DFAR icon

Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

235 hedge funds and large institutions have $894M invested in Dimensional US Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 110 increasing their positions, 57 reducing their positions, and 15 closing their positions.

Holders
235
Holders Change
+27
Holders Change %
+12.98%
% of All Funds
3.13%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.31%
New
46
Increased
110
Reduced
57
Closed
15
Calls
$44K
Puts
–
Net Calls
+$44K
Net Calls Change
+$44K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$25.8M
2
EP
2
Essential Planning
New Hampshire
$16.8M
3
UWM
3
United Wealth Management
Virginia
$10.3M
4
Raymond James Financial
4
Raymond James Financial
Florida
$6.66M
5
TFO
5
Timonier Family Office
North Carolina
$5.79M

Top Sellers

1
SC
1
Savant Capital
Illinois
$23.6M
2
FMWA
2
Forvis Mazars Wealth Advisors
Missouri
$6.25M
3
APC
3
Asset Planning Corporation
Tennessee
$5.21M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$448K
5
Mariner
5
Mariner
Kansas
$768K
Name Market Value Shares Shares
Change 		Shares
Change %
AP
1
Adero Partners
California
$70.3M 3,021,489 +71,643 +2%
HighTower Advisors
2
HighTower Advisors
Illinois
$54.4M 2,338,083 +142,187 +6%
EGWAG
3
Elwood & Goetz Wealth Advisory Group
Georgia
$45.4M 1,950,014 +24,341 +1%
BHWM
4
Beaird Harris Wealth Management
Texas
$39.1M 1,681,171 +54,549 +3%
RIP
5
RAM Investment Partners
Washington
$28M 1,203,550 +6,566 +0.5%
Prudential Financial
6
Prudential Financial
New Jersey
$25.8M 1,106,700 +1,106,700 New
MFT
7
Moisand Fitzgerald Tamayo
Florida
$24.8M 1,066,571 -9,135 -0.8%
SC
8
Savant Capital
Illinois
$23.6M 1,012,187 -249,780 -20%
RFP
9
Root Financial Partners
California
$22.6M 970,364 +221,230 +30%
RK
10
Rather & Kittrell
Tennessee
$19.8M 849,094 +14,732 +2%
GOCP
11
Great Oak Capital Partners
Massachusetts
$18.6M 819,010 +39,808 +5%
EP
12
Essential Planning
New Hampshire
$16.8M 677,870 +666,799 +6,023%
PFM
13
Phillips Financial Management
Indiana
$13M 559,165 +87,431 +19%
BFA
14
Brown Financial Advisory
Alabama
$12.6M 543,195 -32,384 -6%
BA
15
Bridgewater Advisors
New York
$11.8M 517,358 -26,230 -5%
EWA
16
Exencial Wealth Advisors
Oklahoma
$11.2M 482,405 -8,869 -2%
CWM
17
Core Wealth Management
Florida
$10.6M 454,417 +3,121 +0.7%
WCWM
18
Willow Creek Wealth Management
California
$10.3M 443,858 +9,953 +2%
UWM
19
United Wealth Management
Virginia
$10.3M 441,195 +441,195 New
WDG
20
Wealth Dimensions Group
Ohio
$9.94M 427,151 +31,616 +8%
FW
21
Fidato Wealth
Ohio
$9.72M 417,898 +26,997 +7%
FFM
22
Forum Financial Management
Illinois
$9.39M 403,738 -6,708 -2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$9.21M 395,784 +17,226 +5%
SAM
24
Satovsky Asset Management
New York
$9.03M 388,017 -3,290 -0.8%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$8.84M 379,939 +123,768 +48%
1
2 3 4 5