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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

188 hedge funds and large institutions have $704M invested in Dimensional US Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 99 increasing their positions, 53 reducing their positions, and 13 closing their positions.

Holders
188
Holders Change
+2
Holders Change %
+1.08%
% of All Funds
2.73%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
17
Increased
99
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$30.8M
2
MFT
2
Moisand Fitzgerald Tamayo
Florida
$23.6M
3
AP
3
Adero Partners
California
$65.2M
4
DWM
4
Diversify Wealth Management
Utah
$7.71M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$47.5M

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$3.2M
2
RS
2
Retirement Solution
Washington
$0
3
BHWM
3
Beaird Harris Wealth Management
Texas
$37.1M
4
NA
4
NewEdge Advisors
Louisiana
$2.36M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$3.13M
Name Market Value Shares Shares
Change 		Shares
Change %
AP
1
Adero Partners
California
$65.2M 2,949,526 +956,688 +48%
HighTower Advisors
2
HighTower Advisors
Illinois
$47.5M 2,147,438 +337,765 +19%
EGWAG
3
Elwood & Goetz Wealth Advisory Group
Georgia
$41.5M 1,878,558 +135,246 +8%
BHWM
4
Beaird Harris Wealth Management
Texas
$37.1M 1,677,775 -133,242 -7%
SC
5
Savant Capital
Illinois
$30.8M 1,395,609 +1,163,244 +501%
RIP
6
RAM Investment Partners
Washington
$26.2M 1,183,418 +61,953 +6%
MFT
7
Moisand Fitzgerald Tamayo
Florida
$23.6M 1,069,007 +1,019,342 +2,052%
RK
8
Rather & Kittrell
Tennessee
$18.8M 852,248 +34,348 +4%
GOCP
9
Great Oak Capital Partners
Massachusetts
$17.8M 744,463 +227,508 +44%
BFA
10
Brown Financial Advisory
Alabama
$13.1M 591,991 -55,304 -9%
RFP
11
Root Financial Partners
California
$12.1M 547,616 +136,081 +33%
BA
12
Bridgewater Advisors
New York
$11.4M 496,453 -11,984 -2%
FMWA
13
Forvis Mazars Wealth Advisors
Missouri
$11.4M 516,950 -74,757 -13%
EWA
14
Exencial Wealth Advisors
Oklahoma
$10.8M 490,609 +64,295 +15%
CWM
15
Core Wealth Management
Florida
$9.97M 451,296 +49,068 +12%
PFM
16
Phillips Financial Management
Indiana
$9.65M 436,643 +40,341 +10%
WCWM
17
Willow Creek Wealth Management
California
$9.46M 427,941 +17,608 +4%
FFM
18
Forum Financial Management
Illinois
$9.29M 420,335 -95 -0%
FW
19
Fidato Wealth
Ohio
$8.61M 389,815 +19,335 +5%
SAM
20
Satovsky Asset Management
New York
$8.53M 385,928 +245,188 +174%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$8.28M 374,813 +21,345 +6%
DAS
22
Dynamic Advisor Solutions
Arizona
$7.77M 351,665 +142,945 +68%
CPW
23
Crestmont Private Wealth
Texas
$7.77M 351,363 -15,343 -4%
WDG
24
Wealth Dimensions Group
Ohio
$7.76M 351,121 +66,037 +23%
DWM
25
Diversify Wealth Management
Utah
$7.71M 330,693 +330,693 New
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