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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

208 hedge funds and large institutions have $836M invested in Dimensional US Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 87 increasing their positions, 68 reducing their positions, and 7 closing their positions.

Holders
208
Holders Change
+20
Holders Change %
+10.64%
% of All Funds
3.01%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.25%
New
28
Increased
87
Reduced
68
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$6.57M
2
RFP
2
Root Financial Partners
California
$19.2M
3
EFG
3
Elios Financial Group
Ohio
$5.08M
4
AWM
4
Aprio Wealth Management
Georgia
$7.47M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.36M

Top Sellers

1
FMWA
1
Forvis Mazars Wealth Advisors
Missouri
$9.73M
2
SC
2
Savant Capital
Illinois
$32.4M
3
CCM
3
Carlson Capital Management
Minnesota
$2.7M
4
NA
4
NewEdge Advisors
Louisiana
$1.29M
5
BHWM
5
Beaird Harris Wealth Management
Texas
$41.7M
Name Market Value Shares Shares
Change 		Shares
Change %
AP
1
Adero Partners
California
$75.6M 2,949,846 +320 +0%
HighTower Advisors
2
HighTower Advisors
Illinois
$56.3M 2,195,896 +48,458 +2%
EGWAG
3
Elwood & Goetz Wealth Advisory Group
Georgia
$49.4M 1,925,673 +47,115 +3%
BHWM
4
Beaird Harris Wealth Management
Texas
$41.7M 1,626,622 -51,153 -3%
SC
5
Savant Capital
Illinois
$32.4M 1,261,967 -133,642 -10%
RIP
6
RAM Investment Partners
Washington
$30.7M 1,196,984 +13,566 +1%
MFT
7
Moisand Fitzgerald Tamayo
Florida
$27.6M 1,075,706 +6,699 +0.6%
RK
8
Rather & Kittrell
Tennessee
$21.4M 834,362 -17,886 -2%
GOCP
9
Great Oak Capital Partners
Massachusetts
$19.5M 779,202 +34,739 +5%
RFP
10
Root Financial Partners
California
$19.2M 749,134 +201,518 +37%
BFA
11
Brown Financial Advisory
Alabama
$14.8M 575,579 -16,412 -3%
BA
12
Bridgewater Advisors
New York
$13.6M 543,588 +47,135 +9%
EWA
13
Exencial Wealth Advisors
Oklahoma
$12.6M 491,274 +665 +0.1%
PFM
14
Phillips Financial Management
Indiana
$12.1M 471,734 +35,091 +8%
WCWM
15
Willow Creek Wealth Management
California
$11.1M 433,905 +5,964 +1%
FFM
16
Forum Financial Management
Illinois
$10.5M 410,446 -9,889 -2%
WDG
17
Wealth Dimensions Group
Ohio
$10.1M 395,535 +44,414 +13%
SAM
18
Satovsky Asset Management
New York
$10M 391,307 +5,379 +1%
FW
19
Fidato Wealth
Ohio
$10M 390,901 +1,086 +0.3%
CWM
20
Core Wealth Management
Florida
$9.97M 451,296 – –
HSG
21
Helen Stephens Group
Texas
$9.76M 380,655 +50,465 +15%
FMWA
22
Forvis Mazars Wealth Advisors
Missouri
$9.73M 379,501 -137,449 -27%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$9.71M 378,558 +3,745 +1%
DAS
24
Dynamic Advisor Solutions
Arizona
$9.28M 362,009 +10,344 +3%
CPW
25
Crestmont Private Wealth
Texas
$9.07M 353,693 +2,330 +0.7%
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