WPWealth
Texas
$2.3M
5
FFM
5
Forum Financial Management
Illinois
$8.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BHWM
1
Beaird Harris Wealth Management
Texas
$32.6M 1,668,420 -6,778 -0.4%
SIS
2
Strategic Investment Solutions
Illinois
$32M 1,503,088 +1,468,818 +4,286%
EGWAG
3
Elwood & Goetz Wealth Advisory Group
Georgia
$30.7M 1,574,992 +44,835 +3%
B
4
Bridgeworth
Alabama
$25.4M 1,300,307 +96,714 +8%
HighTower Advisors
5
HighTower Advisors
Illinois
$23.3M 1,190,404 -79,436 -6%
RIP
6
RAM Investment Partners
Washington
$22.7M 1,162,426 +22,403 +2%
RK
7
Rather & Kittrell
Tennessee
$15.4M 788,590 +96,551 +14%
AWM
8
Arista Wealth Management
Nevada
$13.4M 688,260 +53,082 +8%
BFA
9
Brown Financial Advisory
Alabama
$12.7M 652,632 +32,753 +5%
FMWA
10
Forvis Mazars Wealth Advisors
Missouri
$10.9M 559,569 +97,020 +21%
IWC
11
Integrated Wealth Concepts
Massachusetts
$9.84M 504,260 +7,628 +2%
FFM
12
Forum Financial Management
Illinois
$8.9M 456,077 -48,506 -10%
AWM
13
AE Wealth Management
Kansas
$8.05M 412,189 +32,570 +9%
CCM
14
Carlson Capital Management
Minnesota
$7.99M 409,280 +44,805 +12%
SC
15
Savant Capital
Illinois
$7.89M 403,973 +403,973 New
BA
16
Bridgewater Advisors
New York
$7.8M 399,756 +73,415 +22%
CWM
17
Core Wealth Management
Florida
$6.99M 358,196 +25,367 +8%
AWM
18
Austin Wealth Management
Texas
$6.89M 334,023 +334,023 New
PFM
19
Phillips Financial Management
Indiana
$6.7M 343,431 +56,885 +20%
RS
20
Retirement Solution
Washington
$6.45M 330,489 +16,695 +5%
APC
21
Asset Planning Corporation
Tennessee
$5.89M 301,547 +14,912 +5%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$5.58M 285,707 +25,494 +10%
PFG
23
Pinnacle Financial Group
Illinois
$5.08M 260,105 +18,902 +8%
RFP
24
Root Financial Partners
California
$5.04M 258,418 +47,755 +23%
WCWM
25
Willow Creek Wealth Management
California
$4.89M 250,533 +11,029 +5%
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