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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

186 hedge funds and large institutions have $608M invested in Dimensional US Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 109 increasing their positions, 46 reducing their positions, and 9 closing their positions.

Holders
186
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
2.7%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
16
Increased
109
Reduced
46
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AP
1
Adero Partners
California
$44.6M
2
EWA
2
Exencial Wealth Advisors
Oklahoma
$9.54M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$40.5M
4
GOCP
4
Great Oak Capital Partners
Massachusetts
$11.6M
5
HSG
5
Helen Stephens Group
Texas
$5.93M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$2.57M
2
AWM
2
Arista Wealth Management
Nevada
$1.46M
3
AFS
3
Annapolis Financial Services
Maryland
$408K
4
SC
4
Savant Capital
Illinois
$5.2M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$5.31M
Name Market Value Shares Shares
Change 		Shares
Change %
AP
1
Adero Partners
California
$44.6M 1,992,838 +1,823,470 +1,077%
BHWM
2
Beaird Harris Wealth Management
Texas
$40.5M 1,811,017 +88,194 +5%
HighTower Advisors
3
HighTower Advisors
Illinois
$40.5M 1,809,673 +201,748 +13%
EGWAG
4
Elwood & Goetz Wealth Advisory Group
Georgia
$39M 1,743,312 +83,384 +5%
RIP
5
RAM Investment Partners
Washington
$25.1M 1,121,465 +31,817 +3%
RK
6
Rather & Kittrell
Tennessee
$18.3M 817,900 +3,780 +0.5%
BFA
7
Brown Financial Advisory
Alabama
$14.5M 647,295 -27,705 -4%
FMWA
8
Forvis Mazars Wealth Advisors
Missouri
$13.2M 591,707 +8,609 +1%
GOCP
9
Great Oak Capital Partners
Massachusetts
$11.6M 516,955 +156,475 +43%
BA
10
Bridgewater Advisors
New York
$11.4M 508,437 -2,149 -0.4%
IWC
11
Integrated Wealth Concepts
Massachusetts
$11.2M 501,603 +3,244 +0.7%
EWA
12
Exencial Wealth Advisors
Oklahoma
$9.54M 426,314 +413,848 +3,320%
FFM
13
Forum Financial Management
Illinois
$9.41M 420,430 +4,948 +1%
RFP
14
Root Financial Partners
California
$9.21M 411,535 +72,171 +21%
WCWM
15
Willow Creek Wealth Management
California
$9.18M 410,333 -12,218 -3%
CWM
16
Core Wealth Management
Florida
$9M 402,228 +34,226 +9%
PFM
17
Phillips Financial Management
Indiana
$8.87M 396,302 +35,995 +10%
FW
18
Fidato Wealth
Ohio
$8.29M 370,480 +8,438 +2%
CPW
19
Crestmont Private Wealth
Texas
$8.2M 366,706 -23,764 -6%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$7.91M 353,468 +22,140 +7%
RS
21
Retirement Solution
Washington
$7.7M 344,317 +1,465 +0.4%
APC
22
Asset Planning Corporation
Tennessee
$7.49M 334,731 -2,080 -0.6%
BPA
23
Beacon Pointe Advisors
California
$6.64M 296,649 +6,631 +2%
PFG
24
Pinnacle Financial Group
Illinois
$6.62M 296,045 +20,733 +8%
WDG
25
Wealth Dimensions Group
Ohio
$6.38M 285,084 +41,621 +17%
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